Job Reference : ZJ00005311

Director, Portfolio Management - Insurance(FI)

Job Reference : ZJ00005311
  • 7 -10 Years
  • Salary Negotiable
  • Permanent / Full Time
  • Not Specified
  • Insurance / Pension Funding
  • Banking & Finance
  • Five-day work week / Medical insurance / Performance bonus

    Job Description

    Responsibilities

    • Manage equity or balanced portfolios relating to ORSO and MPF scheme of the company under the supervision of Head of Investments.
    • Assist in new portfolio launch and related marketing activities
    • Ensure portfolio is consistently managed in accordance with appropriate strategies and guidelines defined in the investment mandate.
    • Transform the function through identification and implementation of process and systems improvements.
    • Implement Target Operating Model of Portfolio Management.
    • Maintain good investment risk management.
    • Maintain good relationships with major internal and external counterparties (including regulator), equity broker relationship and keep up-to-date on financial markets conditions and the market trends.
    • To be a good team player to work with a team of analysts to come up with investment ideas.


    Requirements

    Requirements


    • Bachelor or Master Degree in Accounting, Finance, Economics, Business Admin or other related fields.
    • Proven track record of authorized public funds or funds relating to ORSO or MPF scheme preferred.
    • Possession of relevant SFC license 4, 9 is a MUST.
    • Minimum 5 years of experience in managing public authorized fund(s) as lead portfolio manager. Previous investment and research experience in equity.
    • Professional qualification such as ACCA, CFA, FRM preferred.