Description

• Institutional multi-asset investment exposure
• Fast-track to Trader / Portfolio Manager under CEO & CIO mentorship

About Our Client

Our client is a Hong Kong-based multi-family office specializing in customized investment and wealth management solutions for ultra-high-net-worth clients. The firm differentiates itself through an institutional-grade investment platform, leveraging proprietary models, disciplined portfolio allocation, and robust risk architecture to deliver long-term wealth preservation.

You will have the exposure to a top-tier institutional investment platform, hands-on multi-asset experience, and the opportunity to work directly with UHNW clients while accelerating career growth in portfolio management.

Job Description

• Conduct investment research across equities, fixed income, funds, and alternative asset classes, including fundamental analysis and valuation modelling.
• Prepare investment recommendations and monitor macroeconomic trends and market developments。
• Support portfolio management by tracking performance and calculating key risk/return metrics (e.g., volatility, drawdown, Sharpe ratio).
• Assist in asset allocation and portfolio construction aligned with clients' objectives and risk profiles.
• Produce client reporting materials, including portfolio updates and performance reviews.
• Support cross-border investment structuring and execution, including due diligence and compliance processes.
• Participate in client meetings, prepare presentation materials, and handle ongoing client inquiries.

The Successful Applicant

• 2-4 years of experience in securities firms, investment banks, private banks, asset management, wealth management, etc.
• Strong analytical skills with experience in investment research, financial modelling, and portfolio analysis.
• Solid understanding of multi-asset investment strategies and asset allocation frameworks.
• Familiarity with Hong Kong financial markets, regulatory environment, and cross-border investment processes.
• Strong communication skills with the ability to interact with sophisticated clients
• Fluency in English and Mandarin preferred.
• Experience in AI/systematic tools for data management or investment analysis is a plus.

What's on Offer

• Direct reporting line to the CEO and CIO, with strong exposure to senior decision-makers.
• Build a strong institutional investing foundation with exposure to real portfolio decisions and advanced allocation frameworks.
• Accelerate your career through high visibility, steep learning curve, and direct involvement in impactful investment work.
• Develop a well-rounded skill set across research, portfolio management, and client interaction in a fast-growing platform.