Managing Director, Portfolio Strategist- Asset Allocation recruitment
Responsibilities
- Establish and maintain strong relationship with assigned business units to fully understand business strategy, competitive environment and product needs.
- In partnership with client, product development and product management, provide leadership in directing product and business strategy including new initiatives.
- Support the asset gathering process through the effective delivery of presentations, participation in conference calls and provide direction in the development of investment-related marketing material.
- Take a lead role in directing asset allocation research efforts including the analysis of asset classes and investment managers.
- Direct regular portfolio review process by taking a leadership role in annual optimization studies, regular performance attribution and other portfolio analytic efforts, and ongoing competitive analysis.
- Provide specific investment recommendations to Senior Portfolio Managers.
Requirements
- BA/BS Degree required, Masters degree or higher preferred.
- CFA designation required.
- Minimum of ten years of investment experience.
- Deep understanding of asset allocation techniques and concepts.
- Direct experience in managing due diligence process. Expert in industry-leading portfolio analysis and attribution software including Ibbotson, FactSet, Morningstar Direct, MPI Stylus, Bloomberg, etc.
- Advanced user of Microsoft Office, particularly Microsoft Excel.
- Strong written and oral communication skills.
- Demonstrated knowledge of the investment marketplace, industry trends, mutual funds and variable annuities.
- High potential to ultimately directly manage portfolios.
Candidates not contacted within 4 weeks may consider their application for this role unsuccessful. Unless advised otherwise, unsuccessful candidates will be kept on file for future job opportunities. Your application may be forwarded to other international offices for recruitment purposes.
Personal data collected will be used for recruitment related purposes only and all personal data of applicants will be kept in strict accordance to the Personal Data Privacy Ordinance.
January 8, 2012
• Tags: Asset Management careers in the Hong Kong SAR, Managing Director, Portfolio Strategist- Asset Allocation recruitment • Posted in: Financial