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Family office Portfolio Manager (Multi-assets)

Hong Kong Permanent View Job Description
This role as a Portfolio Manager offers an exciting opportunity to manage investment portfolios for a family office in the financial services industry. The position is ideal for a professional with expertise in banking and financial services, looking to make a meaningful impact.
  • Invests equities, fixed income, and alternative investments
  • Conduct in-depth market, sector, and securities analysis

About Our Client

The company is a family office operating within the financial services industry, offering tailored investment solutions. As a small-sized organization, it values precision and a highly focused approach to portfolio management.

Job Description



  1. Optimize Multi-Asset Portfolios
    Design and manage diversified portfolios across equities, fixed income, and alternative investments to achieve risk-adjusted returns aligned with client objectives.


  2. Conduct Market and Securities Analysis
    Perform thorough macroeconomic, sector, and security-level research to identify alpha-generating opportunities and inform investment decisions.


  3. Develop Investment Strategies
    Formulate and implement tactical and strategic asset allocation strategies based on market trends, valuation metrics, and risk assessments.


  4. Monitor Portfolio Performance
    Continuously evaluate portfolio performance against benchmarks, adjusting positions as needed to enhance returns and manage risk.


  5. Collaborate with Internal Teams
    Work closely with research analysts, risk managers, and client advisors to ensure investment strategies are well-informed and aligned with client mandates.

The Successful Applicant



  1. Educational Background
    Bachelor's degree in Finance, Economics, or a related field; CFA or MBA preferred.


  2. Experience in Portfolio Management
    Minimum 5 years of experience managing multi-asset portfolios, with a strong track record of performance.


  3. Analytical and Quantitative Skills
    Proficiency in financial modeling, valuation techniques, and quantitative analysis tools (e.g., Bloomberg, FactSet, Excel, Python).


  4. Knowledge of Global Markets
    Deep understanding of global macroeconomic trends, asset classes, and investment vehicles including alternatives (e.g., private equity, hedge funds, real assets).


  5. Strong Communication Skills
    Ability to present investment ideas clearly and persuasively to stakeholders, clients, and senior management.

What's on Offer

  • Comprehensive benefits, including coverage for dependents.
  • Opportunities to work in a family office environment with a focused approach.
  • A permanent position offering stability and long-term growth.
  • Exposure to the dynamic financial services industry in Hong Kong.



Contact
Hayley Law
Quote job ref
JN-092025-6844632

Job summary

Function
CFO & Financial Management
Subsector
CFO & Financial Management Subsector
Industry
Financial Services
Location
Hong Kong
Contract type
Permanent
Consultant name
Hayley Law
Job reference
JN-092025-6844632

About Page Executive

Page Executive are inclusive Recruiters and Hirers, as reflected in our Clear Assured Platinum Standard Accreditation from the Clear Company. We are passionate about attracting diverse talent and are committed to ensuring our processes are inclusive and supportive.