Portfolio Manager - Fund

[ Job description ]

The Portfolio Manager ensures that we make sound investment decisions. As a portfolio manager, your work, whether it’s allocating capital or analyzing strategies’ PnL, is used by our leaders to make strategic investment decisions. A master juggler working on multiple portfolios and strategies at the same time, you are focused on the details while finding creative ways to tackle big picture challenges. From financial analysis to strategy implementation, the portfolio manager is an important part of our investment business. 

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[ Responsibilities ]

• Responsible for contributing to the formulation of investment strategies, product development, and process improvement initiatives. Maintain coverage of assigned research responsibilities, ensure efficient trade execution, portfolio administration, and transaction processing. 
• Active contribution to the development and implementation of strategies to improve portfolio management functions. Responsible for the implementation of the agreed investment strategies and ensuring adherence to investment mandates.
• Ensuring efficient and accurate posting of portfolio and transaction data, including compilation and distribution of approved portfolio trade orders.
• Preparation of strategy reports and presentation on quarterly, half-year and annual basis, or as is required.
• Conduct periodic returns appraisals for all portfolios. Research other funds and/or indices to generate benchmarks and reports about the fund performance.
• Responsible for preparing research articles, notes, and reports as well as developing and improving research tools.

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[ The role ]

You will lead the Fund in managing its assets and investment strategies across multiple portfolios. You are a portfolio manager expert who wants to make your mark on a uniquely successful and growing hedge fund, and who wants to further develop your already sharp investment management skills. You are an excellent communicator who enjoys collaborating with people who possess a diverse set of talents. You are a strong time manager and can prioritize effectively while creating space for original thinking and thoughtful analysis to support our executives and partners. 

The successful candidate will possess the following:

• 3-years experience in investment management or a related field is a must.
• 5-years experience in a company or organization is a must.
• Bachelor’s degree or higher in BA/Accounting/ Finance or related field.
• Excellent numerical ability and analytical skills.
• Excellent skills with Excel (macros, pivot tables, lookups, filtering) to develop efficient and controlled models and procedures.

Preferred Qualifications: 

• Ability to comfortably interact with business clients and management.
• Highly organized, detail-oriented, and proactive. 
• Energetic and decisive with a high level of integrity.
• Must be fluent in English (both written and oral).
• Able to communicate strategies and ideas both verbally and via documentation and can defend their validity.
• Previous experience in a related industry (investment banking, hedge funds, asset management) is essential. 
• Good understanding of all major asset classes and different pooled and segregated investment structures.

◆ 彈性的上下班時間，讓你避開上下班擁擠人潮

◆ 優於勞基法特休制度，老闆主張忙碌之餘也要適時的休息

◆ 壽星最大！壽星都可以獲得額外的生日禮金！

◆ 一年五天不扣薪病假，每逢聖誕節全公司放假一天

◆ 我們不定期公司聚餐，辦公室也提供無限的咖啡及零食

◆ 明亮的辦公環境，雙螢幕設備讓工作更有效率