Portfolio Manager / Fund Manager

Job Description:

Working in a team to manage portfolios of equity and fixed-income investments focus on Hong Kong / China markets.

The ideal candidate will have the following attributes:

  • Experience in managing portfolios focus on Hong Kong/China investment
  • Solid experience on the side covering broad asset classes
  • Skills in supporting sale team and client service of private fund

Job Responsibilities:

  • Identify potential investment opportunities and work in investment team for portfolio updates and strategic planning of private fund
  • Manage discretionary mandates and provide advisory services to clients.
  • Be able to conduct investment analysis independently and responsible for asset allocation and stock pick   
  • Communicate strategies and market events with internal sales team and report periodically investment activities to the management and investors
  • Liaise with external parties such as custodians, investment managers, and potential clients.
  • Participate in the development of business and product strategies and the formulation of investment portfolios.


  • Holder of SFC Type 4 and Type 9 licenses
  • Bachelor degree in Accounting, Business, Administration, Economics, Finance, Law, or other related discipline; CFA or other professional certification preferred
  • Possess at least 5 years of relevant industry experience in managing equity portfolio
  • Well knowledge of financial products and Greater China markets
  • Good command of written and spoken English and Chinese; Proficiency fluent in   Mandarin
  • Prior knowledge of analytics using Bloomberg, Excel Marco, or other similar vendor systems would be an advantage
  • Strong presentation and effective communication skills in Chinese; Preferably with experience in serving clients from Mainland China
  • Strong analytical and problem solving technique with good interpersonal and communication skills
  • Ability to work independently, self-motivated and attentive to details

If you are interested in finding out more about this career opportunity, please email your resume to Angela Li, angelal@ charterhouse.com.hk Tel: (852) 3151 1320 Web:

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