Portfolio Manager (ETFs and Public Funds), CMB Wing Lung Asset Management

Responsibilities:

• Daily manage ETFs/Public Funds, build a trading strategy for any fund rebalance and portfolio transitions to minimize market impact and tracking based on quantitative and qualitative research;

• Identify, research and evaluate investment opportunities across a wide range of asset classes, evaluate new markets to develop and support ETF/Public product launches around portfolio management issues;

• Lead investment due diligence on prospective investment targets, conduct fundamental research and develop investment presentation to Investment Committee;

• Ensure investment transactions adhere to risk management guidelines and regulatory requirements;

• Manage performance of existing investments with focus on risks and returns;

• Participate the client focus road shows, presentations, and meetings.

• Other ad hoc assignments as assigned.

Requirements:

• Degree holder in Finance/Accounting/Economics or related, with CPA/CFA qualification is preferred

• 3~5 years in managing public funds

• Equity/ETFs experience is highly preferred

• Strong fundamental research skills

• Strong presentation and communication skills

• Holder of SFC license Type 9 skills/Knowledge

• Good command of spoken and written English and Chinese

• Bloomberg, Wind, Excel