Junior Portfolio Manager

At Delta Asia Financial Group, we foster a supportive and empowering environment that enables our employees to shape rewarding career journeys. We are committed to your professional growth and development, and to creating a workplace culture that values collaboration, innovation, and excellence.

Responsibilities

• Prepare daily morning market briefings notes to support internal investment decision-making and client communication
• Manage and ensure timely and accurate order placement and execution
• Support portfolio rebalancing activities in alignment with the Company’s investment strategy and risk parameters
• Support Business teams with investment analysis requests, providing data and preparing data-driven inputs/recommendation
• Participate in client meetings with Business teams to support investment product pitching
• Support new client onboarding process and maintain engagement with clients
• Track market developments, earnings announcements, and sector trends to identify actionable insights for investment team
• Distribute market commentary, research highlights, and daily summaries to keep clients informed and engaged
• Coordinate with research, trading, and business teams to synthesize market intelligence and contribute to investment ideas
• Liaise with operations, compliance, and settlement teams to ensure accurate trade processing and timely query resolution
• Monitor trade allocations, confirmations, and adherence to internal policies and regulatory requirements, escalating issues where necessary
• Support day-to-day activities including ad hoc request on datasets, searches and evaluation of company background materials
• Perform other ad hoc duties as assigned by management / supervisor

Requirements

• Bachelor’s degree in Business Administration, Economics, Finance or related discipline preferred
• 3+ years of relevant experience in equity research experience
• Holder of SFC license RA 1 or 9 with sound knowledge of the SFO and applicable SFC regulatory requirements/guidelines
• Strong analytical, presentation, and communication skills
• Proficient in market data platforms (e.g., Bloomberg) and Microsoft Excel; programming skills for analytics/tools are an advantage
• Good knowledge in AI Prompts
• Strong understanding of global markets, trading mechanics, and asset management
• Detail-oriented, organized, able to multitask under pressure; team player with proactive attitude
• Good command of both English & Chinese, written and spoken