DABANC

Focuses on listed securities and equity portfolio management. This manager will research markets and companies, manage and rebalance portfolios, monitor risks, and ensure portfolio performance aligns with the fund’s goals.

Responsibilities:

• Market Research & Analysis: Conduct thorough market research and analyze industry trends and company financials to identify promising investment opportunities in public equity markets. This involves staying abreast of global and regional market developments and macroeconomic factors that could impact the portfolio.

• Portfolio Management: Manage a portfolio of equity investments, making buy/sell decisions and asset allocations to ensure performance aligns with the fund’s investment objectives and risk guidelines. This includes continuous monitoring and periodic rebalancing of the portfolio to maintain desired risk-return profiles .

• Risk Monitoring: Continuously monitor and evaluate portfolio risks, such as market volatility or sector-specific risks. Implement risk management strategies (e.g. hedging or diversification) as needed to protect assets and adhere to the fund’s risk limits.

• Reporting & Communication: Prepare and deliver regular investment performance reports for management and stakeholders. These reports should provide insights into portfolio returns, attribution analysis, and current market outlook, along with strategic recommendations for adjustments.

• Team Collaboration: Collaborate closely with research analysts, traders, and other team members to enhance decision-making. By sharing insights and coordinating on trading strategies, ensure that investment decisions are well-informed and executed efficiently. Additionally, contribute to the development of investment presentations and reports for internal and external stakeholders, articulating strategy and results.

Requirements:

• Educational Background: Bachelor’s degree in Finance, Accounting, Economics or a related field is required (advanced degree such as a Master’s/MBA is preferred). A strong foundation in financial principles and analysis is essential for this role.

• Licensing: Hong Kong SFC licenses – specifically Type1 (Dealing in Securities), Type4 (Advising on Securities), and Type9 (Asset Management) – are required. These licenses certify the holder to deal in and advise on securities, as well as manage investment portfolios in Hong Kong .

• Professional Qualifications: Credentials such as CPA (Certified Public Accountant), CFA (Chartered Financial Analyst), CAIA (Chartered Alternative Investment Analyst), or FRM (Financial Risk Manager) are highly desirable. Such certifications demonstrate a candidate’s technical expertise and commitment to professional excellence.

• Experience: 8+ years of experience in investment management, investment banking, capital markets, or corporate finance. The ideal candidate has a proven track record in managing investments or deals at reputable financial institutions. (For reference, senior investment roles often require at least 8 years of relevant experience in banking or financial services .)

• Analytical & Problem-Solving Skills: Exceptional analytical skills with the ability to interpret complex financial data and market signals. The candidate should be adept at financial modeling, valuation, and scenario analysis to support investment decisions. Equally important is strong problem-solving ability to handle complex or challenging situations during the investment process.

• Communication Skills: Excellent written and verbal communication skills in English, with the ability to prepare clear reports and present investment ideas convincingly. Strong presentation abilities are needed to articulate strategies and performance to the investment committee and clients.

• Language Proficiency: Proficiency in English, Mandarin, and Cantonese is required. The candidate must be able to operate in Hong Kong’s trilingual business environment, communicating effectively with both international and Greater China stakeholders.

• Technical Savvy (AI/Quant Focus): A background in engineering or experience with AI-driven analytics is a significant plus. Candidates who have exposure to AI research, algorithmic trading, or the use of AI agents for investment analysis will have an edge. Investment firms are increasingly incorporating data science and AI into their processes, so familiarity with machine learning and computational algorithms is highly advantageous . (In fact, industry reports show that skills in AI and machine learning are among the highest in demand and represent a key area of talent shortage in finance .)