Finance Director, Portfolio Monitoring in Family Office
Robert Half
- Hong Kong
- Permanent
- Full-time
- Conduct in-depth analysis of equity and structured product portfolios to evaluate performance, risk exposure, and identify opportunities for optimization.
- Monitor and assess market trends, news, and economic indicators to provide timely updates and recommendations to portfolio managers.
- Perform comprehensive due diligence on potential equity and structured product investments, including financial modeling, risk assessment, and scenario analysis.
- Collaborate with internal teams to ensure accurate and timely reporting of portfolio performance, including generating reports, analyzing data, and presenting findings to stakeholders.
- Stay updated on industry regulations, market developments, and best practices related to equity and structured products, and incorporate this knowledge into investment strategies.
- Assist in the development and enhancement of portfolio management tools, systems, and processes to improve efficiency and accuracy.
- Support the portfolio management team in ad hoc projects, research initiatives, and investment strategy development.
- Bachelor's Degree in Accounting, Finance or relevant discipline
- Minimum of 10 years' experience in Asset Management/Wealth Management/Family Office.
- Strong knowledge of equity markets and structured products, including derivatives, options, and other complex instruments.