Finance Director, Portfolio Monitoring in Family Office

Robert Half

  • Hong Kong
  • Permanent
  • Full-time
  • 1 month ago
The CompanyOur client is a family office, investing in Real Estate, Stock, Debenture, Fixed Income products. To cope with their business expansion, they are looking for a caliber to join their team.The Role
  • 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.
Your Profile
  • 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.
Apply TodayTo apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice: https://www.roberthalf.com.hk/privacy-statement. Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.

Robert Half