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Portfolio Analyst / Portfolio Manager

Intermediate (3-6 years)


Technical Skills

  • Asset Management
  • Bloomberg
  • Compliance
  • Corporate Communications
  • Economics
  • Investment Strategy
  • Marketing
  • Portfolio Construction
  • Portfolio Management
  • Risk Management
  • Valuation

Job Description

Portfolio Analyst / Portfolio Manager

Location: North Point

As the leading financial advisory firm in Hong Kong, Convoy upholds its core values of Passion, Integrity and Professionalism in providing the best advices and service to help customers investing in their future.

We are looking for high calibre candidates to share our vision and venture our success.


  • Assist in developing the investment process including fund selection methodology, portfolio construction and risk management
  • Assist in implementing investment strategies to manage discretionary portfolios in compliance with established investment guidelines and policies
  • Conduct in depth fund research and make recommendation on fund selection
  • Closely track the funds and conduct portfolio reviews to evaluate portfolio performance
  • Prepare investment commentaries and provide support to marketing initiatives
  • Assist in preparing investment reporting including attribution analysis, peer and competitor analysis
  • Maintain open and effective lines of communication with the Head of Asset Management and as well as other stakeholders
  • Perform ah-hoc assignments and projects if necessary


  • Bachelor degree in Economics, Finance, Business Administration or other related disciplines
  • Minimum 3 to 5 years experience in fund research and selection, ideally with the exposure in discretionary portfolio management
  • Professional qualification in CFA or equivalent will be an advantage
  • Holder of SFC Type 9 license, Type 1 and 4 will be an advantage
  • Solid knowledge of investment products including funds anddiscretionary portfolios
  • High level of integrity
  • Meticulous, proactive and self-motivated, good team player and able to work independently
  • Strong and effective analytical, interpersonal, communications and presentation skills
  • Good command of spoken and written English & Chinese, including Mandarin
  • Proficiency in computer application such as Bloomberg and MS Office 

We offer competitive remuneration including career prospects to the right candidate. Interested parties please send detail resume with availability, current and expected salary to Human Resources Department, Convoy Global Holdings Limited, 39/F @CONVOY, 169 Electric Road, North Point, Hong Kong or by clicking Apply Now and upload your CV and cover letter. 

(All applications will be treated in strict confidence and used for recruitment purpose within Convoy Global Holdings Limited only)

Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelNon-specified
QualificationCFA Level III / CFA Charterholder
LanguageEnglish, Cantonese, Mandarin (Putonghua)
ConvoyFinancial Services, Retail and Commercial Banking

39/F, @CONVOY, 169 Electric Road, North Point, Hong Kong

directions_walk8 mins walk from Fortress Hill Station