
Portfolio Manager, HK IPO, Equity, CB…etc
- 中西區
- 長期
- 全職
- Manage an equity portfolio and lead the Anchor/Cornerstone investments for HKIPO.
- Conducted in-depth research on equities and convertible bonds in the Greater China region.
- Prepared internal research reports, attended company visits/meetings, collected industry/ company information, and built and maintained financial models for investment targets.
- Lead the full investment lifecycle, from due diligence and selection to execution and ongoing management of a diversified equity portfolio.
- Oversee the end-to-end settlement process to ensure accuracy and timeliness.
- Degree holder in Finance, Business, Economics, or a related discipline.
- Professional accounting or finance certification (CFA, etc.) is a plus.
- 5-8 years of direct buy-side experience, specifically in executing and managing offshore secondary market equity investments.
- Proven expertise in secondary markets, IPO transactions, and asset management trading strategies.