Portfolio Analyst

Allianz

  • 香港 中国
  • 长期
  • 全职
  • 2天前
Join us. Let’s care for tomorrow.At Allianz Global Investors we foster a culture of professionalism, fulfilment, and an inclusive working environment. Do you want to be part of a leading active asset management company? Then join us now as Portfolio Analyst in Hong Kong within the Public Market/ Equity team.In this role, you will be responsible for providing portfolio support to the Investment Team. The role involves day-to-day maintenance of portfolios, trade execution, and routine and ad-hoc support to portfolio managersWhat you will do
  • Support portfolio management activities by maintaining investment models and assisting in the implementation of investment strategies, including trade execution and portfolio rebalancing.
  • Independently manage cash positions of portfolios, monitor currency exposures and execute FX trades as needed.
  • Collaborate with Compliance, Sales, Trading, and Operations teams to address investment compliance matters and resolve relevant trading or operational issues.
  • Assist in compiling investment commentaries, and presentation materials to support account reviews or client reporting on a regular basis.
  • In general, establish a close working relationship with Portfolio Managers, provide routine and ad-hoc support to investment team on relevant portfolio management matters.
What you bring
  • University Degree in relevant discipline
  • 5+ years of relevant experience in investments / capital markets, preferably gained from a buyside firm
  • Familiarity with Bloomberg is a plus
  • Possess relevant SFC licenses, and preferably a CFA charter holder
  • Strong analytical skills and investment knowledge
  • High risk awareness and attentiveness to details
  • Self-driven and independent
  • Team player with excellent communication skills and a strong drive to excel
  • Proficiency in English and Chinese
  • AI skills: Microsoft CoPilot/ Data Analytics
What we offer
  • We empower our employees by ensuring flexible work arrangements that maintain a balance between performance, productivity, career development and personal priorities (e.g., hybrid model/ flexible working hours)
  • Securing your future: Access to company pension/savings plans
  • Shared success: Company share purchasing plan
  • Support for what matters: Mental health and wellbeing programs
  • Investments in your career: Career opportunities within the entire Allianz Group
  • Investments in your skills: Comprehensive learning and development offerings, including certifications and professional qualifications
  • … and so much more!
About Allianz Global InvestorsAllianz Global Investors is a leading global active asset manager.We invest for the long term and want to create value for clients every step of the way. We do this by being active – in how we partner with clients and anticipate their needs, and build solutions based on capabilities across public and private markets. Our focus on enhancing our clients’ assets leads naturally to a commitment to sustainability for positive change. Our goal is to enhance the investment experience for clients, whatever their location or goals.Putting our clients' needs first, behaving in a transparent way and treating people fairly means acting with integrity. We encourage a collegial culture, that supports individual responsibility. We invest in the development of our employees to maximize the power of innovation.We at Allianz believe in a diverse and inclusive workforce, we are committed to the principles of Equal Employment Opportunity and to helping applicants with any disabilities. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in. We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation. Great to have you on board.If you feel inspired to promote the active asset management experience, this is the place for you. Join our diverse, international, technology-enabled, and agile environment. Simply upload your CV in English to apply for this position! If you need support to navigate our websites or at any stage during your application, please send an email with your request toTo Recruitment Agencies:Allianz Global Investors has an in-house recruitment team that sources great candidates directly. Therefore, Allianz Global Investors does not accept unsolicited resumes from agency or search firm recruiters.When we do work with recruitment agencies, that engagement is formalized by a contract. Fees will only be paid when there is a contract in place.Without a contract in place, we will not accept invoices on unsolicited resumes, even if the candidate was ultimately employed by Allianz Global Investors.Finally, please do not contact hiring managers directly.81026 | Asset & Investment Management | Professional | n.a. | Allianz Global Investors | Full-Time | Permanent

Allianz