Investment Manager

 Position Information 

• Job Title: Investment Manager 

• Department: Investment Department / Asset Management 

• Reports To: Investment Director / Chief Investment Officer 

• Employment Type: Full-time 

Position Overview 

Responsible for managing and executing
investment portfolio strategies, conducting market analysis, and making
investment decisions to achieve long-term sustainable growth for client or
company assets. Ensure achievement of investment objectives through professional
investment analysis and risk management. 

Key Responsibilities  Investment Analysis & Decision Making 

• Conduct in-depth market
research and industry analysis to identify investment opportunities 

• Analyze investment value of
various financial products (equities, bonds, funds, alternative investments,
etc.) 

• Develop and execute investment
strategies, construct and optimize investment portfolios 

• Perform financial modeling and
valuation analysis to support investment decisions 

Portfolio
Management 

• Monitor and manage performance
of existing investment portfolios 

• Conduct regular portfolio
rebalancing and adjustments 

• Execute buy/sell trading orders
ensuring timeliness and accuracy 

• Track investment performance
and analyze return and risk metrics 

Risk Management 

• Identify, assess, and monitor
investment risks 

• Develop risk control measures
and contingency plans 

• Ensure investment activities
comply with risk management policies and regulatory requirements 

• Conduct regular stress testing
and scenario analysis 

Client Service &
Communication 

• Maintain regular communication
with clients to understand investment needs and objectives 

• Prepare and present investment
reports and market analysis 

• Address client inquiries
regarding investment strategies and market dynamics 

• Participate in client meetings
and investment committee meetings 

Market Research & Reporting 

• Write investment research
reports and market commentary 

• Track macroeconomic indicators
and market trends 

• Attend industry conferences and
investor events 

• Maintain and update investment
databases 

Requirements  Educational Background 

• Bachelor’s degree or above in
Finance, Economics, Accounting, Mathematics, or related field 

• Professional certifications
such as CFA, FRM, CPA preferred 

Work Experience 

• 3-5 years of experience in
investment management, securities analysis, or related financial industry 

• Practical experience in
portfolio management or asset management 

• Familiarity with various
financial markets and investment instruments 

Professional Skills 

• Proficient in financial
analysis and investment valuation methods 

• Skilled in using Bloomberg,
Wind, Excel, Python/R and other analytical tools 

• Excellent data analysis and
modeling capabilities 

• Knowledge of derivatives and
alternative investment products 

Personal Qualities 

• Sharp market insight and
judgment 

• Excellent communication and
client service skills 

• Ability to work under pressure
with strong stress management 

• Integrity and high professional
ethics 

• Strong teamwork and learning
ability 

Language Requirements 

• Fluent in Chinese
(Mandarin/Cantonese) 

• Good English reading and
writing skills, able to read English research reports  

Compensation & Benefits 

• Competitive base salary 

• Performance bonus and year-end
bonus 

• Comprehensive medical insurance
and retirement plan 

• Professional training and
development opportunities 

• Annual leave and other
statutory holidays 

Career Development 

• Clear promotion path:
Investment Manager → Senior Investment Manager → Investment Director 

• Regular professional training
and certification support 

• Participation in high-end
investment conferences and industry exchange opportunities 

• Cross-departmental rotation and
international exchange programs 

Work Environment 

• Modern office environment
equipped with advanced investment analysis systems 

• Flexible working hours
arrangement 

• Open team culture and learning
atmosphere 

Key Performance Indicators 

• Portfolio performance
vs. benchmark 

• Risk-adjusted returns (Sharpe
ratio, Alpha generation) 

• Client satisfaction and
retention rates 

• Compliance with risk management
guidelines 

• Quality and timeliness of
investment research 

Required
Competencies 

• Analytical Thinking: Ability to analyze complex financial data and market trends 

• Decision Making: Sound judgment in investment selection and timing 

• Communication: Clear presentation of investment ideas and strategies 

• Adaptability: Quick response to changing market conditions 

• Attention to Detail: Precision in portfolio construction and risk monitoring