Fundamental Equity PM

Shanghai

Permanent

Negotiable

Investment Management

PR/543549_1746005956

Job Description: Fundamental Equity Portfolio Manager

Location: Beijing/Shanghai

Company Overview: We are a leading investment firm expanding our secondary team and seeking a highly skilled Fundamental Equity Portfolio Manager to join our dynamic team. Our firm is committed to long-term investments and is looking for a professional who can contribute to our growth and success in the global market.

Key Responsibilities:

Portfolio Management: Manage and oversee a diversified equity portfolio, focusing on fundamental analysis to identify and invest in high-potential companies.
Market Analysis: Conduct in-depth research and analysis of market trends, economic indicators, and industry developments to inform investment decisions.
Investment Strategy: Develop and implement investment strategies that align with the firm's objectives, ensuring optimal asset allocation and risk management.
Performance Monitoring: Regularly monitor and evaluate portfolio performance, making adjustments as necessary to achieve desired outcomes.
Reporting: Prepare detailed reports and presentations on portfolio performance, market conditions, and investment strategies for senior management and stakeholders.
Collaboration: Work closely with other team members, including analysts and researchers, to gather insights and support investment decisions.
Client Engagement: Engage with clients to understand their investment goals and provide tailored advice and solutions.

Qualifications:

Education: Bachelor's degree in Finance, Economics, or a related field; CFA designation preferred.
Experience: Minimum of 5 years of experience in equity portfolio management, with a proven track record of successful investments.
Skills: Strong analytical and quantitative skills, excellent understanding of financial markets, and proficiency in financial modeling and valuation techniques.
Communication: Excellent verbal and written communication skills, with the ability to present complex information clearly and concisely.
Language: Proficiency in Mandarin and English is required.

FAQs

I have applied for a role, what happens next?

Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.

This role doesn’t 100% suit my next professional move, can you help?

Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.

We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.

That's why we recommend registering your CV so you can be considered for roles that have yet to be created.

Can you help with resume preparation, interviews, and offer negotiation?

Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.