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Investment Associate/Assistant Portfolio Manager in the Investment Office

The University of Hong Kong

Apply now Ref.: 534772
Work type: Full-time
Department: Investment Office (61300)
Categories: Executive / Technical / Support
Hong Kong

Investment Associate/Assistant Portfolio Manager in the Investment Office (Ref: 534772)

We are seeking an Investment Associate/Assistant Portfolio Manager to join the Investment Office to support the investment strategy and operational functions.

 

The Role

The appointee will be a generalist who supports the investment team in managing a diversified portfolio across multiple asset classes including Public Equity, Fixed Income, Hedge Funds, Private Equity, Venture Capital and Private Credit. He/she will conduct research, perform due diligence on managers, analyse portfolio performance and assist in investment operations. Key responsibilities include:

  1. Macro and Thematic Research
  • Conduct research and analysis on asset classes, strategies, themes and sectors;
  • Support the development and implementation of asset allocation and portfolio construction strategies;
  • Prepare investment recommendations and portfolio analyses for the investment team.
  1. Manager Due Diligence
  • Perform landscaping studies through databases (e.g. eVestment, CA Optica), industry networks and manager meetings to identify potential investment opportunities;
  • Conduct initial desktop research by analysing track record, DDQs and other materials to form an initial investment thesis and identify key diligence areas;
  • Participate in due diligence meetings, draft investment memos and contribute to investment discussions.
  1. Portfolio Monitoring
  • Stay apprised of the performance and development of existing managers by reviewing fund reports, financial statements and meeting managers;
  • Support the maintenance of a forward calendar and a pacing model for Private Markets;
  • Provide regular updates to the investment team and contribute to ongoing portfolio optimization.
  1. Support Operational Functions
  • Collaborate with the investment operations team to ensure efficient execution of trades, subscriptions and redemptions;
  • Liaise with external and internal legal counsel to process legal documents such as application forms, side letters and NDAs;
  • Perform any other tasks as assigned.

 

Qualifications and Qualities

  • Bachelor’s degree in finance, accounting, economics, or a related field; advanced degree or CFA designation preferred;
  • 5-7 years of relevant investment experience, preferably within an endowment, foundation, pension fund, or asset management firm;
  • Good knowledge of private and public market investments;
  • Familiarity with portfolio management systems, performance reporting tools, and data management processes. Experience with systems such as Bloomberg or iLevel;
  • Excellent analytical, organizational, and problem-solving skills;
  • Strong interpersonal and communication skills, with the ability to interact effectively with internal and external stakeholders;
  • Proven track record of managing multiple priorities in a fast-paced, deadline-driven environment;

Applicants with less experience may be considered for the position of Investment Analyst.

What We Offer

The appointment will be made on a fixed-term full-time contract for 2 years, to commence as soon as possible with the possibility of renewal subject to satisfactory performance. A highly competitive salary commensurate with qualifications and experience will be offered, together with contract-end gratuity and University contribution to a retirement benefits scheme at 10% of basic salary. Other benefits include annual leave and medical benefits.

How to Apply

The University only accepts online applications for the above post.  Applicants should apply online and upload an up-to-date C.V.  Review of applications will start as soon as possible and continue until April 17, 2026, or until the post is filled, whichever is earlier.

 

The University is an equal opportunities employer and
is committed to equality, ethics, inclusivity, diversity and transparency

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