Assistant Portfolio Manager, Index Investments - Hang Seng Investment Management Limited (Central, Hong Kong Island, HK)

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantEducation: bachelorsSkills: ["Quantitative analysis","Attention to detail","Resilience","Communication","Cross-functional collaboration"]

Support index-tracking and systematic portfolio management for ETPs, index funds, and institutional mandates. Assist with portfolio construction, rebalancing, cash management, index event implementation, and execution planning with dealing teams to minimize tracking error. Monitor risk exposures and guideline compliance, manage exceptions and breaches, and coordinate ETP operations where needed. Conduct feasibility research for new index products and contribute to client communication and performance review deliverables.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
2 days ago

Assistant Portfolio Manager, Index Investments - Hang Seng Investment Management Limited (Central, Hong Kong Island, HK)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Support index-tracking and systematic portfolio management for ETPs, index funds, and institutional mandates. Assist with portfolio construction, rebalancing, cash management, index event implementation, and execution planning with dealing teams to minimize tracking error. Monitor risk exposures and guideline compliance, manage exceptions and breaches, and coordinate ETP operations where needed. Conduct feasibility research for new index products and contribute to client communication and performance review deliverables.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Support management of index-tracking and systematic portfolios across ETPs, index funds and institutional mandates to meet benchmarks and objectives.
  • •Own or support day-to-day portfolio management activities including portfolio construction support, rebalancing, cash management, and index event implementation.
  • •Design and maintain implementation approaches (replication, representative sampling, or optimization) to minimize tracking error considering liquidity, transaction costs, taxes, and constraints.
  • •Monitor portfolio risk, exposures and guideline compliance; investigate tracking outcome drivers and support remediation actions.
  • •Partner with dealing teams to plan and execute efficient rebalances and provide clear trade instructions and rationale, including managing exceptions and breaches.

Key Requirements

  • •Bachelor’s degree or above in Finance, Mathematics, Economics, Engineering or a related discipline; CFA preferred (or progress towards CFA).
  • •Experience in index portfolio management, portfolio implementation, asset management, index research, or fund administration at a reputable financial institution.
  • •Strong knowledge of index methodologies and index event implementation, including rebalancing mechanics and corporate actions.
  • •Advanced quantitative/analytical skills; advanced Excel required, with Python/R/VBA/SQL and Bloomberg/risk systems experience preferred.
  • •Ability to work across Trading, Risk, Operations, Product and Sales, with strong communication in English and Chinese (Cantonese and Mandarin).
Experience:Asset managementIndex portfolio managementETPsIndex fundsFund administration
Education:Bachelor's in Finance, Mathematics, Economics, Engineering or related discipline
Skills:Quantitative analysisAttention to detailResilienceCommunicationCross-functional collaboration
Certifications:CFA
Languages:EnglishChineseCantoneseMandarin
Tech Stack:ExcelPythonRVBASQLBloombergRisk systems

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn