Ref. no.: FM.12.092023

職位內容 Responsibilities

• 在資產管理公司的支援下管理投資策略和投資組合，包括退休金業務
• 管理短期投資餘額和整體流動性
• 處理所有日常投資管理之文件
• 負責定期投資報告和檢閱，包括量性和質性投資組合的研究
• 監察庫務部日常運作包括現金管理、保費收付及其他付款職務

• Manage the investment strategies and portfolios, including pension fund business, with support from external Asset Management Companies
• Manage short-term investment balances and overall liquidity
• Perform regular administration duties of all investment files
• Organize regular investment reports and reviews, including quantitative and qualitative portfolio studies
• Supervise treasury department on day-to-day operations including managing cash, premium collections and other payment functions

• 主修金融或相關專業資格之機構認可範疇，持有CFA資格優先
• 5-8年上投資相關經驗
• 具良好的英文、中文（廣東話及普通話）語言能力
• 具有效率之溝通及人際交往能力
• 具有前瞻性思維，精通決策
• 勤奮、積極、主動並能在壓力下完成工作
• 熟悉辦公室電腦軟件操作，尤其PowerPoint 及Excel

• A degree in finance or a relevant field from an accredited institution. CFA preferred.
• Minimum 5 to 8 years of related experience
• Good command of verbal and written English and Chinese (Cantonese and Mandarin)
• Effective communication and interpersonal skills
• Strategic thinker and proficient in decision-making
• Self-motivated, proactive and independent and able to work under pressure
• Good knowledge of PC applications, especially PowerPoint and Excel

• Updated and detailed resume (CV)
• Recent photo; 
• Any documentation (academic qualification certificates; prior employment letters; etc.) you find relevant;