Asia Wealth Management, Multi-Asset Portfolio Manager, Vice President
Location: Hong Kong,
Type: Full Time
Internal Number: 20149542
Morgan Stanley has been serving ultra-high net worth individuals, corporates and asset owners in Asia for over 30 years. Leveraging strong connectivity to Morgan Stanley's renowned Investment Bank, Morgan Stanley Private Wealth Management Asia delivers the global resources, product expertise and personalized service needed to address the complex challenges of managing significant wealth:
Alternatives & Privates
Capital Markets Access
Why Morgan Stanley?
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, our employees serve clients worldwide including corporations, governments, institutions and individuals.
Building on over 30 years of delivering first-class business in a first-class way, Morgan Stanley helps Asia wealth management clients succeed by delivering the Firm's global reach, product leadership and investment expertise. To reinforce our commitment to the region, we have established Morgan Stanley Bank Asia Limited, a licensed bank in Hong Kong and a wholesale bank in Singapore, to conduct private wealth management business in Asia.
You'll find that the competitive compensation packages with benefits, the established career paths and our culture and values all make Morgan Stanley a great place to develop your career.
Morgan Stanley is an Equal Opportunity Employer. Learn more at :
The DPM team is responsible for providing both customized and model-based discretionary portfolio management service to suit clients' needs. The team is looking for a Multi-Asset Portfolio Manager who has a solid understanding of the dynamics across asset classes and the ability to identify investment opportunities through research and analysis.
Responsibilities - Investment analysis including company research, financial statements reviews, fundamental credit analysis, management team meetings, investment, and writing of investment memo - Support the discretionary portfolio investment decision across various strategies and asset classes - Trade implementation and post-trading and portfolio monitoring - Conduct on-going due-diligence of the portfolios underlying investments - Create and update marketing materials, portfolios performance updates and prepare portfolios proposals - Assist senior management with business development projects and planning as and when required
- A university degree or equivalent - At least 8 years of prior experience in portfolio analysis - Extensive product knowledge across all asset classes equity, bond and structured products - Strong English communication skills (both written and verbal) necessary; fluency in Mandarin. - Team player with strong interpersonal skills - Ability to consistently perform to the highest standard in a small compact team setting - CFA would be an advantage and strong Excel skills with VBA ability and Bloomberg experience is a must