79 Portfolio Management jobs in Hong Kong

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Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

• Support the Group Chief Product Officer (GCPO) to build and maintain the Product COE at the Group level by establishing an operating model and developing the Group Product Function
• Work closely with and support the GCPO as well as Local Business Units (LBUs) to develop and standardise the target operating model for product functions across Local Business Units
• Support the establishment of a Product Community of Practice, work closely with LBUs’ product functions on product proposition and idea sharing

• Conduct regular LBUs portfolio review, evaluate margin uplift / OFSG / cash profile improvement, to drive on-going portfolio management, rationalisation and optimisation; these also include identification of non-value adding products and funds to discontinue on an ongoing basis, as well as providing recommendation of management action where appropriate
• Work closely and integrate with various Group stakeholders such as Group Finance, Group Risk and Group Health, into the current in-force management process for active maintenance and optimisation of product portfolio
• Conduct product post-implementation review, evaluate product performance and ensure the implemented products meet customer needs and our business objectives; also identify areas of improvement, recommend and drive product enhancement as well as day-2 items implementation as needed
• Work with various Group stakeholders on optimisation for product metrics

• Review LBUs’ product development, management and governance processes such as their product functions setup, product committee structure, product related standards and frameworks, then identify gaps and drive corresponding enhancement as well as regular update
• Provide product governance and product development process best practice sharing

• Support the GCPO and work with Group and LBU stakeholders on cross-functional projects to improve our internal process where appropriate as well as to reduce time and effort to product launch
• Support the GCPO on development of in-house capabilities on product assumptions
• Provide supports on product development process to LBUs as needed

• Support the GCPO to work closely with various stakeholders, such as Group Customer Proposition, Group Investment, Group Risk, internal and external reinsurers, consultants, to drive product innovation and Group product strategy execution
• Support the GCPO on integrating the Group Product Function into the Business Plan process; review LBUs’ Product Strategy and Product Plans, identify opportunities and work with the GCPO and LBUs to drive strategic enhancement

• Qualified actuary with several years of post-qualification experience
• Extensive experience in life insurance products across multiple product categories as well as markets relevant to Prudential
• Enthusiasm for advancing the product function, improving the status quo in markets and bringing new ideas to the Group.
• Organised, analytical and logical thinker
• Ability to pay close attention to detail and apply critical thinking and judgment, as well as ability to stand back and consider the big picture.
• Strong interpersonal and communication skills, with an ability to build effective relationships and liaise and communicate effectively with stakeholders. Work collaboratively to support business units and Group functions.
• Ability to work under pressure, flexible deal with workloads, priorities and deadlines

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.

We are Prudential. For Every Life, For Every Future.

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The Head of Credit Portfolio Risk Management will be responsible for overseeing the portfolio risk of the bank’s lending portfolio, including secured/unsecured business loans and the newly developed retail lending portfolio. The role involves portfolio monitoring, risk analytics, stress testing, and strategy development to ensure optimal risk-adjusted returns while maintaining compliance with HKMA regulatory requirements.

Key Responsibilities:

- Conduct portfolio-level risk assessments (concentration risk, sector risk, borrower risk) across business and retail lending.

- Monitor key risk indicators (KRIs), delinquency trends, NPL ratios, and early warning signals.

- Perform granular segmentation analysis to identify high-risk exposures and recommend mitigation strategies.

- Define and monitor credit risk appetite framework in alignment with board policies.

- Recommend portfolio rebalancing strategies (e.g., exposure limits, sector caps, risk grading adjustments).

- Work with the credit approval to refine underwriting policies based on portfolio performance trends.

3. Policy Governance and Internal Reporting

- Take ownership of credit policies and framework and ensure compliance with HKMA regulatory requirements (e.g., Basel III, IFRS 9, CR-G-14).

- Prepare risk dashboards and reports for senior management, RMC, and regulators.

- Support internal/external audits and regulatory inspections related to credit risk.

4. Credit System and Operation

- Drive change management of credit related systems and EUCs

- Lead the Claims team responsible the SFGS claims efforts. Ensure timely submission of claims for defaulted accounts to HKMC and response to RFI.

5. Cross-functional Collaboration

- Partner with Credit Approval, Risk Analytics, and Finance teams to enhance risk frameworks.

- Engage with Collections & Recovery to improve NPL management strategies.

- Advise senior management on emerging risks and portfolio performance.

Qualifications & Experience:

- 8+ years in credit risk management, preferably in a bank or digital lending business.

- Strong expertise in portfolio risk analytics, credit policy and governance.

- Familiarity with secured/unsecured lending products (business loans, SME lending, retail loans).

- Knowledge of HKMA regulations (e.g., Basel, IFRS 9, credit risk guidelines).

- Degree in Finance, Risk Management, Economics, or related field; FRM/PRM/CFA a plus.

- Strong analytical skills.

- Ability to translate data insights into business strategy.

- Proactive mindset with a focus on risk-adjusted profitability.

Interested candidates, please send your detailed resume with contact telephone number, earliest availability date, current and expected salary via "Apply Now".

Personal information collected is strictly for recruitment purpose only.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Management and Product Management
• Industries Financial Services and Investment Banking

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Central & Western District, Hong Kong SAR 1 day ago

Wan Chai District, Hong Kong SAR HK$0,000 - HK 90,000 2 days ago

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Citi Kowloon City District, Hong Kong SAR

Join to apply for the Officer, Product specialist (Cards Portfolio Management) role at Citi

Citi Kowloon City District, Hong Kong SAR

1 day ago Be among the first 25 applicants

Join to apply for the Officer, Product specialist (Cards Portfolio Management) role at Citi

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi , you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.

Shape your Career with Citi

Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

We’re currently looking for a high caliber professional to join our team as Officer, Product specialist (Cards Portfolio Management) - Hybrid (Internal Job Title: Officer, Product specialist (Cards Portfolio Management) C10) based in Hong Kong. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

• We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
• We empower our employees to manage their financial well-being and help them plan for the future.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
  
  

• Assess relevant customer, competitor, and industry insights to help define strategies to improve client experience and portfolio growth
• Analyze market trends, customer behavior, and competitor offerings to identify growth opportunities.
• Support managing end to end card product lifecycle, including pricing, features and promotions
• Provide insight and recommendations on innovative product development, product targeting, and segmentation strategies as well as oversee aspects of product development life cycle management including market demands, technology trends, and the competitive field
• Provide insight and execute on core marketing disciplines such as product development, price, promotions, platform and pillars, launching, and marketing to improve client experience and portfolio growth
• Work closely with marketing teams to design and execute campaigns to drive adoption of fee paying services / features
• Project manage product enhancement projects which includes gathering business requirement, reviewing test plan, verify test results and monitor post launch performance, while adhering to internal governance and policy requirement.
• Manage Work closely with technology and operations to manage product enhancements projects from providing business requirement
• Participate in budgeting and planning for strategic priorities and initiatives
• Ensure adherence to regulations and internal policies
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  
  

• Bachelor’s degree/University degree or equivalent experience
• 2 years of relevant experience
• Cross functional knowledge (e.g. marketing, credit, acquisitions, product development, analytics)
• Ability to drive business innovation, leverage management information, and utilize data analytics to drive results
• Experience in UAT/ PAT testing, working with technology
• Demonstrated knowledge in managing KPI and good financial acumen
• Ability to work unsupervised and adjust priorities quickly as circumstances dictate
• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
• Demonstrated problem-solving and decision-making skills
• Demonstrated analytical and influencing skills
• Consistently demonstrates clear and concise written and verbal communication for stakeholder management
  
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Business Development and Sales
• Industries Banking, Financial Services, and Investment Banking

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Kwun Tong District, Hong Kong SAR 3 days ago

Nanshan District, Guangdong, China 3 days ago

Kwun Tong District, Hong Kong SAR 6 hours ago

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Do you want your voice heard and your actions to count?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups. Across the globe, we’re 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
This role is responsible for the risk management of an assigned portfolio of transactions and monitoring of credit and transaction related risks within a AIBD AFD portfolio.
The transactions are originated by origination team in AIBD AFD and may be on a bilateral, club or syndication basis.
Job Responsibilities:
Strategic

• To prepare credit reviews, credit applications, waiver requests, borrower ratings which include recommendations, within due dates, in accordance to the Bank’s internal guidelines and credit appetite. When producing the review or application, sound credit analysis, sensitivity analysis on financial models (to ensure it remains accurate and relevant), and examination of the key points and concerns will have to be clearly articulated so the credit offices can understand the key points.
• To undertake appropriate identification of early warning indicators, risks issues, close monitoring of and reporting on the status of the borrower and underlying project conditions, including escalating to appropriate departments where applicable. To prepare and host monthly Close Watch meetings.
• Actively managing the overall risk profile of the borrower, effective obligor or transaction and to recommend changes where necessary to mitigate risks.
• To prepare borrower ratings and cash flow projections in rating reviews.
• To play an active supporting role on refinancing and potential work-out transactions, where required.
• To actively support the negotiation of waiver terms and amendment documents, where required.
• To co-work on secondary loan transfers and loan participation, where required.
• To prepare regular reports, including but not limited to credit conditions and instructions, action plans, stress tests, sector monitoring reports, Asset Evaluation Sheet, presentations to management or credit committee. To prepare ad-hoc reports related to the portfolio that has a financial impact to the Bank, or as requested by Management/Head Office or Regulators.
• Coordinate and prepare for internal and external audits or regulatory inspections.
• Support the Team Leader and HOD in the Team’s operations, administration duties, organizing events as well as to provide back-up support for other team members, when required, as well as to participate in ad-hoc projects under the Bank’s initiatives.
• Adhere to all company policies as well as guidelines. Including supporting KYC and compliance requirements.
• Support in maintaining, developing and updating local credit policies to ensure alignment with all relevant regulations.
• To identify industry, economic and sector trends and developments which can impact the portfolio.
• To represent AIBD AFD and Global Aviation Finance Office (GAFO) on interactions with and reporting matters to HK Branch and HK local regulator.
  

• Support the delivery of timely process improvement initiatives for the Team.
• To support AFD team for credit assessment and onboarding of new clients and recommend appropriate Borrower Rating for the client
  

• Deliver a high quality of service to internal and external stakeholders to enhance the Bank's reputation and to meet customer's expectations.
• Liaise and collaborate with customers, agents, external consultants, auditors, regulators and others to ensure that the Team may perform its functions in an appropriate and timely manner.
• To work in partnership with and liaise with origination/structuring teams, relationship managers/sector coverage, credit teams, middle offices, overseas/regional branches, subsidiaries, affiliates and other departments to support the Teams’ responsibilities and matters relating to transactions under the portfolio.
  

• To guide fellow team members on internal policies, procedures and knowledge sharing. To mentor junior members of the team.
• To liaise with various departments and work together with GAFO as a global aviation team.
  

• To comply with relevant MAS and HKMA regulations and MUFG group policies.
  

• Degree qualified. Professional qualifications such as CFA or FRM would be an advantage.
• Minimum 6 years experience in credit analysis and credit risk (including Structured Products financing or Corporate Banking).
• Experience in reviewing and preparing credit application recommendations, waiver requests, reviews of credit controls and legal documentation.
• Strong organisation skills and attention to details and accuracy.
• Strong communication, presentation and writing skills.
• Proactive, resourceful and a good team player, with ability to build rapport with internal and external parties.
• Good understanding of banking products and their risks.
• Strong understanding of credit risk, financial analysis, critical and data analysis, impact sensitivity studies, financial modelling.
• Familiarity in financing documentation and legal considerations.
• Indepth sector knowledge in aviation financing would be an advantage.
• Strong negotiation skills.
• Strong technical skills with a strategic mindset, and strong business acumen.
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Financial Services and Banking

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Job Description - Executive Director, Discretionary Portfolio Management, Private Banking (250005A)

Job Description

Executive Director, Discretionary Portfolio Management, Private Banking - ( 250005A )

Business Function

DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.

We are seeking a dynamic and experienced professional to lead our Discretionary Portfolio Management (DPM) business in Hong Kong. The incumbent will assume the role of Executive Officer in accordance with the Securities and Futures Ordinance, and collaborate with private bankers to drive AUM growth through promoting mandate solutions.

Responsibilities

• Collaborate with Private Banking / Treasures Private Client Front Office (including RMs and Investment Counsellors), CIO Office, Institutional Banking and other stakeholders to market DPM and other managed investment solutions
• Lead a team of DPM specialists to drive CIO/DPM AUM growth and sales through strategic initiatives and targeted client engagement
• Engage Front Office to meet with end clients to position and market DPM as a core component of client portfolios
• Conduct relevant presentation and training to both internal and external clients/stakeholders including programs for new joiners and regular team huddles
• Liaise and co-ordinate with CIO/DPM Mandate Specialists & Communications Team on preparation of DPM proposals (especially Bespoke Mandates), marketing collaterals, internal announcements, and other presentation deck
• Handle queries from internal and external stakeholders and provide guidance on all CIO/DPM related queries

Requirements

• Minimum 12-15 years of relevant work experience in marketing Managed Investment solutions to UHNW and institutional clients
• Experience in asset management, portfolio management, research or securities trading an added advantage
• In-depth knowledge of investment market, equities, bonds, mutual funds and private asset funds
• Ability to articulate investment strategy and solutions in a clear and concise manner to stakeholders
• Team player with a highly motivated and driven personality to be able to work with internal and external stakeholders to drive AUM sales
• Excellent spoken and written communication skills in English, Mandarin and Cantonese
• A recognised relevant degree in finance, accountancy, or business; a CFA or CAIA will be an added advantage
• Ability to travel on business trips as and when required

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

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Join to apply for the Associate Director, Portfolio Management - Fund-of-Funds Investment role at AIA Hong Kong and Macau

Join to apply for the Associate Director, Portfolio Management - Fund-of-Funds Investment role at AIA Hong Kong and Macau

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FIND YOUR 'BETTER' AT AIA

We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we’d love to hear from you.

About The Role
Investment Strategy: Conduct quantitative and qualitative analysis to support the investment strategy of AIMHK to manage multi-manager, multi-asset to manage fund-of-funds products. Perform global and local macroeconomic research and formulate investment strategies for fund-of-funds portfolios.

FIND YOUR 'BETTER' AT AIA
We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.
We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.
If you believe in better, we’d love to hear from you.
About The Role
Investment Strategy: Conduct quantitative and qualitative analysis to support the investment strategy of AIMHK to manage multi-manager, multi-asset to manage fund-of-funds products. Perform global and local macroeconomic research and formulate investment strategies for fund-of-funds portfolios.
Portfolio Management: Manage portfolios on AIAHK’s MPF, ORSO and ILAS platforms to deliver outperformance for portfolios under management. Ensure portfolio compliance with relevant regulations and internal guidelines.
Fund Evaluation: Work with fund researcher regarding fund research and due diligence to support AIMHK’s multi-manager products and conduct portfolio construction analysis to enhance investment performance.
Stakeholder Management: Establish good rapport with stakeholders within AIA Group, including AIAHK, AIA Trustee, Group Investment and AIAIM in Singapore
Roles And Responsibilities
Investment Strategy:

• Build and maintain quantitative models to identify investment opportunity and forecast investment trends.
• Conduct macro investment research and formulate tactical asset allocation strategies for multi-asset products.
  

• Daily portfolio management across fund-of-funds portfolios on AIAHK’s MPF, ORSO and ILAS platforms.
• Deliver outperformance against peer group median and benchmark
• Ensure portfolios are in compliance with relevant regulations and internal guidelines.
• Monitor HKD exposure and manage FX hedge across portfolios.
• Manage AIMHK APIFs and jointly managed funds on ILAS platform.
• Assist trade execution on fund-of-funds portfolios, post-trading and portfolio monitoring.
• Provide monthly portfolio commentaries
  

• Work with manager researcher to identify and select well-performing funds for AIMHK managed multi-manager products to enhance investment performance and construct the portfolios for AIAHK’s MPF, ORSO and ILAS products.
• Participate in ESG assessment of the funds
  

• Collaborate with Product team to identify appropriate investment strategies according to the investment policy and objectives.
• Liaise with fund managers to develop new funds
  

• Establish good rapport with stakeholders within AIA Group, including AIAHK (e.g. ILAS & MPF teams), Group Investment (e.g. TAA & External Managers teams) and AIAIM in Singapore.
• Provide investment and fund related supports to the investment, MPF and ILAS teams of AIAHK.
  

• Onboard to Aladdin controls environment and enhance existing investment operational flow and controls as needed.
• Enhance hedging arrangement
  

• Experience in managing public funds for reputation financial institutions.
• Satisfy Key Person requirement with at least 5 years of public funds management experience.
• Around 10 years of experience in investment experience and/or asset management.
• Postgraduate qualification in Finance, Economics or quantitative-related subjects.
• Investment-related professional qualification (e.g. CFA, FRM or CAIA).
• Holders of SFC license 9.
• In-depth understanding of market dynamics of major asset classes, including equities, bonds and currencies.
• Ability to quantitatively/qualitatively translate economic situation, financial market development, asset valuation and price momentum into investment strategies & recommendations.
• Knowledge of retail financial markets and wealth management products.
• Strong presentation and report-writing skills.
• Good team player with strong coordination and project management skills to work with colleagues from various cultural background and different departments.
  

• You are required to obtain relevant licence if your job involves in regulated activities.
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Insurance

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Islands District, Hong Kong SAR 20 hours ago

Shenzhen, Guangdong, China CN¥20,000.00-CN¥30,000.00 2 years ago

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8 hours ago Be among the first 25 applicants

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Are you a dynamic and results-oriented professional looking to make an impact in the banking sector? We are seeking a talented Business Development Manager to join our client's team and drive growth in SME Case and lending business.

Reporting to the Head, Product Development & Portfolio Management to identify business opportunities and coordinate with channels to grow SME case & lending business and assist to formulate and launch effective marketing campaigns to deliver business targets.

Key Responsibilities:

• Strategic Execution: Develop and implement effective business strategies and marketing plans aligned with our bank’s objectives.
• Innovative Marketing: Create and execute marketing strategies to enhance SME case services and lending opportunities, driving both acquisition and retention.
• Campaign Management: Lead the design and execution of comprehensive marketing campaigns, including ATL, BTL, social media, and PR events to attract new customers.
• Collaboration: Work closely with various internal teams to ensure seamless program launches and execution.
• Regulatory Compliance: Stay updated on regulatory and compliance requirements, integrating them into all marketing initiatives.
• Market Analysis: Conduct competitor analysis to identify trends and insights that inform our strategies.
• Performance Tracking: Monitor campaign effectiveness and prepare detailed reports on results.
• Budget Management: Plan and manage marketing budgets while providing regular updates on spending.
• Sales Performance Review: Conduct regular reviews of sales performance to identify opportunities for improvement.

What We’re Looking For:

• Educational Background: Bachelor’s degree or higher in Business Administration, Marketing, or a related field.
• Experience: 5-8 years of experience in business banking, with a preference for candidates with branch operation exposure.
• Industry Knowledge: Comprehensive understanding of banking products, operations, marketing processes, and segment management.
• Communication Skills: Excellent verbal and written communication abilities in English and Chinese; proficiency in Putonghua is a plus.
• Leadership Qualities: Strong leadership and people management skills, with a proven ability to work under pressure and meet tight deadlines.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Business Development
• Industries Banking

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Eastern District, Hong Kong SAR HK$45,000.00-HK$55,000.00 3 weeks ago

Wan Chai District, Hong Kong SAR 13 hours ago

Wan Chai District, Hong Kong SAR 1 week ago

Wan Chai District, Hong Kong SAR 1 month ago

Wan Chai District, Hong Kong SAR 1 week ago

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Join JPMorgan Asset Management's Global Real Estate team in Asia Pacific as a Managing Director in Portfolio Management. This role offers the opportunity to drive strategic investment decisions and create value for clients through proactive asset management and capital raising efforts.

As a Portfolio Manager in the Real Estate Asia Pacific team, you will lead and actively participate in portfolio management efforts for various private direct real estate strategies. Your responsibilities include reviewing investment opportunities sourced by the acquisitions team, overseeing activities of the asset management team to create investment value, and assessing the disposition of investments to achieve strategic risk/reward outcomes. You will collaborate with senior investment, research and strategy, and product development teams to formulate and launch strategies/funds, and participate in investment review committees responsible for acquisitions, dispositions, financing/refinancing, major investment decisions, and asset strategy reviews.

This senior role also involves interfacing directly with prospective and existing clients, client advisors, client portfolio managers, sales and relationship management teams to assist in capital raising and relationship management with institutional investors, intermediaries, and private wealth clients.

• Develop strategies and execution plans aligned with client mandates and fund guidelines.
• Assist in developing strategy/fund documentation, including private placement memoranda, partnership agreements, and investment advisory agreements; execute capital raising plans.
• Evaluate and oversee acquisitions, asset management, development, and disposition activities, including sustainability integration, to meet client/fund objectives.
• Review and recommend multi-year portfolio strategies, including hold/sell decisions.
• Manage liquidity requirements, distributions, reserves, and funding sources.
• Manage investment risks including exposure, concentration, counterparty, tenant, leasing, credit, interest rate, foreign currency, and political risks.
• Review annual business plans, leasing, capital, and operating budgets.
• Support capital raising through engagement with clients, consultants, and relationship managers throughout the process.
• Review and communicate portfolio performance and updates to clients and internal teams.

• At least 15 years of institutional real estate acquisitions and asset/portfolio management experience across sectors like living, industrial/logistics, office, retail, and hotels, with a strong track record in value-add/opportunistic strategies.
• Minimum of 10 years investing in key Asia Pacific real estate markets.
• Experience working with internal transaction teams, joint venture partners, operators, and third-party service providers.
• Proven success in capital raising from global institutional investors and private channels.
• Strong analytical, investment judgment, leadership, and relationship-building skills.
• Ability to train and develop junior team members.
• Thorough understanding of real estate investment structures.

• Fluency in Japanese and Korean is a plus.

Location: Hong Kong or Singapore preferred. Extensive travel within Asia Pacific required.

J.P. Morgan is a global leader in financial services, committed to building trusted, long-term partnerships with clients. We value diversity and inclusion and are an equal opportunity employer.

Join to apply for the EY-Parthenon-Infrastructure Advisory-Project, Programme and Portfolio Management-Senior-Hong Kong role at EY-Parthenon

2 days ago Be among the first 25 applicants

Join to apply for the EY-Parthenon-Infrastructure Advisory-Project, Programme and Portfolio Management-Senior-Hong Kong role at EY-Parthenon

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EY-Parthenon - Infrastructure Advisory - Project, Programme and Portfolio Management (P3M) - Senior - Hong Kong
The opportunity
At EY-Parthenon, our unique combination of transformative strategy, transactions, tax and corporate finance delivers real-world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, boards, private equity and governments every step of the way.
Our Infrastructure and Government Advisory (IGA) team is looking to hire a consultant with at least four years of professional experience in delivering major infrastructure projects with at least some of that experience coming from practical site-based experience.
Background to the IGA team
The candidate will be joining the IGA team in supporting clients from initial analysis and project evaluation through to procurement, financial close, construction and operations under three workstreams of services:

• Project, Programme and Portfolio Management (P3M)
• Strategy and Policy
• Transactions, Economics and Finance
  

• Industry transformation: We advise government and public authorities on project delivery; providing strategic advice in procurement approaches; organization and delivery model design; commercial and assurance strategies; communication and promotion strategies; stakeholder management; capability and capacity assessments; project and programme controls; and PMO design and implementation.
• Project delivery optimization: We advise private sector clients on transforming the way they deliver projects in the public and private sector. This includes assessing and optimizing project management frameworks, procurement, enhancing project governance structures and implementing best practices in project execution.
• Digital and data transformation and High Productivity Construction (HPC): We advise on digital, technology and innovative construction recommendations that are transforming the construction industry and major programmes, including: Modular Integrated Construction (MiC); Multi-trade Integrated Mechanical, Electrical and Plumbing (MiMEP), and advancing technologies such as Artificial Intelligence (AI).
  

• Reviewing client processes to identify improvements and enhance efficiency
• Engaging with stakeholders to understand their needs and provide optimal recommendations
• Advising on the organization design and transformation for effective delivery
• Developing procurement strategies at project or portfolio levels
• Assessing client requirements for data and connectivity, recommending digital alternatives
• Conducting market soundings to evaluate private sector capabilities and appetite towards proposed approaches
• Creating detailed proposals and business development materials, participating in industry events and contributing to EY though leadership
• Assisting with client engagement tasks, including billing, WIP and other administration.
• Staying informed on industry trends and economic developments to swiftly address emerging issues
  

• Experience in construction or real estate as a Project Manager, Engineer, Quantity Surveyor or Commercial Manager
• Experience in delivery or advisory roles within industry, government or a consultancy (major professional services firms, consulting practices or specialist firms)
• Experience in delivering expert project, programme or wider industry transformation
  

• Deep understanding of the technical and management aspects of the infrastructure project delivery lifecycle
• Familiarity with construction data sets such as schedule, cost, health and safety, environmental quality (HSEQ), contract, risk, and finance
• Experience with digital tools and approaches in the construction and infrastructure sectors, including knowledge of Building Information Modelling (BIM) and other data management systems
• Experience in procurement processes and contract administration using contract forms used in Hong Kong (e.g., NEC)
• Strong report writing, communication and presentational skills
• Ability to build effective working relationships with internal stakeholders and clients
• Excellent problem-solving skills, curiosity and creative thinking
• Ability to work effectively and collaboratively in teams
• Enthusiastic work ethic with a willingness to learn and engage in new areas
• Relevant professional qualifications (e.g., APM PMQ, RICS, ICE, ChPP) are preferred
• Business proficiency in both written and spoken English and Chinese is preferred
  

• Opportunity for travel and international exposure
• Collaborate with leading firms in law, banking, finance, real estate development and construction
• Support for achieving professional qualifications
• Flexibility to manage your role in a way that’s right for you
• Personalized career development opportunities, including coaching and formal learning
• Access to a network of industry leaders that can open new doors
• Work with a diverse team with diverse backgrounds, knowledge and skillsets
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Other
• Industries Business Consulting and Services

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