投资经理

我們正在尋求一位具備深厚基金架構知識及衍生工具交易經驗的投資專才。你將負責運用 香港有限合夥基金 (LPF) 架構，結合 總收益掉期 (TRS) 策略，為公司構建高效的投資平台，並負責相關業務的日常營運與管理。

職責範圍：投資架構設計： 負責利用 LPF 架構設立投資基金，並設計嵌入 TRS 衍生工具的投資策略，以優化投資組合的回報與稅務效率。

基金營運與管理： 監督 LPF 的日常運作，包括與基金行政管理人（Administrator）、託管人、法律顧問及審計師的協調。

TRS 交易執行： 運用 LPF 作為交易主體，與對手方執行 TRS 交易，管理槓桿水平及抵押品（Collateral）配置。

合規與監管： 確保所有操作嚴格遵守香港《有限合夥基金條例》及證監會（SFC）對相關投資活動的監管要求。

投資者關係： 與機構投資者溝通，解釋 LPF 架構下的投資邏輯及 TRS 交易的風險與回報。

策略優化： 持續監控市場變化，調整 LPF 內的資產組合及 TRS 策略，以應對市場波動。

職位要求：專業經驗： 具備 7 年以上金融行業經驗，必須具備 實際操作 LPF 架構的經驗，並深刻理解其法律架構與稅務特點。

衍生工具知識： 精通 TRS 交易流程，包括 ISDA 協議、保證金管理（Margin Management）及合成融資架構。

架構與合規： 熟悉香港基金法規，具備處理基金設立、監管申報及與服務供應商對接的實戰經驗。

學歷： 金融、法律、會計或相關專業碩士學位；具備 CFA、CAIA 或法律相關專業資格者優先。

軟技能： 具備極強的邏輯思維與解決複雜架構問題的能力，能獨立處理跨部門及外部顧問的溝通協調。

語言： 流利的中英文書寫及口語能力。

Job Title: Investment Manager - TRS & LPF Fund Structuring

We are seeking an experienced investment professional with deep expertise in fund structuring and derivative trading. You will be responsible for building an efficient investment platform by leveraging the Hong Kong Limited Partnership Fund (LPF) structure in conjunction with Total Return Swap (TRS) strategies, and overseeing the daily operations and management of these business activities.

Key Responsibilities:

Investment Structuring: Lead the establishment of investment funds using the LPF structure and design investment strategies embedded with TRS derivatives to optimize portfolio returns and tax efficiency.

Fund Operations & Management: Supervise the daily operations of LPFs, including coordination with fund administrators, custodians, legal counsel, and auditors.

TRS Execution: Utilize the LPF as the primary trading entity to execute TRS transactions with counterparties, managing leverage levels and collateral allocation.

Compliance & Regulatory: Ensure all operations strictly adhere to the Hong Kong Limited Partnership Fund Ordinance and the Securities and Futures Commission (SFC) regulatory requirements for relevant investment activities.

Investor Relations: Communicate with institutional investors, explaining the investment logic under the LPF structure and the risks and returns associated with TRS strategies.

Strategy Optimization: Continuously monitor market changes and adjust asset portfolios and TRS strategies within the LPF to navigate market volatility.

Requirements:

Professional Experience: 7+ years of experience in the financial industry. Must have hands-on experience in operating LPF structures with a deep understanding of their legal frameworks and tax implications.

Derivative Expertise: Proficient in TRS trading workflows, including ISDA agreements, margin management, and synthetic financing structures.

Structuring & Compliance: Well-versed in Hong Kong fund regulations, with practical experience in fund establishment, regulatory filings, and managing relationships with service providers.

Education: Master’s degree in Finance, Law, Accounting, or a related field. Professional qualifications such as CFA, CAIA, or legal credentials are highly preferred.

Soft Skills: Strong logical thinking and problem-solving abilities for complex structures; capable of independently managing cross-departmental and external consultant coordination.

Language: Fluency in both written and spoken English and Chinese (Mandarin/Cantonese).