Quantitative Portfolio Manager

Olive Asset Management (Hong Kong) Limited | 橄榄树资产管理（香港）有限公司

📍 Hong Kong |

🏛️ SFC Licensed Corporation · Central Entity No. BOC542

About Olive | 关于我们

Olive Asset Management is the global asset management platform of Noah Holdings (NYSE: NOAH | HKEX: 6686), headquartered in Singapore with offices in Hong Kong, Shanghai, Silicon Valley, and New York. We are one of the group’s core strategic platforms, providing multi-asset and alternative investment solutions across public markets, private markets, hedge funds, and discretionary portfolios for high-net-worth and institutional-oriented clients.

橄榄树资产管理是诺亚控股（NYSE: NOAH | HKEX: 6686）旗下全球资产管理平台，总部位于新加坡，并在香港、上海、硅谷及纽约设有办公室。作为集团核心战略平台之一，我们围绕公开市场、私募市场、对冲基金及多元资产配置，为高净值客户及机构化需求客户提供综合投资解决方案。

The Role | 岗位定位

We are seeking an Investment Manager to focus on multi-asset portfolio construction and ongoing portfolio management for discretionary and advisory mandates. This role will play a key part in building model portfolios, conducting asset allocation, selecting underlying investment instruments, and managing portfolio risks across market cycles.

ETF will be an important core building block in the portfolio toolkit, but not the only one. Depending on strategy objectives and client needs, the portfolio may also include mutual funds, active managers, hedge funds, fixed income instruments, cash management tools, and other eligible liquid or semi-liquid investment products.

This role is well-suited for candidates with FOF, FOHF, multi-asset allocation, manager selection, or institutional portfolio management experience, who combine strong investment judgment with analytical rigor and practical execution ability.

我们正在招聘一位 投资经理 ，聚焦于 多元资产组合构建与持续组合管理 ，服务于全权委托及顾问型账户。该岗位将在模型组合搭建、大类资产配置、底层投资工具筛选及组合风险管理中发挥关键作用。

ETF将是组合中的核心重要配置工具之一，但并非唯一标的。 根据策略目标及客户需求，组合底层也可能纳入公募基金、主动管理产品、对冲基金、固定收益工具、现金管理工具及其他合资格的流动性或半流动性资产。

该岗位尤其适合具备 FOF、FOHF、多元资产配置、管理人筛选或机构型组合管理 背景的候选人，要求兼具投资判断力、分析能力与落地执行能力。

What You’ll Do | 主要职责

• Construct and manage multi-asset portfolios across global equities, fixed income, commodities, alternatives, and cash, in line with different client risk-return objectives
• 构建并管理多元资产组合 ，覆盖全球股票、固定收益、商品、另类资产及现金类资产，匹配不同客户的风险收益目标
• Develop and maintain model portfolios and discretionary mandates , including strategic asset allocation, tactical tilts, portfolio rebalancing, and risk budgeting
• 搭建并维护模型组合及全权委托账户 ，包括战略资产配置、战术调整、组合再平衡及风险预算管理
• Use ETFs as a key implementation tool where appropriate, while also assessing and allocating to other suitable instruments such as mutual funds, active managers, hedge funds, and structured/liquid investment solutions
• 在合适场景下将 ETF作为重要实施工具 ，同时评估并配置其他适合的投资工具，包括公募基金、主动管理产品、对冲基金及结构化/流动性投资方案
• Conduct underlying manager / fund / product due diligence , covering investment philosophy, portfolio construction process, liquidity, fees, operational setup, transparency, and risk characteristics
• 开展 底层管理人 / 基金 / 产品尽职调查 ，评估其投资理念、组合构建方法、流动性、费用、运营架构、透明度及风险特征
• Build and maintain an approved investment universe , covering ETFs, mutual funds, hedge funds, and other eligible instruments across Hong Kong, U.S., and other relevant international markets
• 建立并维护 可投资工具池 ，涵盖香港、美国及其他相关国际市场的ETF、公募基金、对冲基金及其他合资格投资工具
• Monitor portfolio exposures and risk concentrations across asset class, geography, sector, style, factor, duration, liquidity, and currency dimensions
• 从资产类别、地域、行业、风格、因子、久期、流动性及货币等维度，持续监控组合敞口与风险集中度
• Perform portfolio analytics and stress testing , including drawdown analysis, scenario analysis, correlation review, performance attribution, and liquidity assessment
• 开展 组合分析与压力测试 ，包括回撤分析、情景分析、相关性审视、业绩归因及流动性评估
• Work closely with internal stakeholders, including wealth advisors, product teams, compliance, and investment committee members, to support portfolio implementation and client delivery
• 与财富顾问、产品团队、合规及投委会成员紧密合作，支持组合落地执行及客户交付
• Prepare investment memos, portfolio reviews, market outlooks, and client presentation materials in both English and Chinese
• 以中英文撰写 投资备忘录、组合回顾、市场观点及客户沟通材料
• Apply data and technology tools , including AI tools and self-built analytical workflows, to improve research efficiency, portfolio monitoring, and reporting automation
• 运用 数据与技术工具 ，包括AI工具及自主搭建的分析流程，提升研究效率、组合监控及报告自动化水平
• Participate in investment committee discussions and support client meetings when needed
• 参与投委会讨论，并在需要时支持客户会议沟通

What We’re Looking For | 我们期待的候选人

• 5–8 years of relevant investment experience , ideally from asset management, private banking, wealth management, family office, OCIO, FOF, FOHF, or multi-asset portfolio management platforms
• 5至8年相关投资经验 ，优先考虑来自资产管理、私人银行、财富管理、家族办公室、OCIO、FOF、FOHF或多元资产组合管理平台的候选人
• Demonstrated experience in portfolio construction, asset allocation, manager/fund selection, and ongoing portfolio management
• 具备 组合构建、大类资产配置、管理人/基金筛选及持续组合管理 的实际经验
• Solid understanding of multi-asset investment frameworks , including public market funds, ETFs, hedge funds, fixed income products, and other liquid investment instruments
• 对 多元资产投资框架 有扎实理解，熟悉公募基金、ETF、对冲基金、固定收益产品及其他流动性投资工具
• Familiarity with candidates from FOF / FOHF-style backgrounds , including portfolio diversification, manager evaluation, correlation/risk management, and drawdown control
• 具备 FOF / FOHF类型能力背景 者优先，包括组合分散化、管理人评估、相关性/风险管理及回撤控制经验
• Strong analytical mindset with the ability to connect top-down asset allocation views with bottom-up instrument selection
• 具备较强分析能力，能够将 自上而下的大类资产配置观点 与 自下而上的底层工具筛选 有效结合
• Proficiency in Bloomberg / FactSet / Morningstar Direct / Excel / PowerPoint or similar investment tools
• 熟练使用 Bloomberg / FactSet / Morningstar Direct / Excel / PowerPoint 等投资分析工具
• Hands-on coding ability in Python, R, SQL, or similar tools for portfolio analytics, risk monitoring, data processing, screening, or reporting automation
• 具备一定的 自主 coding 能力 ，可使用 Python、R、SQL 或类似工具进行组合分析、风险监控、数据处理、筛选及报告自动化
• Practical experience using AI productivity tools (e.g. ChatGPT, Claude, Copilot, Perplexity, or similar) in research, data synthesis, presentation drafting, or workflow enhancement
• 具备将 AI效率工具 （如 ChatGPT、Claude、Copilot、Perplexity 等）应用于研究、信息整合、材料撰写或工作流优化的实际经验
• SFC Type 4 licence (or eligibility) required; Type 9 licence is a strong plus
• 持有香港证监会 第4类牌照 （或具备申请资格）；持有 第9类牌照 者优先
• Fluent in Mandarin and English (written and spoken); Cantonese is a plus
• 中英文流利 （书面及口头）；会粤语者优先

Preferred | 优先条件

• CFA, CAIA, FRM, or other relevant professional qualifications
• 持有 CFA、CAIA、FRM 或其他相关专业资格者优先
• Experience with discretionary portfolio management , investment committee processes, and client-facing portfolio communication
• 具备 全权委托组合管理 、投委会机制及客户沟通经验者优先
• Familiarity with Cayman / BVI fund structures , offshore funds, UCITS, QDLP / QFLP, or cross-border wealth management products
• 熟悉 开曼 / BVI基金架构 、离岸基金、UCITS、QDLP / QFLP 或跨境财富管理产品者优先
• Understanding of Hong Kong regulatory and operational considerations related to multi-asset portfolio implementation
• 熟悉香港市场下多元资产组合落地相关监管与运营要求者优先

Why Join Us | 加入我们的理由

• Opportunity to work on institutional-quality multi-asset portfolio management within a fast-evolving platform
• 有机会在快速发展的平台上参与 机构化标准的多元资产组合管理
• Exposure to a broad investment toolkit across ETFs, funds, hedge funds, and global liquid markets
• 可接触涵盖 ETF、公募基金、对冲基金及全球流动性市场的广泛投资工具体系
• High degree of collaboration across investment, product, and client teams
• 与投资、产品及客户团队高度协同合作
• A platform that values analytical rigor, technology adoption, and practical portfolio ownership
• 平台重视 分析深度、技术应用能力及组合管理实操 ownership

Application | 申请方式

All applications will be treated in strict confidence. Only shortlisted candidates will be notified. Olive Asset Management (Hong Kong) Limited is an Equal Opportunity Employer.

所有申请将予以严格保密，仅入围候选人将获通知。橄榄树资产管理（香港）有限公司为平等机会雇主。