Portfolio Manager / Senior Portfolio Manager (Hong Kong Branch)
Manage discretionary investment accounts at Bank of China (Hong Kong). The role uses portfolio optimisation while handling cash, guideline constraints and client investment objectives.
What you’d work on
Our reading of the posting: what a new hire in this role would most likely spend their first months on.
- Implement investment decisions and monitor bond and cash positions.
- Apply quantitative portfolio tools to improve allocations.
- Coordinate account changes and portfolio projects with investment colleagues.
What they ask for
Required
- Discretionary account experience
- Portfolio analytical skills
- Relevant licensing examinations
- English and Mandarin
- Management experience
Preferred
- CFA and Type 9 RO or EO status
- Education
- Bachelor’s or higher in finance, economics, mathematics or a related subject.
- Experience
- At least 3 years of relevant Type 9 account management and 2 years of management within the past 6 years.
- Languages and tools
- Markets
- fixed-income
How to prepare
- Build a constrained fixed-income allocation example.
- Analyse portfolio cash flows and guideline compliance.
- Explain an optimisation result in terms of client objectives.
What to study
- Portfolio Theory and Quantitative Investment
- Fixed Income and Interest-Rate Models
- Linear Algebra, Optimisation and Numerical Methods
The Portfolio and Factor Quant roadmap sets out the stages for this kind of role, with free resources for each.
Open the roadmapApply
Read the full posting on Bank Of China (Hong Kong) Limited’s site before applying: requirements, location and pay can change after we check them.
View the posting on Bank Of China (Hong Kong) Limited’s site ↗
SelfMadeQuant wrote this summary from the employer’s public posting, last checked 6 November 2026. SelfMadeQuant isn’t affiliated with Bank Of China (Hong Kong) Limited and doesn’t handle applications.