Fosun International Limited is a family-focused multinational company listed on the main board of the Hong Kong Stock Exchange (00656.HK) since 2007. Founded in 1992, with roots in China, Fosun's mission is to create customer-to-maker (C2M) ecosystems in health, happiness and wealth through technology and innovation, providing high-quality products and services for families around the world. Fosun International ranks No.371 on the 2020 Forbes Global 2020 List.
We are looking for an experienced long only Equity Portfolio Manager to join our asset management team currently managing and advising on over $10bln of assets for insurance clients and third party capital. This position is plays a key role in the investment decision making process, and will manage research analysts as well as maintain relationships with an extended research team. The Portfolio Manager will come from a fundamental driven investment background, collect and analyze financial information for stocks within target sectors, to build financial models to explore future scenarios of the stocks on a company and wider macroeconomic level, and make investment decisions for our global equities portfolios. The ideal candidate will have a solid track record of performing above market benchmark and combine a strong quantitative skill set with a range of qualitative skills in order to effectively communicate their investment thesis to the wider investment committee as well internal stakeholders and external clients.
Create and maintain earnings, valuation, and industrial models for stocks in portfolio.
Analyze data to identify emerging opportunities and risks, build forward looking financial models to support the investment thesis
Review and present research reports to the internal investment committee as well as external stake holders.
Provide BUY/SELL/HOLD recommendations for various investment mandates.
Evaluate new issue investment opportunities
Conduct meetings and sustain relationships with management teams, sell-side analysts, rating agency analysts and industry experts; and responding to requests for models and ad-hoc analysis.
Maintain constant coverage of industry-related news, trends, and developments. Disseminate your insight when appropriate to internal and external stakeholders.
Build relationships with investor relations teams of your portfolio companies.
Devise and perform your own primary research methods, keeping abreast of trends and sentiment in the market.
Liaise with internal sales and trading teams for responding to news, corporate action, and reporting events. You will be expected to maintain a procedure protocol for escalating emerging news.
Maintain a public image for the firm at conferences/events. Communicate the company's research, building its brand and referring potential new clients.
Sector coverage preference: TMT Internet, pharmaceuticals and consumer
Bachelor's degree in finance, economics, financial engineering, statistics, or econometrics
Profound understanding of equity markets on a global level. In addition, a deep understanding of fundamental analysis, financial modeling, asset allocation, and strategy research
Minimum 12 years of buy-side or sell-side equity research and/or investment banking experience
Excellent finance, accounting and math skills
Solid proficiency with Bloomberg, Excel, Word and PowerPoint
Excellent written and verbal communication skills in Mandarin and English, Proficiency for presenting and debating a point under pressure useful
HK SFC RO Type 1, 4, 9 and CFA qualification preferred