Posted on 2021-11-26
Wang On Financial Services Management Limited

Investment Manager (Bonds & Funds)

Wang On Financial Services Management Limited


  • To conduct industry research on different economies and sectors, evaluate current and historical financial data;
  • To conduct investment research for bonds & funds’ investments including both investment grade and high yield credits on financial products including but not limited to HY bonds, convertible bonds, funds, equities, etc.;
  • To examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to formulate short, medium and long investment strategies;
  • To provide independent research reports for the company;
  • To provide in-depth analysis on bonds and funds investment strategies;
  • To responsible for financial modelling, business valuation;
  • To conduct due diligence reports on product providers and funds;
  • To monitor the existing investments and deliver timely review report;
  • To assist in development and implementation of securities investment strategies and asset allocation;
  • To make investment recommendations to investment committee;
  • To achieve investment target set by management within acceptable risk exposure;
  • To liaise with fund managers and network with industry professionals;
  • To actively dialogue and develop relationship with listed companies;
  • To actively monitor closely financial press and to keep a track of market trends, opportunities, risks and new investment products;
  • To compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios;
  • Other ad hoc duties



  • BS degree in Finance, Economics, Statistics or Accounting;
  • Chartered member of CFA &/ CPA is preferred;
  • Proven at least 5 years’ working experience as Investment Manager in financial services companies or fund houses; 3 year of which are the best for high yield bond related investment;
  • Familiar with private bank and family office operation will be an advantage.
  • Strong analytical thinking and quantitative skills, good interpersonal, communication and presentation skills;
  • Excellent quantitative and qualitative analytical skills;
  • Proof of have high yield bond investment track record
  • Immediately available is highly preferred


We offer competitive remuneration package, our benefits include:

  • Performance bonus
  • Education subsidy
  • Professional membership fee sponsorship
  • Life & medical insurance
  • Marriage Leave, Compassionate Leave, Examination Leave etc.
  • Public holidays
  • Staff purchase discount

Interested parties please send full resume with present and expected salary to Human Resources Department by clicking Apply Now.

(Information provided will be treated in strict confidence and will only be used for recruitment-related purposes.)

More job information
  • 5-day week
  • Education subsidies
  • Insurance plan
  • Medical plan
Job Function
  • Sheung Wan
Employment Term
  • Permanent
  • Full-time
  • 5 years - 10 years
Career Level
  • Middle management level
  • Degree