Portfolio Manager/Senior Analyst, Equities, Technology Sector
Job Description
**Role Overview:**
We are seeking a Portfolio Manager/Senior Analyst to join our Asia Equities team within a long-only, active asset management firm. This role focuses on Greater China technology sector and Taiwan equities, requiring deep industry expertise, strong fundamental research capabilities, and a proven ability to generate alpha. The successful candidate will contribute to portfolio construction, stock selection, and risk management, while also engaging with institutional and retail clients to communicate investment strategy and performance.
**Key Responsibilities:**
**Fundamental Research & Portfolio Management**
+ Conduct deep-dive fundamental research on companies in Greater China technology and Taiwan markets.
+ Build and maintain detailed financial models, perform valuation analysis, and assess industry dynamics.
+ Identify secular trends, competitive advantages, and catalysts for long-term value creation.
+ Manage positions within assigned sector and country coverage, ensuring alignment with portfolio objectives and risk parameters, working in a team-based culture.
**Collaboration & Engagement**
+ Present investment recommendations to the Asia & EM equities teams.
+ Engage with company management teams, industry experts, and sell-side analysts to gather insights.
+ Work closely with colleagues across region/globally to share ideas and coordinate strategies.
**Client Interaction & Communication:**
+ Able to represent the Asia Equities team in client meetings, presentations, and portfolio reviews for institutional and retail clients.
+ Clearly articulate investment philosophy, portfolio positioning, and performance drivers.
+ Respond to client inquiries and provide timely market updates and insights, when needed.
+ Collaborate with distribution and client service teams to support business development and retention efforts.
**Qualifications & Experience:**
+ Bachelor’s degree in Finance, Economics, Accounting, or related field; CFA or MBA preferred.
+ Min 10 years of experience in a buy-side firm with no more than 5 years as a Portfolio Manager.
+ Proven track record of generating alpha through fundamental research and disciplined investment process.
+ Deep understanding of Greater China technology sector and Taiwan equity markets.
+ Strong financial modeling, valuation, and analytical skills.
+ Excellent communication and presentation abilities; fluency in Mandarin and English required.
+ Experience in client-facing roles, including presentations and portfolio reviews.
**Key Competencies:**
+ Team-oriented mindset but independent thinker with high conviction and strong risk awareness.
+ Ability to manage multiple priorities and deliver under tight deadlines.
+ Strong interpersonal skills, self-started for effective team collaboration and client/stakeholder engagement.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [email protected] .
**Modalidades de Trabajo**
Híbrido
We are seeking a Portfolio Manager/Senior Analyst to join our Asia Equities team within a long-only, active asset management firm. This role focuses on Greater China technology sector and Taiwan equities, requiring deep industry expertise, strong fundamental research capabilities, and a proven ability to generate alpha. The successful candidate will contribute to portfolio construction, stock selection, and risk management, while also engaging with institutional and retail clients to communicate investment strategy and performance.
**Key Responsibilities:**
**Fundamental Research & Portfolio Management**
+ Conduct deep-dive fundamental research on companies in Greater China technology and Taiwan markets.
+ Build and maintain detailed financial models, perform valuation analysis, and assess industry dynamics.
+ Identify secular trends, competitive advantages, and catalysts for long-term value creation.
+ Manage positions within assigned sector and country coverage, ensuring alignment with portfolio objectives and risk parameters, working in a team-based culture.
**Collaboration & Engagement**
+ Present investment recommendations to the Asia & EM equities teams.
+ Engage with company management teams, industry experts, and sell-side analysts to gather insights.
+ Work closely with colleagues across region/globally to share ideas and coordinate strategies.
**Client Interaction & Communication:**
+ Able to represent the Asia Equities team in client meetings, presentations, and portfolio reviews for institutional and retail clients.
+ Clearly articulate investment philosophy, portfolio positioning, and performance drivers.
+ Respond to client inquiries and provide timely market updates and insights, when needed.
+ Collaborate with distribution and client service teams to support business development and retention efforts.
**Qualifications & Experience:**
+ Bachelor’s degree in Finance, Economics, Accounting, or related field; CFA or MBA preferred.
+ Min 10 years of experience in a buy-side firm with no more than 5 years as a Portfolio Manager.
+ Proven track record of generating alpha through fundamental research and disciplined investment process.
+ Deep understanding of Greater China technology sector and Taiwan equity markets.
+ Strong financial modeling, valuation, and analytical skills.
+ Excellent communication and presentation abilities; fluency in Mandarin and English required.
+ Experience in client-facing roles, including presentations and portfolio reviews.
**Key Competencies:**
+ Team-oriented mindset but independent thinker with high conviction and strong risk awareness.
+ Ability to manage multiple priorities and deliver under tight deadlines.
+ Strong interpersonal skills, self-started for effective team collaboration and client/stakeholder engagement.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [email protected] .
**Modalidades de Trabajo**
Híbrido