AI ETF Investment Manager / ETF Portfolio Manager

Role Overview

We are looking for an AI ETF Investment Manager to manage ETF portfolios and develop AI-driven investment strategies. The role will focus on ETF portfolio construction, index and strategy research, rebalancing, risk control, performance attribution, and new product development across Hong Kong, Asia, and global markets.

Key Responsibilities

1. Manage ETF portfolios, including portfolio construction, rebalancing, tracking error control, liquidity management, and trade implementation.
2. Develop AI- and quantitative-driven ETF strategies, including factor selection, asset allocation, sector rotation, index enhancement, and risk forecasting.
3. Support new ETF product development across AI themes, technology sectors, Smart Beta, fixed income, cross-border, and multi-asset strategies.
4. Monitor global and Asian ETF market trends, macro conditions, fund flows, sector dynamics, and investor demand.
5. Work closely with trading, risk, compliance, product, sales, and operations teams to ensure efficient and compliant ETF management.
6. Monitor portfolio risks, including market risk, liquidity risk, concentration risk, currency risk, and tracking error.
7. Prepare investment reports, strategy updates, product performance analysis, and client presentation materials.
8. Support institutional clients, distribution channels, and internal sales teams with ETF strategy insights and market views.
9. Apply AI tools to improve research, portfolio management, trade execution, and risk management workflows.

Requirements

1. Bachelor’s degree or above in Finance, Economics, Mathematics, Statistics, Computer Science, Engineering, or a related field; Master’s degree preferred.
2. Minimum 5 years of experience in asset management, ETF management, index investing, quantitative investing, portfolio management, or related roles.
3. Strong understanding of ETF operations, including index replication, creation/redemption, market making, rebalancing, tracking error, and liquidity management.
4. Solid macro, sector, or quantitative research capability, with the ability to form independent investment views.
5. Proficiency in Python, SQL, R, or other data analysis tools preferred.
6. Experience with AI, machine learning, NLP, alternative data, factor models, or automated investment research preferred.
7. Familiarity with Hong Kong and Asian capital markets; knowledge of cross-border ETFs, Hong Kong equities, US equities, A-shares, or global ETFs preferred.
8. Strong risk awareness, compliance mindset, and investment discipline.
9. Excellent written and verbal communication skills in English and Chinese.
10. Relevant Hong Kong regulatory licenses or eligibility to obtain them preferred.

Preferred Qualifications

1. Experience in ETF product launches, custom index design, or ETF portfolio management.
2. Exposure to AI thematic investing, technology sector research, semiconductors, cloud computing, robotics, autonomous driving, or related sectors.
3. Experience supporting institutional clients, roadshows, or product strategy discussions.
4. CFA, FRM, CQF, or other relevant professional qualifications preferred.

Ideal Candidate Profile

The ideal candidate combines strong ETF product knowledge with practical AI and quantitative investment capabilities. You should be commercially aware, data-driven, disciplined in risk management, and able to contribute to the long-term competitiveness of ETF products in Hong Kong and international markets.

职位概述 我们正在招聘一位 AI ETF 投资经理（AI ETF Investment Manager），负责 ETF 投资组合管理及 AI 驱动投资策略开发。该职位将专注于 ETF 投资组合构建、指数及策略研究、调仓管理、风险控制、业绩归因分析，以及新产品开发，覆盖香港、亚洲及全球市场。

1. 主要职责 负责 ETF 投资组合管理，包括投资组合构建、调仓再平衡、跟踪误差控制、流动性管理及交易执行；
2. 开发基于人工智能（AI）及量化模型的 ETF 投资策略，包括因子筛选、资产配置、行业轮动、指数增强及风险预测等；
3. 支持新 ETF 产品开发，涵盖 AI 主题、科技行业、Smart Beta（智能贝塔）、固定收益、跨境投资及多资产策略等领域；
4. 持续跟踪全球及亚洲 ETF 市场发展趋势、宏观经济环境、资金流向、行业动态及投资者需求变化；
5. 与交易、风险管理、合规、产品、销售及运营团队紧密合作，确保 ETF 产品高效且合规运营；
6. 监控投资组合风险，包括市场风险、流动性风险、集中度风险、汇率风险及跟踪误差风险；
7. 编制投资报告、策略更新报告、产品业绩分析及客户演示材料；
8. 为机构客户、销售渠道及内部销售团队提供 ETF 投资策略洞察及市场观点支持；
9. 运用 AI 工具提升投研分析、投资组合管理、交易执行及风险管理等工作流程效率。

1. 任职要求 本科及以上学历，金融、经济学、数学、统计学、计算机科学、工程学或相关专业；硕士学历优先；
2. 具有 5 年以上资产管理、ETF 管理、指数投资、量化投资、投资组合管理或相关领域工作经验；
3. 深刻理解 ETF 运作机制，包括指数复制、申购赎回（Creation/Redemption）、做市商机制、投资组合调仓、跟踪误差管理及流动性管理；
4. 具备扎实的宏观研究、行业研究或量化研究能力，能够形成独立的投资判断与观点；
5. 熟练使用 Python、SQL、R 或其他数据分析工具者优先；
6. 具备人工智能（AI）、机器学习（Machine Learning）、自然语言处理（NLP）、另类数据（Alternative Data）、因子模型（Factor Models）或自动化投资研究经验者优先；
7. 熟悉香港及亚洲资本市场；具有跨境 ETF、港股、美股、A 股或全球 ETF 投资经验者优先；
8. 具备较强的风险意识、合规意识及投资纪律；
9. 具备优秀的中英文书面及口头沟通能力；
10. 持有香港相关监管牌照，或符合申请相关牌照资格者优先。

1. 优先考虑条件 具有 ETF 产品发行、定制指数设计或 ETF 投资组合管理经验；
2. 具备 AI 主题投资、科技行业研究经验，包括但不限于半导体、云计算、机器人、自动驾驶等领域；
3. 具有机构客户服务、路演活动或产品策略沟通支持经验；
4. 持有 CFA（特许金融分析师）、FRM（金融风险管理师）、CQF（量化金融认证）或其他相关专业资格证书者优先。

理想候选人画像 理想候选人应兼具扎实的 ETF 产品专业知识，以及实际的 AI 与量化投资能力。您应具备敏锐的商业意识，以数据驱动决策，严格遵循风险管理原则，并能够为公司 ETF 产品在香港及国际市场的长期竞争力提升作出积极贡献。