# Portfolio Management Senior Associate

**Company**: Invesco
**Location**: Hong Kong
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://invesco.wd1.myworkdayjobs.com/en-GB/IVZ/job/Hong-Kong-Hong-Kong/Senior-Associate--Portfolio-Management_R-15659?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_c7a620ad-205

## Description

The Portfolio Management Senior Associate position is based in Hong Kong and will support the APAC portfolio management team on reporting, operational, and analytical aspects of a flagship APAC real estate fund.

Responsibilities:

- Perform fund level analysis for potential transactions

- Coordinate with Asset Management to review asset level budget and analyze fund level impact

- Conduct portfolio attribution analysis and performance diagnostics across countries, sectors, and assets

- Support portfolio construction, capital allocation, and strategic asset allocation initiatives

- Analyze impact of acquisitions, dispositions, financing activities, and valuation changes on fund performance

- Lead quarterly and annual reporting process with various function teams

- Manage the portfolio database and analyze asset and fund level data for performance updates

- Monitor and benchmark fund performance against relevant industry indices and peer funds

- Compile and manage fund level budgets and cash positions

- Oversee capital requirements and coordinate fund flow process

- Coordinate with various functions for transaction closing and other operational or regulatory requirements

Requirements:

- Degree holder with minimum 5 years of relevant experience in real estate investment, portfolio management, fund management, valuation, transaction advisory, corporate finance, or related fields

- Strong numerical capability and exceptional financial modelling skills

- Strong technical capabilities in Excel and PowerPoint

- Fluent in Chinese and English

- Qualified CPA or CFA Level 1 or above (passed) is preferred

## Skills

### Required
- financial modelling
- portfolio management
- real estate investment
- Excel
- PowerPoint

### Nice to have
- VBA/Macro
- Python
- Power BI
- CPA
- CFA

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Source: [Apply at invesco.wd1.myworkdayjobs.com](https://invesco.wd1.myworkdayjobs.com/en-GB/IVZ/job/Hong-Kong-Hong-Kong/Senior-Associate--Portfolio-Management_R-15659?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)