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Head of Asset Allocation & Principal Investment – Leading Chinese PE
January 14, 2021
Oversee company's principal capital on asset allocation, portfolio liquidity management, new business incubation, investment and post-investment management.
1. Asset allocation:
Comprehensively consider the company's Interim to long-term development strategy, liquidity and long-term profitability requirements, research and develop asset allocation recommendations, and establish capital use rules
According to the asset allocation proposal agreed by the Committee, provide countersigned opinions on the investment of self-funded projects, and keep track of the implementation of the asset allocation plan
Form a secretary group to provide support to the Asset Allocation Committee, and lead relevant employees to provide support to the self-funded investment decision-making committee and the real estate development group, including the review of the meeting materials, supervision and follow-up implementation of investment decisions and other administrative tasks
2. Portfolio liquidity management
Portfolio management: keep track of the actual implementation of the company's asset allocation decisions. Combining with the company's strategic goals, conduct a preliminary screening of company strategic projects
Liquidity management: monitor the company's cash flow and leverage ratio, providing early warning of the company's potential cash flow and market risk based on both market and cash flow conditions
Performance attribution: Summarize the achievement for each business divisions. Combined with the company's strategy and annual goals, regularly evaluate the company's business team investment performance and market benchmark.
3. New business incubation
Responsible for new business incubation according to the company's management arrangements, and provide support during the preparation period for the new business team according to the company's deployment
4. Investment and post-investment management
As the company's investor representative, assist the management in the unified management and supervision of the company's stock and primary market investment
Actively participate in the special working group involving the investment of self-owned funds, and promote the formulation, implementation and target implementation of the project plan
Assist the management to manage the company's directly affiliated companies and important member companies; Lead the secondary market team to raise the company's own capital investment return, coordinate the operation of the subsidiary company and the primary market team in the secondary market, and research and explore strategic merger targets from the secondary market
Lead the team to conduct research and industry analysis in key areas, and provide relevant research and analysis support for company operations and major decisions
Responsible in leading the department to complete analysis and research, investment execution, post-investment management and exit strategy of the company's own capital investment projects
Master's degree or above
More than 12 years of financial industry experience, in-depth knowledge and experience in investment strategy, asset allocation, portfolio management, hands-on investment management experience preferred
Solid team management experience in financial institutions preferred
Possess strong leadership, organization and coordination skills, decision-making and judgment skills, strong logical thinking and analytical skills
Excellent interpersonal communication and expression skills, organized and good writing skills
Strong sense of professionalism and responsibility, dare to take up responsibility and to achieve outstanding achievements
Strong execution, pay attention to work efficiency and can withstand pressure