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Portfolio Manager, L / S Low Net, Global Industrial / Healthcare

Portfolio Manager, L / S Low Net, Global Industrial / Healthcare

King Deux Search & ConsultingHong Kong, Hong Kong
30+ days ago
Job type
  • Quick Apply
Job description

King Deux Search & Consulting is a specialised executive search firm which offers bespoke talent solutions across financial services and commerce. We are committed to not only finding the right opportunity for our candidates but also leaving a legacy that lives on beyond the hiring process.

Follow us at https : / / www.careers-page.com / kingdeux for updates on the exceptional clients we represent. Stay up-to-date on industry news and get your career consultation scheduled at kingdeux.com

About Your Company

Our client is a leading investment firm with a strong track record in fundamental equity strategies. Known for its rigorous research process and collaborative culture, the firm manages concentrated, high-conviction portfolios across global markets. They are seeking an accomplished Portfolio Manager to lead a low-net, long / short equity portfolio focused on global industrials or healthcare

About your role

  • Lead a L / S book with a primary focus on :
  • Industrials (e.g., machinery, aerospace, automation, infrastructure) or
  • Healthcare (e.g., pharma, biotech, medtech, healthcare services).
  • Generate alpha through bottom-up stock selection, thematic bets, and catalyst-driven trades while adhering to low-net exposure guidelines.
  • Conduct deep fundamental research, including financial modeling, management meetings, and supply chain / regulatory analysis.
  • Partner with sector analysts to refine ideas and optimize portfolio construction (position sizing, hedging, risk / reward assessment).
  • Clearly articulate investment theses and performance drivers to senior leadership and investors.

What you will need to succeed

  • 10+ years total experience in L / S equity investing, with 2+ years in a PM role (or equivalent autonomy over a sleeve of capital).
  • Proven track record in either industrials or healthcare, with audited returns strongly preferred.
  • Global perspective (US, Europe, Asia) and ability to identify cross-border opportunities.
  • Strong technical skills : valuation (DCF, comps), forensic accounting, and short-side analysis.
  • CFA / MBA beneficial but not mandatory; intellectual curiosity and sector passion are critical.
  • How to Apply

    Interested parties, please send your CV directly to y@kingdeux.com or apply directly.

    Please note that only shortlisted applicants will be contacted.

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