Portfolio Manager – Japan Equities (Fundamental Research, Long/Short Net Neutral)

Portfolio Manager – Japan Equities (Fundamental Research, Long/Short Net Neutral)

📍 Location: Singapore Office
🏢 Company: ACG Management Pte. Ltd.
🗣 Language Requirement: Native-level fluency in Japanese (reading, writing, and speaking) is REQUIRED

About Us

ACG Management Pte. Ltd. is a Singapore-based investment management firm specializing in Japan-focused fundamental long/short equity strategies with a net neutralportfolio approach. Operating under a multi-manager platform, we focus on small to mid-cap Japanese equities, targeting earnings surprises and valuation inefficiencies through rigorous bottom-up research.

We are seeking a Portfolio Manager – Japan Equities who combines strong financial analysis skills with native-level Japanese fluency. A deep understanding of Japanese business culture and communication style is essential to conduct meaningful company research and engage effectively with management teams in Japan.

Key Responsibilities

Portfolio Management & Research
✔ Independently construct and manage a long/short net neutral Japan equities portfolio
✔ Conduct deep-dive bottom-up research on Japanese companies, particularly small and mid-cap names
✔ Build and maintain detailed financial models to forecast earnings and valuations
✔ Generate and manage both long and short investment ideas based on proprietary research
✔ Monitor company developments, industry dynamics, and macroeconomic factors impacting Japanese equities

Communication & Cultural Insight
✔ Engage directly with company management, investor relations teams, and sell-side analysts in Japanese
✔ Attend earnings calls, analyst briefings, and company visits primarily in Japanese
✔ Leverage cultural fluency to interpret subtle communication nuances and gain differentiated insights
✔ Communicate research findings clearly and collaborate with internal stakeholders where appropriate

Risk & Compliance
✔ Manage portfolio within the firm’s net neutral exposure parameters and investment guidelines
✔ Monitor exposures, liquidity, and position-level risks independently
✔ Work with internal risk and operations teams to support reporting and compliance processes

Requirements

🔹 Native-level Japanese fluency (reading, writing, speaking) – essential for company interaction and research
🔹 Strong understanding of Japanese business culture and communication practices
🔹 Bachelor’s degree in Finance, Economics, Accounting, or related field
🔹 Minimum 3–5 years of buy-side or sell-side equity research experience, with preference for Japanese equities coverage
🔹 Proven financial modeling and valuation expertise (DCF, comparables, scenario analysis)
🔹 Demonstrated ability to generate actionable long and short investment ideas and manage net exposure
🔹 Independent thinker with intellectual curiosity, attention to detail, and a passion for fundamental investing
🔹 Familiarity with Bloomberg and financial databases a plus

Why Join Us

✅ Opportunity to manage your own independent book within a proven multi-manager platform
✅ Direct company access across a broad range of Japanese small and mid-cap names
✅ Strong operational, compliance, and risk management support so you can focus on alpha generation
✅ Independent environment with clear accountability for results
✅ Performance-driven compensation structure with significant upside potential