Job Description

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 neutral

portfolio 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