John Cooper
Hong Kong
Summary
Seasoned Senior Portfolio Manager with extensive experience navigating APAC and European markets. Demonstrated success in growing portfolios for high-net-worth and institutional clients, implementing ESG-focused investment strategies, and spearheading strategic initiatives. Highly proficient in financial modeling, market research, and converting complex macroeconomic trends into practical investment decisions. Accomplished mentor and team leader, recognized for fostering strong client relationships and driving sustainable business performance.
Overview
31
31
years of professional experience
4
4
years of post-secondary education
Work History
Senior Portfolio Manager
BPC Management
Hong Kong
2018.01 - Current
- Lead cross-regional investment initiatives, delivering measurable impact across multiple markets.
- Provide bespoke financial solutions to high-net-worth and institutional clients, enhancing portfolio diversification and growth.
- Optimize risk-adjusted returns using macroeconomic insights and advanced valuation techniques.
- Mentor junior analysts and associates, fostering analytical rigor and high-performance culture.
Lead Stockbroker
HSBC
Hong Kong
2000.03 - 2017.12
- Managed diversified portfolios for 200+ retail and institutional clients, delivering tailored investment strategies across equities, fixed income, and structured products.
- Implemented trading strategies that increased annual portfolio returns by 21%.
- Expanded client base by 35% through strategic networking, referrals, and personalized solutions.
- Organized high-profile investor events to enhance engagement and brand visibility.
Junior Stockbroker
Barclays
London
1995.07 - 1999.08
- Supported senior brokers with portfolio management, trade execution, and market research.
- Produced detailed financial reports and client presentations, highlighting key trends and risk factors.
- Achieved Series 7 and Series 63 certifications within the first year.
Education
Master of Science - Finance
1990.09 - 1994.06
Skills
- Investment & Risk Management
- Benchmark-relative performance management
- Risk budgeting
- Fundamental analysis
- Long-term valuation
- Macroeconomic analysis
- Market cycle evaluation
- ESG integration
- Stewardship
- Financial modeling
- DCF
- Relative valuation
- Scenario analysis
- Performance attribution
- Portfolio analytics
- Advanced Bloomberg proficiency
- FactSet proficiency
- Excel proficiency
- Institutional client relationship management
- Reporting
- Investment committee participation
- Governance
- Team leadership
- Mentorship
- Analyst development
Leadership And Client Focus
- Institutional client relationship management & reporting
- Investment committee participation & governance
- Team leadership, mentorship & analyst development
Timeline
Senior Portfolio Manager - BPC Management
2018.01 - Current
Lead Stockbroker - HSBC
2000.03 - 2017.12
Junior Stockbroker - Barclays
1995.07 - 1999.08
University of Essex - Master of Science, Finance
1990.09 - 1994.06