Jonathan Reed
Hong Kong
Summary
Results-driven Senior Investment Specialist with a 15-year career driving growth within international capital markets. Expert in structuring and executing complex multi-asset strategies spanning equities, fixed income, and derivatives. Recruited out of London by an old associate at Blue Bay Asset Management, subsequently relocating to Hong Kong to expand regional market share. Combines deep technical mastery of institutional regulatory compliance with a proven ability to build lasting advisory relationships across both Western and Asian financial ecosystems.
Overview
17
17
years of professional experience
4
4
years of post-secondary education
Work History
Senior Portfolio Manager
RBC BlueBay Asset Management
Hong Kong
10.2022 - Current
- Architected bespoke investment solutions for institutional and HNW clients while overseeing execution across international exchanges.
- Specialised in Asian equities, leveraging quantitative and qualitative analysis to identify mispriced assets and market inefficiencies.
- Driven a consistent 15% outperformance against quarterly revenue targets through active portfolio management and client onboarding.
- Formulated proprietary risk-adjusted trading frameworks, enhancing portfolio resilience and performance by 20% during market downturns.
- Championed team-wide knowledge-sharing initiatives and upskilled junior traders on evolving risk management protocols.
Senior Portfolio Manager
RBC BlueBay Asset Management
London
05.2016 - 11.2021
- Client Portfolio Management: Directed financial advisory and asset allocation for a diverse book of 150+ retail and institutional accounts across equities, fixed income, and fund products.
- AUM Expansion: Accelerated asset growth by 30% through targeted client acquisition strategies and strategic product cross-selling.
- Trade Execution & Compliance: Facilitated high-volume order execution while consistently meeting best-execution standards and UK regulatory frameworks.
- Client Advisory & Education: Organized market briefings and financial seminars that strengthened investor literacy, deepened client retention, and fostered long-term trust.
- Performance Excellence: Surpassed annual sales quotas by an average of 120%, earning top-performer recognition for three consecutive years.
Lead Broker / Wealth Manager
RBC BlueBay Asset Management
London
08.2012 - 05.2016
Junior Broker
RBC BlueBay Asset Management
London
09.2009 - 08.2012
- Brokerage Support: Collaborated with senior brokers on trade execution, comprehensive market research, and daily portfolio administration.
- Analytics & Reporting: Generated data-driven financial reports and performance presentations to update clients on market trends and portfolio health.
- Investment Research: Evaluated corporate financial statements, industry sectors, and macroeconomic data to identify viable investment opportunities.
- Licensing & Credentials: Earned the Series 7 and Series 63 qualifications within the first 12 months to transition into active trading and advisory duties.
- Process Optimization: Partnered on a cross-functional team project that optimized client onboarding workflows, cutting account setup times by 25%.
Education
Master of Science - Finance
09.2008 - 07.2009
Bachelor of Science - Economics
09.2005 - 07.2008
Personal Information
Age: 38
Timeline
Senior Portfolio Manager - RBC BlueBay Asset Management
10.2022 - Current
Senior Portfolio Manager - RBC BlueBay Asset Management
05.2016 - 11.2021
Lead Broker / Wealth Manager - RBC BlueBay Asset Management
08.2012 - 05.2016
Junior Broker - RBC BlueBay Asset Management
09.2009 - 08.2012
Durham University - Master of Science, Finance
09.2008 - 07.2009
Durham University - Bachelor of Science, Economics
09.2005 - 07.2008