Fixed Income Portfolio Manager

Our Client is a leading Chinese-based asset manager.

Responsibilities

Portfolio Management -

1. Develop and manage fixed income portfolios, including segregated accounts, across a diverse range of funds. Closely monitor market and credit rating drivers to actively generate investment ideas.
2. Formulate and implement execution strategies and tactical asset allocation for managed portfolios, ensuring alignment with the company’s investment philosophy.
3. Coverage focus on investment grade issuers, maintain research coverage on designated issuers.
4. Ensure all investment activities strictly adhere to internal guidelines, client mandates, and regulatory requirements.
5. Monitor portfolio performance and actively manage associated credit, market, and liquidity risks.

Client Engagement & Business Development -

1. Identify prospective markets and lead the preparation of client pitch materials. Act as a spokesperson in marketing, fundraising, and product development activities.
2. Lead fund-launch projects by contributing to product pricing, cost analysis, and the formulation of investment strategies and risk profiles.
3. Provide professional investment advice, trade ideas, and execution guidance to clients.
4. Collaborate closely with research analysts, compliance, operations and marketing teams to drive business development.
5. Manage end-client communications, delivering regular and ad-hoc reports on market reviews and portfolio performance.
6. Results driven mentality

Team Leadership & Guidance -

1. Oversee traders' daily bond dealing and execution activities.
2. Guide credit analysts in conducting issuer research and due diligence. Ensure all junior staff and portfolio assistants comply with internal policies and regulatory standards.

Requirements

1. Independent, research-driven mindset with excellent analytical and financial modeling skills.
2. Minimum of 5 years of relevant experience, preferably within asset management or an insurance-based investment institution. Public funds experience is a plus.
3. Excellent command of spoken and written English and Chinese (Mandarin fluency is essential).
4. In-depth knowledge of fixed income markets, including RMB and G3 currency bonds. Solid background in credit research and capital markets.
5. Master’s degree in Finance, Accounting, Economics, or a related field. CFA charterholder or candidate preferred.
6. Familiarity with relevant regulatory frameworks.
7. Self-driven with a proven ability to conduct deep-dive company research and perform on-site visits.

Application

Please submit your resume along with your current and expected salary. Personal data collected will be treated confidentially for recruitment purposes. Candidates not invited for an interview within six weeks may consider their application unsuccessful.

Equity Opportunity Statement

We are an equal opportunity employer and welcome applications from all qualified candidates. Personal data collected will be handled confidentially by authorized personnel for recruitment-related purposes.

Address

Room 1202, 12/F, Harbour House, 39 Gloucester Road, Wan Chai, Hong Kong.