Portfolio Manager - Fixed Income

Reporting to the Chief Investment Officer (CIO), the Fixed Income Portfolio Manager is responsible for managing the family office’s fixed income investments across public and private markets. The role combines direct portfolio management, external manager oversight, portfolio risk management, and consolidated reporting across the total fixed income portfolio.

Key Responsibilities:

1. Internal Fixed Income Portfolio Management

• Manage fixed income portfolios across sovereign bonds, corporate credit, structured products, and cash instruments.
• Conduct portfolio construction, security selection, credit analysis, trade execution, and liquidity management.
• Monitor portfolio performance, risk exposures, and investment opportunities.

2. External Manager Monitoring and Oversight

• Support the selection, due diligence, and onboarding of external fixed income managers.
• Monitor manager performance, portfolio positioning, risk exposures, and mandate compliance.
• Provide independent assessment and recommendations to the CIO.

3. Portfolio Monitoring, Consolidation & Reporting

• Consolidate performance, risk, and exposure data across internal and external portfolios.
• Monitor asset allocation, duration, credit quality, liquidity, and concentration risks.
• Prepare portfolio, risk, and performance reports for the CIO and Investment Committee.

4. Risk Management

• Monitor interest rate, credit, liquidity, currency, and concentration risks.
• Conduct stress testing and scenario analysis.
• Evaluate and recommend risk mitigation and hedging strategies.

5. Governance, Compliance & Investment Process Integrity

• Ensure compliance with investment policies, risk limits, and mandate guidelines.
• Maintain investment records, manager reviews, and governance documentation.
• Support audit and regulatory requirements as required.

6. Macro Research & Market Intelligence

• Monitor macroeconomic, interest rate, and credit market developments.
• Identify investment opportunities and risks across global fixed income markets.
• Provide market insights and investment recommendations to the CIO.

Qualifications & Experience

• Degree in Finance, Economics, or a related discipline; CFA, MBA, or equivalent professional qualification preferred.
• 7–12years of relevant fixed income investment experience within asset management, family offices, institutional investors, or private banks.
• Strong knowledge of global fixed income markets, including rates, credit, structured products, and emerging markets.
• Experience in portfolio management and/or external manager oversight.
• Strong analytical, quantitative, and reporting skills; familiarity with portfolio management and risk systems. Python proficiency is an advantage.
• Excellent communication and presentation skills, with the ability to engage senior stakeholders and investment committees.
• High integrity, professionalism, and the ability to operate independently in a principal investment environment.