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Directly manage or assist Head of Fixed Income Investment on AIMHK bond funds by forming and recommending investment strategies, managing fund performance, credit quality and any specific requirements plus conducting order placements.
Roles & Responsibilities
Keep updated knowledge on global and local macroeconomic environment plus local regulatory framework to formulate investment strategies and translate them into fund performance
Work with internal and external counterparties on deal sourcing and structuring to meet investment requirements and participate in (1) 1-on-1 issuer’s meetings, (ii) regular market update / interest rate meetings, (iii) relative value discussions of new and secondary market issues
Identify appropriate investment opportunities that meet client’s / fund’s objectives
Develop and maintain portfolio-wide analytics to track sectoral and name risk to ensure minimal impairments
Perform regular fund reviews and portfolio manager calls to (a) ensure compliance with fund mandates and (b) determine that investment risks are being managed appropriately. The review should also be performed any time when critical changes occur which may affect funds.
Focus on continuous improvement in monitoring systems and maintain up-to-date, comprehensive and well-organized data for analysis
Regularly review and update relevant credit and risk management procedures to be in line with the regulatory requirement and internal policy
Assist on ad-hoc projects relating to fixed income as assigned from time to time
Communications & Collaboration:
Engage with internal analysts / traders and build confident relationships based on trust and reliability with internal and external stakeholders
Develop and strengthen backup arrangement to enhance effective fund management
Minimum Job Requirements:
Deep understanding in responsible fixed income asset and home market dynamics.
Previous HKD bond fund experience will be preferred.
Familiar with credit fundamentals of different sectors, issuers and their business environment, valuation & technical.
Proficiency in portfolio analytical tools e.g. Bloomberg PORT.
At least 8 years of fund management experience with a sound knowledge of total return strategies and credits on responsible markets
Ability to work independently, with oversight and handle multiple demands
Strong aptitude in portfolio analysis and strong communication skills
A Bachelor’s Degree in Finance, Economics, Business Administration or related fields
Professional qualification such as ACCA, CFA, FRM preferred
Good communication skill and fluent in English
Strong analytical and decision-making skills
Possession of relevant SFC license required
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