Portfolio Manager, Fixed Income

Portfolio Manager, Fixed Income

AIA Group
8-11 years
Not Specified

Job Description

Bring your career aspirations to life with AIA!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
Portfolio Management:

  • 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

Build a career with us as we help our customers and the community live healthier, longer, better lives.
You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Job Details

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About AIA Group

The roots of today's AIA Group can be traced to 1919 when entrepreneur Cornelius Vander Starr established his first insurance business in Shanghai, China. What followed was pioneering growth, securing AIA's position as the largest independent publicly listed pan-Asian life insurance group-spanning 18 markets and serving the holders of more than 38 million individual policies and more than 16 million group scheme members. AIA is based in Hong Kong and is listed on The Stock Exchange of Hong Kong under the stock code '1299' (ticker symbol: 'AAGIY'). AIA's contributions have supported social and economic progress across Asia, while also advancing the reach and impact of life insurance across the region. In 2020, we paid more than US$16 billion in benefits and claims, providing essential financial protection when it was needed the most. We also take pride in the long-term relationships we have developed with our customers and agents that in many cases have continued for generations. The insurance industry plays an important role in addressing the sustainability challenges our communities face. With this in mind, AIA's ambition is to be a global industry leader in Environmental, Social, Governance (ESG), shaping a sustainable future for the communities we serve and creating long-term value for our stakeholders. For more than a century, AIA has strived to make a significant, positive impact for our customers and communities across Asia. As we look to the future, this commitment is reinforced by our Purpose: to help millions of people live Healthier, Longer, Better Lives. Our Purpose guides the decisions we make and the actions we take as an organisation-empowering and enabling people to understand and manage their health, while meeting their long-term savings and protection needs. Helping create a healthier Asia is one of the most important and valuable things we can do for our communities, today and tomorrow.

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