Asia Wealth Management, Fixed Income Discretionary Portfolio Management, Assistant Portfolio Manager, Analyst, Hong Kong
Core
Junior analyst/assistant portfolio manager supporting lead portfolio managers in fixed income discretionary portfolio management strategies.
Role type
Junior IC fixed income portfolio analyst
Builds
Fixed income portfolios for wealth management clients
Domain
Wealth management / Fixed income investing
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Fixed income instruments knowledge, Portfolio construction, Trade implementation, Risk monitoring, Client reporting, Advanced Excel, Data analysis
Preferred skills
Python, VBA, Power Query, Bloomberg, Chinese language
Technologies
Excel, Bloomberg, Portfolio systems, Trade support platforms
Responsibilities
Support portfolio construction, reviews, rebalancing analysis, and implementation preparation; Assist with trade implementation and execution follow-up; Monitor portfolio guidelines, risk parameters, and concentration limits; Prepare client reports, analytics, and marketing materials; Support system and process enhancement initiatives.
Seniority
Junior, hands-on IC