FIND YOUR 'BETTER' AT AIA We don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us.
We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.
If you believe in better, we'd love to hear from you. About the Role • To assist portfolio managers of AIMHK on fixed income investments with a focus on managing Money Market Fund by involving in fund set-up, forming and recommending investment strategies, managing fund performance, credit quality and any specific requirements plus conducting order placements.
• To manage cash that become productive assets by placing in short term money market securities, which can earn the highest possible interest rates for other fixed income funds / portfolios.
Roles and Responsibilities: Portfolio Management:
- Identify appropriate investment opportunities with portfolio managers that meet client's / fund's objectives
- Keep updated knowledge on global and local macroeconomic environment plus local regulatory framework to formulate investment strategies, conduct rate analysis, and translate them into fund performance
- Perform regular fund reviews and portfolio manager calls together with portfolio managers 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.
- Work with internal and external counterparties on deal sourcing 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
- Develop and maintain portfolio-wide analytics to track sectoral and name risk to ensure minimal impairments together with fixed income team
- Analyze past and present of peers' fund performances
- 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 portfolio managers / analysts / traders and build confident relationships based on trust and reliability with internal and external stakeholders
- Maintain good relationships with banks and keep update information on potential deals, market rates views and fund flows
Minimum Job Requirements: - Minimum 8 years of relevant fixed income fund management experience
- Bachelor Degree in Finance, Economics, Business Administration or related disciplines
- Experience in total return strategies or HKD money market fund preferred
- Proficiency in portfolio analytical tools e.g. Bloomberg PORT
- Ability to work independently, with oversight and handle multiple demands
- Strong aptitude in portfolio analysis and strong communication skills
- Possession of relevant SFC license required
- Professional qualification such as ACCA, CFA, FRM preferred
- Good communication skill and fluent in English
Others: - You are preferred to acquire the license of Securities and Futures Commission (SFC) (Paper 1) or any licenses if your job involves regulated activities
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.