Position Description
The position will require a strong background in fixed income portfolio management, trade execution, and fund investment particularly in the public and secondary markets.
This role involves developing investment strategies, optimizing returns, managing investments in IPO related fund, and assess risk in the fixed income and money market sectors. Fluency in Mandarin and English is essential for communication with international and local stakeholders.
Key Areas of Responsibilities
Portfolio Management
- Manage fixed income portfolios and ensure alignment with client objectives and risk profiles.
- Communicate investment strategies and portfolio performance to clients and stakeholders effectively.
- Perform fundamental credit analysis by evaluating issuers financial health, business models, and industry dynamics
- Conduct comprehensive due diligence on cornerstone and anchor investment opportunities.
- Manage and optimize a diversified portfolio, including selection, construction, and risk management.
- Oversee the end-to-end execution process of investments.
Trading Execution
- Execute trade orders, including IPO transactions and secondary market trades.
- Monitor settlement processes and ensure timely and accurate trade execution.
- Assess market conditions to inform trade timing and strategy.
- Strive for best execution standards and cost-efficient trading.
Market Research
- Conduct thorough research on public equity market opportunities.
- Identify credit trends and event driven opportunities across fixed income markets, employing both directional and relative value trades
- Analyze market trends, industry dynamics, and competitor landscapes to identify potential investment opportunities.
Risk and Compliance
- Identify, evaluate, and mitigate portfolio risks in line with internal policies.
- Ensure all trading and investment activities comply with regulatory and internal risk management standards.
Stakeholder Management
- Build and maintain strong relationships with fund managers, general partners, institutional investors, and other stakeholders.
Requirements
- Masters degree or above, showcasing excellent analytical and problem-solving capabilities gained from sophisticated educational institution
- 6-10 years of experience in offshore equity investments, with a proven buy-side background in fixed income portfolio management, money market fund, derivatives and leverage strategies is highly preferred.
- In-depth understanding of secondary equity markets, IPO processes, asset management trading strategies, fixed income asset classes, including investment-grade, high-yield in Asia.
- Ability to work effectively under pressure in fast-paced, deadline-driven environment, with high diligence and responsibility.
- Team-oriented, detail-focused, and proactive in risk management, with excellent organizational abilities.
- Skilled in market research tools, trading platforms, financial modelling, and problem-solving.
- Excellent in English and Mandarin; Cantonese is a plus. Strong negotiation and interpersonal skills.