Company Overview:
Sunshine Asset Management Co., Ltd. (hereinafter referred to as "Sunshine Asset" or the "Company") was established on December 4, 2012. It originated from the Asset Management Center of Sunshine Insurance Group, which traces back to the Fund Management Department of Sunshine Property & Casualty Insurance Co., Ltd., founded in 2005.
Sunshine Asset boasts a strong shareholder background. Its controlling shareholder, Sunshine Insurance Group, was listed in Hong Kong in 2022, marking its official entry into the international capital market and becoming a global public company. After more than a decade of development, Sunshine Insurance has built a powerful brand presence, consecutively ranking among Chinas Top 500 Enterprises and Chinas Top 500 Most Valuable Brands, establishing itself as an innovative force in Chinas financial industry.
Role Overview:
The Fixed Income Portfolio Manager will develop and execute fixed-income investment strategies across Sunshines proprietary and client mandates, ensuring alignment with liability profiles, regulatory requirements, and performance targets.
Key Responsibilities:
- Lead the allocation, investment strategy, and investment management of fixed income assets in the secondary market, and be accountable for fixed income investment performance
- Responsible for the daily management and dynamic monitoring of fixed income investment business, formulate response measures, and timely review and optimize investment strategies
- Improve relevant systems and standardize operational procedures for fixed income investment business to ensure compliant, orderly, and efficient investment operations
- Responsible for the development of the fixed income investment research system, continuously enhance the professional capabilities of the investment research team, lead the construction of investment analysis models, improve the database, continuously carry out bond pool and credit risk management, conduct market analysis and market research, and achieve investment objectives
- Cooperate in establishing a prudent and robust fixed income investment risk control system, and implement comprehensive risk management before, during, and after investment
- Collaborate in the development and continuous improvement of the asset management product system, enhance product innovation capabilities, and form a multi-tiered product line with a comprehensive range of categories and diverse styles to meet the investment needs of investors with different preferences
- Assist the marketing team in client development, product marketing, channel development, and customer retention
- Implement relevant meeting resolutions approved by the company's various committees
- Complete other tasks assigned by senior management
Qualifications:
- Master's degree or above in finance, economics, science, or related fields; CFA/CAIA/FRM designation advantageous
- More than 10 years of experience in secondary market fixed income investment research at reputable domestic and international financial institutions, including experience as a Hong Kong bond fund manager and managing an investment research team, with outstanding investment performance
- Familiarity with overseas secondary market fixed income financial instruments and products, and extensive business experience
- Possess Type 1, 4, or 9 RO qualifications, be familiar with the regulatory requirements of the Hong Kong Securities and Futures Commission (SFC), demonstrate strong professional ethics, integrity, and conduct, and practice in compliance with the law, with no record of violations or disciplinary violations
- Possess a mature and stable investment philosophy and keen market analysis
- Have strong learning and innovation skills and excellent communication and coordination skills
- Be fluent in spoken and written English, Cantonese, and Mandarin