Asia Wealth Management, Fixed Income Discretionary Portfolio Management, Assistant Portfolio Manager, Analyst, Hong Kong
On-siteHong Kong, Hong Kong
Job Summary
Support Fixed Income Portfolio Manager in portfolio construction, reviews, rebalancing analysis, and implementation preparation. Assist with trade execution follow-up, coordinate with operations and control teams, and monitor portfolio guidelines, mandate restrictions, and credit exposure. Prepare client reports, analytics, and marketing materials including pitch books and portfolio review decks. Update fixed income DPM tools, perform data quality checks, and support system enhancement initiatives. Bachelor's degree in finance or related discipline required with 1–3 years of experience. Advanced Excel skills essential; AI, VBA, or Python advantageous. Strong attention to detail and ability to work under time pressure. Based in Hong Kong.
Required Qualifications
- Bachelor's degree in finance, economics, accounting, mathematics, engineering, computer science, or a related discipline
- Advanced Excel skills
- Strong attention to detail, analytical mindset, and ability to identify data inconsistencies, formula issues, and potential control risks
- Strong written and verbal communication skills in English
- Ability to work under time pressure, manage recurring reporting cycles, and support urgent portfolio implementation needs with accuracy and discipline
Desired Qualifications
- 1–3 years of relevant experience in portfolio management support, investment analysis, fixed income, asset management, wealth management, trading support, risk, product control, or investment operations
- Good understanding of fixed income instruments, including bonds, credit, structured products, bond funds, and portfolio analytics
- AI, VBA, Power Query, Python, or other automation skills
- Experience with Bloomberg, portfolio systems, or trade support platforms
- Chinese language skills
- Fixed income experience
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