Head of Fixed Income Portfolio & Fund Strategy

CMB Wing Lung Bank Limited; Hong Kong; Vor Ort; HKD 900.000 - 1.500.000; Vollzeit

Zusammenfassung

CMB Wing Lung Bank Limited in Hong Kong seeks an experienced investment leader to oversee fixed‑income portfolios, optimize risk‑adjusted returns, and supervise the investment and research team.

You will steer strategy for both private and public funds in compliance with SFC, manage market updates and portfolio reports, and collaborate with product teams to translate insights into fund development.

Qualifikationen

• 7+ years proven experience in asset management or fund houses.
• At least 3 years in managing public funds with a track record.
• Strong knowledge of credits, equities, derivatives in responsible markets.
• Experience in managing mutual funds, FoFs, and ETFs.
• Familiar with SFO rules and Code of Conduct for Unit Trusts and Mutual Funds.
• Proficiency in portfolio analysis tools e.g. Bloomberg PORT and trading systems such as Bloomberg AIM.
• Proficient in Microsoft Word, PowerPoint and Excel for senior management reports.
• Ability to work under pressure with strong analytical and communication skills; team player.

Aufgaben

• Manage investment portfolios with a focus on fixed income and optimize risk-adjusted returns.
• Monitor investment transactions and portfolio performance to meet objectives.
• Lead the investment and research team and formulate strategy for portfolios.
• Facilitate establishment of private and public funds in compliance with SFC requirements.
• Lead the product authorization process and coordinate with SFC for approvals.
• Produce market updates and investment and portfolio reports.
• Collaborate with product team to provide investment insights for product development.
• Perform duties as directed by management.

Kenntnisse

Asset management

Public funds management

Portfolio analysis

Bloomberg PORT

Bloomberg AIM

Excel

PowerPoint

Word

Communication skills

Analytical skills

Team leadership

Ausbildung

Finance/Economics/Accounting degree

CFA/CPA/FRM/CAIA preferred

Tools

Bloomberg PORT

Bloomberg AIM

Jobbeschreibung

CMB Wing Lung Bank Limited in Hong Kong seeks an experienced investment leader to oversee fixed‑income portfolios, optimize risk‑adjusted returns, and supervise the investment and research team.

You will steer strategy for both private and public funds in compliance with SFC, manage market updates and portfolio reports, and collaborate with product teams to translate insights into fund development.