Junior Fixed Income DPM Analyst – Hong Kong

Morgan Stanley; Hong Kong; On-site; HKD 420,000 - 640,000; Full time

Job summary

Morgan Stanley in Hong Kong is seeking a junior analyst/assistant portfolio manager to support the lead manager across various fixed income DPM strategies. The role offers hands-on exposure to portfolio construction, risk monitoring, analytics, and client reporting.

The ideal candidate has strong quantitative skills, advanced Excel, and familiarity with fixed income instruments, Bloomberg, and portfolio systems, with a view to developing a long-term career in portfolio management.

Qualifications

• Bachelor’s degree in finance, economics, accounting, mathematics, engineering, computer science, or a related discipline.
• 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.
• Advanced Excel skills are essential. AI, VBA, Power Query, Python, or other automation skills would be an advantage.
• Strong attention to detail, analytical mindset, and ability to identify data inconsistencies, formula issues, and potential control risks.
• Experience with Bloomberg, portfolio systems, or trade support platforms would be helpful.
• Strong written and verbal communication skills in English. Chinese language skills would be an advantage.
• Ability to work under time pressure, manage recurring reporting cycles, and support urgent portfolio implementation needs with accuracy and discipline.

Responsibilities

• Support Fixed Income Portfolio Manager in portfolio construction, portfolio reviews, rebalancing analysis, and implementation preparation.
• Assist with trade implementation, execution follow-up, and coordination with execution, operations, control, and support teams.
• Support monitoring of portfolio guidelines, mandate restrictions, concentration limits, credit exposure, maturity profile, and other fixed income risk parameters.
• Prepare client reports, analytics and portfolio reports, including performance, holdings, asset allocation, etc.
• Prepare and update fixed income DPM marketing materials, pitch books, portfolio review decks, and client-ready summaries.
• Support system and process enhancement initiatives, including portfolio reporting and analytics tools, data quality checks, and workflow improvements.

Skills

Advanced Excel

Data analysis

Fixed income knowledge

English communication

Attention to detail

Education

Bachelor’s degree in finance or related discipline

Tools

Bloomberg Terminal

Portfolio systems

Python

VBA

Job description

Morgan Stanley in Hong Kong is seeking a junior analyst/assistant portfolio manager to support the lead manager across various fixed income DPM strategies. The role offers hands-on exposure to portfolio construction, risk monitoring, analytics, and client reporting.

The ideal candidate has strong quantitative skills, advanced Excel, and familiarity with fixed income instruments, Bloomberg, and portfolio systems, with a view to developing a long-term career in portfolio management.