Junior Fixed Income Portfolio Analyst

PowerToFly; Hong Kong; On-site; HKD 420,000 - 660,000; Full time

Job summary

Morgan Stanley in Hong Kong is seeking a junior analyst / assistant portfolio manager to support the Fixed Income Discretionary Portfolio Management team. The role offers exposure to portfolio construction, implementation, risk monitoring, analytics and client reporting.

The ideal candidate demonstrates strong quantitative ability and Advanced Excel skills, with comfort handling complex data under time pressure.

Qualifications

• Advanced Excel skills are essential.
• Experience with data analysis and handling complex datasets is required.
• Bachelor’s degree in finance, economics, accounting, mathematics, engineering, computer science, or related discipline.

Responsibilities

• Support Fixed Income Portfolio Manager in portfolio construction, reviews, rebalancing analysis and implementation preparation.
• Assist with trade execution, follow-up and coordination with execution, operations, control and support teams.
• Monitor 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 and asset allocation.
• Prepare and update fixed income DPM marketing materials, pitch books, portfolio review decks and client-ready summaries.
• Support system and process enhancement initiatives, including reporting and analytics tools, data quality checks and workflow improvements.

Skills

Advanced Excel

Python

VBA

Power Query

Data analysis

Education

Bachelor’s degree in finance, economics, accounting, mathematics, engineering, computer science, or related

Tools

Bloomberg

Portfolio systems

Trade support platforms

Job description

Morgan Stanley in Hong Kong is seeking a junior analyst / assistant portfolio manager to support the Fixed Income Discretionary Portfolio Management team. The role offers exposure to portfolio construction, implementation, risk monitoring, analytics and client reporting.

The ideal candidate demonstrates strong quantitative ability and Advanced Excel skills, with comfort handling complex data under time pressure.