Fixed Income Fund Manager

Principal Financial Group; Daerah Khusus Ibukota Jakarta; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A global financial services leader is seeking a Fixed Income Fund Manager in Indonesia. This role involves managing portfolios, ensuring compliance with regulations, and developing investment strategies. The ideal candidate will possess a relevant degree, certifications, and significant experience in the financial industry. Join a dynamic team dedicated to financial security and client satisfaction.

Qualifications

• Mandatory holding WMI / WPPE / WPEE / WAPERD Certification approved by OJK.
• Optional holding CFA certification.
• At least 5 years of experience in the financial industry.

Responsibilities

• Manage fixed income and money market portfolios.
• Establish benchmarks for fund placement.
• Ensure compliance with OJK regulations and internal policies.
• Prepare and present investment materials for client meetings.

Skills

Portfolio management

Leadership

Financial analysis

Networking

Investment strategy

Education

Bachelor’s or master’s degree in business administration, Marketing, Finance and Banking

Job description

Responsibilities

Fixed Income Fund Manager

At Principal, we invest in what matters. And building dedicated teams is where it all begins. We’re drawn to people who bring outstanding perspectives, passion, and expertise to help us advance the financial security and well-being of our customers. We also aim to transform our growing business and drive positive change in the communities where we live and work.

When we invest in you, and you invest in us, great things happen.

We are looking for a Fixed Income Fund Manager in Indonesia who is responsible for managing all managed funds in the fixed income and money market categories in accordance with the established fund objectives and limits, with reference to the laws and regulations applicable in the Indonesian capital market.

What You’ll Do

• Manage fixed income and money market portfolios to meet fund objectives and KPIs.
• Establish relevant benchmarks for fund placement.
• Manage and rebalance the portfolio in accordance with the strategy, objectives, and current constraints/challenges.
• Provide liquidity to meet redemption/funding requests.
• Place and manage time deposits with approved banks, ensuring liquidity and risk control.
• Participate in regional investment meetings and collaborate on joint fund strategies.
• Prepare and present investment materials for client meetings, tenders, and reviews.
• Ensure compliance with OJK regulations and internal policies; address and report any violations.
• Oversee investment operations, trade execution, and coordination with legal, finance, and operations teams.

Qualifications

• Bachelor’s or master’s degree in business administration, Marketing, Finance and Banking, or related fields.
• Mandatory holding WMI / WPPE / WPEE / WAPERD Certification that has been approved by SK (Decree) from OJK.
• Optional holding CFA (Chartered Financial Analyst) certification.
• Have at least 5 years of experience working in financial industry such as capital markets, insurance, or banking, especially in managerial investment with focus in fixed income and money market area.
• Have knowledge and skills of capital market, including but not limited to mutual funds, fund performance including quantitative, macroeconomics and bond management.
• Target-oriented, excellent leadership, good in existing network development, understanding of administrative work and product distribution.

Additional Information

Who We Are

Principal Financial Group is a Fortune 500 global leader in financial services specializing in insurance, retirement, and asset management. We have 18,000 employees and 51 million customers around the world with over $714B in assets under management.