Portfolio Manager, Fixed Income

Kenanga Group; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

Kenanga Group in Kuala Lumpur seeks an experienced Fixed Income Analyst to manage fixed income investments within unit trusts and client mandates, aiming to meet objectives and deliver competitive returns. You will develop and implement the firm's fixed income strategy to enhance portfolio performance.

You will interact with clients and internal teams, write reports and prepare presentations, and conduct credit assessments on issuers for inclusion in the Credit Universe, while supporting ESG

Qualifications

• Bachelor's degree in economics, finance, accounting or statistics.
• At least 5 years of relevant experience in local fixed income market, including credit research and macro-based analysis.
• Experience in credit assessment on local credits with consistent monitoring of issuers.
• Experience in giving presentations to clients/stakeholders.

Responsibilities

• Fund performance: Manage assigned portfolios in accordance to investment objectives and mandates; conduct fundamental, macroeconomic and market analysis.
• Credit Research: Initiate coverage on new issuers; attend and provide updates for company briefings and site visits.
• Marketing & Presentation: Marketing and presentation to private mandate clients and other investors; participate in internal meetings about ideas/strategies.
• Reporting: Assist in preparing periodic fund reports/portfolio slides; support other projects by CIO/Head of Fixed Income & Credit.
• Sustainability/ESG: Integrate ESG assessment into the credit analysis and investment process.

Skills

Fixed income analysis

Credit research

Portfolio analysis

Client presentations

Education

Bachelor's degree in economics, finance, accounting or statistics

Job description

The primary role is to manage fixed income investments in relation to unit trust funds and clients’ investment mandates, with the aim to meet the investment objectives and deliver competitive returns versus benchmarks and peers. The candidate will be responsible in contributing to the development and implementation of the firm’s fixed income investment strategy to enhance portfolio performance. The candidate will also be interacting with clients and various internal teams and thus will be involved in writing reports, preparing presentation slides and conducting presentations, as well as managing other ad-hoc requests. In addition, candidate will undertake thorough credit assessment on issuers for inclusion into the Credit Universe and annual

KEY RESPONSIBILITIES:

1.Fund performance

• Manage assigned portfolios in accordance to investment objectives and mandates.
• Conduct fundamental, macroeconimic and market analysis to identify investment opportunities and manage portfolio risks.

2.Credit Research

• Initiate coverage on new issuers.
• Attend and provide updates for company briefings and site visits.

3.Marketing & Presentation

• Marketing and presentation to private mandate clients and other investors.
• Participate in internal meetings to discuss investment ideas / strategies.

4.Reporting

• Assist in preparing periodic fund reports/ portfolio slides.
• Other projects assigned by CIO / Head of Fixed Income & Credit.

5.Sustainability/ESG

• Integrate ESG assessment into the credit analysis and investment process in accordance with the firm’s policy.

Qualifications, Experience and Competencies

• Bachelor's degree in economics, finance, accounting or statistics
• At least 5 years of relevant experience in local fixed income market, including credit research as well as macro-based analysis
• Experience in conducting credit assessment on local credits with consistent monitoring of the issuers in the Credit Universe
• Experience in giving presentations to clients/stakeholders