Senior Portfolio Manager - Fixed Income

AIA Hong Kong and Macau; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

A leading company in the insurance sector seeks a Senior Portfolio Manager - Fixed Income in Kuala Lumpur. The role involves managing fixed income portfolios, ensuring compliance, and driving investment strategies. Ideal candidates will have a strong analytical background, a degree in finance, and at least 5 years of relevant experience.

Qualifications

• Minimum 5 years of experience in investment-related fields.
• Strong financial analysis skills.
• Knowledge of global markets and portfolio theory.

Responsibilities

• Manage fixed income portfolios to meet investment objectives.
• Ensure compliance with investment parameters and regulations.
• Generate new investment opportunities and enhance processes.

Skills

Analytical

Interpersonal skills

Presentation skills

Communication skills

Education

Bachelor degree in Accounting/Finance/Actuarial/Business Administration

CFA chartered holder

Job description

Senior Portfolio Manager - Fixed Income page is loaded

Senior Portfolio Manager - Fixed Income

Apply locations Kuala Lumpur, MY-AIA Malaysia time type Full time posted on Posted Yesterday job requisition id JR-57498

FIND YOUR 'BETTER' AT AIA

We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we’d love to hear from you.

About the Role

Management of fixed income portfolios of both insurance funds and investment linked funds in accordance to the stated investment objectives which include – outperformance against the benchmarks, peer ranking (for investment linked funds) and meeting investment income target.

1. PORTFOLIO MANAGEMENT

• Support Director, Fixed Income in formulating overall investment strategy to achieve the investment objectives of the respective portfolios.
• Responsible for portfolio management of fixed income insurance portfolios and investment linked funds in accordance with investment mandate to deliver performance against the benchmark, peer ranking and investment income.
• Formulation of leading indicators as well as market strategy in order to active investment objective.
• Generate ideas on new opportunities for fixed income assets for diversification and/or yield enhancement.
• Network/engage with counterparties in the industry to gain access to market trends and investment opportunities.
• Drive and enhance investment processes, lead discussion with external managers.
• Dealing with other teams/departments/divisions to ensure all the necessary agreements, facilities, approvals are in place for facilitating the investment of new fixed income asset classes.

2. ASSET-LIABILITY MANAGEMENT (ALM)

• Support Director, Fixed Income in Asset-Liability Management related matters

3. REPORTING CYCLE

• Fixed income reporting to senior management and marketing agents.
• Ensure timeliness and accuracy of fixed income related reporting.

4. OTHERS

• Ad-hoc investment project as and when required.

• Support Director, Fixed Income in derivatives-related matter to ensure the Company’s investment hedging activities are performed in accordance with BNM regulations/ internal guidelines.

5. COMPLIANCE

• Ensure compliance with investment parameters and requirements from both internal and regulatory.

• Ensure adherence to operating guidelines, processes and procedures.

• Any breach shall be reported with explanation leading to the breach and action to rectify.

• Ensure audit trail is available for compliance and audit check.

• Ensure appropriate approval is being sought prior to execution.

MINIMUM JOB REQUIREMENTS

1. Education –

Bachelor degree in Accounting/Finance/Actuarial/Business Administration

CFA chartered holder is preferred.

2. Experience –

(a) Minimum 5 years of experience in investment –related fields i.e. fund management or investment research

• A good track record of funds managed

• Analytical with particular strength in financial analysis

• Sufficient knowledge of global markets, economics, and portfolio theory

(b) Understand insurance regulations and insurance liability metrics for devising appropriate investment strategies.

(c) Good interpersonal, presentation and communication skills

3. Certifications/licenses

- Must possess Persatuan Kewangan Malaysia Certificate (PKMC)

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

BELIEVE IN BETTER

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone. It's about finding new ways to not only better people's lives, but to better the communities and environments we live in.

As the largest listed company on the Hong Kong Stock Exchange, we’ve been proudly making a difference for people and communities across Asia for over a century. And we build on this every day with our ambition to engage one billion people to live Healthier, Longer, Better Lives by 2030.

If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way.
Inspiring and supporting you to thrive - not just at work, but in life.