Fixed Income Portfolio Manager

CFA Institute; Quiapo; On-site; PHP 900,000 - 1,500,000; Full time

Job summary

CFA Institute is seeking a Fixed Income Portfolio Manager to develop and oversee bond strategies across multiple mandates. The role involves proactive portfolio management, risk controls, and close coordination with the fixed income leadership to achieve target performance.

The successful candidate will have at least five years in bond trading/portfolio management, CFA/MBA qualifications, and a strong grasp of asset allocation and trading practices within a financial institution.

Qualifications

• At least five years of work experience in bond trading and portfolio management.
• Educational background in finance, economics, or related fields; CFA/MBA preferred or in progress.

Responsibilities

• Formulate investment strategies to meet metrics and benchmarks for fixed income portfolios.
• Identify investment opportunities with favorable risk/return profiles within mandate constraints.
• Establish trading procedures to ensure efficient workflow for fixed income portfolios.
• Provide sales support and coordinate with bond trader and liquidity trader for execution of trades and deployment of excess cash.

Skills

Portfolio management

Fixed income

Risk management

Asset allocation

Trading

Education

CFA/MBA or CFA candidate

Finance/Economics degree

Tools

Bloomberg Terminal

Excel/VBA

Job description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The Fixed Income Portfolio Manager (FI PM) helps formulate the investment strategies for the various portfolio mandates. FI PM proactively manages the fixed income portfolios in close coordination with the Head of Fixed Income while ensuring portfolio performance meets required metrics and/or exceeds established benchmarks.

• Ensure appropriate strategies are employed with the aim of meeting required metrics and consistently outperforming assigned benchmarks
• Identifies investment opportunities that offer superior returns with acceptable risks within the parameters of the investment mandate of the funds
• Help establish appropriate trading procedures and practices to ensure efficient workflow for fixed income.
• Provide sales support
• Coordinate closely with both the bond trader and liquidity trader for efficient execution of trades and deployment of excess cash for the different portfolios

Specialized knowledge

• Fully competent in portfolio risk management
• Fully competent in asset allocation
• Comprehensive understanding of fixed income issues and how they relate to the overall investment environment

Education and experience

Education

A university degree in finance, accounting, economics or related fields, preferably a Chartered Financial Analyst (CFA) or candidate or MBA.

Experience

At least five (5) years work experience in the field of bond trading and portfolio management from a financial institution

Job Category:

Public Fixed Income Management

Posting End Date:

30/12/2024