What Jobs are available for Fixed Income Analysis in Hong Kong?

Company Description:

Sunshine Asset Management Co., Ltd. (Sunshine Asset) was established in 2012 and is part of the Sunshine Insurance Group. Listed on the Hong Kong Stock Exchange in 2022, Sunshine Insurance Group is a globally recognized public company. Sunshine Asset manages over RMB 740 billion in assets, focusing on value and long-term growth. The company offers a wide array of investment management services, including credit risk management, equity and debt investment, and portfolio products. Sunshine Asset is known for its diversified asset allocation, professional management, and market-driven innovation.

Role Overview:

The Fixed Income Portfolio Manager will develop and execute fixed-income investment strategies across Sunshine's proprietary and client mandates, ensuring alignment with liability profiles, regulatory requirements, and performance targets.

Key Responsibilities:

• Lead the allocation, investment strategy, and investment management of fixed income assets in the secondary market, and be accountable for fixed income investment performance
• Responsible for the daily management and dynamic monitoring of fixed income investment business, formulate response measures, and timely review and optimize investment strategies
• Improve relevant systems and standardize operational procedures for fixed income investment business to ensure compliant, orderly, and efficient investment operations
• Responsible for the development of the fixed income investment research system, continuously enhance the professional capabilities of the investment research team, lead the construction of investment analysis models, improve the database, continuously carry out bond pool and credit risk management, conduct market analysis and market research, and achieve investment objectives
• Cooperate in establishing a prudent and robust fixed income investment risk control system, and implement comprehensive risk management before, during, and after investment
• Collaborate in the development and continuous improvement of the asset management product system, enhance product innovation capabilities, and form a multi-tiered product line with a comprehensive range of categories and diverse styles to meet the investment needs of investors with different preferences
• Assist the marketing team in client development, product marketing, channel development, and customer retention
• Implement relevant meeting resolutions approved by the company's various committees
• Complete other tasks assigned by senior management

Qualifications:

• Master's degree or above in finance, economics, science, or related fields; CFA/CAIA/FRM designation advantageous
• More than 10 years of experience in secondary market fixed income investment research at reputable domestic and international financial institutions, including experience as a Hong Kong bond fund manager and managing an investment research team, with outstanding investment performance
• Familiarity with overseas secondary market fixed income financial instruments and products, and extensive business experience
• Possess Type 1, 4, or 9 RO qualifications, be familiar with the regulatory requirements of the Hong Kong Securities and Futures Commission (SFC), demonstrate strong professional ethics, integrity, and conduct, and practice in compliance with the law, with no record of violations or disciplinary violations
• Possess a mature and stable investment philosophy and keen market analysis
• Have strong learning and innovation skills and excellent communication and coordination skills
• Be fluent in spoken and written English, Cantonese, and Mandarin

Key Responsibilities:

• Manage fixed income investment portfolios under relevant regulations and specific requirements
• Conduct thorough market research and analysis to identify investment opportunities
• Identify credit trends and event driven opportunities across fixed income markets, employing both directional and relative value trades
• Develop and implement investment strategies based on macroeconomic trends, interest rate forecasts, and credit analysis
• Contribute to the development of new fixed income products and investment solutions to meet evolving client needs
• Evaluate credit risk and assess the quality of bond issuers and money market instruments

Job requirements

• Bachelor's degree in Finance, Economics, Engineering, Mathematics
• Candidate with a quantitative discipline with CFA designation strongly preferred
• 5 -8 years of experience in fixed income portfolio management
• Strong understanding of fixed income products, money market instruments, and relevant regulatory frameworks
• Prior experience managing SFC authorized public fund (experience as KIP) preferred

Role Overview:

The Fixed Income Portfolio Manager will develop and execute fixed-income investment strategies across Sunshine's proprietary and client mandates, ensuring alignment with liability profiles, regulatory requirements, and performance targets.

Key Responsibilities:

• Lead the allocation, investment strategy, and investment management of fixed income assets in the secondary market, and be accountable for fixed income investment performance
• Responsible for the daily management and dynamic monitoring of fixed income investment business, formulate response measures, and timely review and optimize investment strategies
• Improve relevant systems and standardize operational procedures for fixed income investment business to ensure compliant, orderly, and efficient investment operations
• Responsible for the development of the fixed income investment research system, continuously enhance the professional capabilities of the investment research team, lead the construction of investment analysis models, improve the database, continuously carry out bond pool and credit risk management, conduct market analysis and market research, and achieve investment objectives
• Cooperate in establishing a prudent and robust fixed income investment risk control system, and implement comprehensive risk management before, during, and after investment
• Collaborate in the development and continuous improvement of the asset management product system, enhance product innovation capabilities, and form a multi-tiered product line with a comprehensive range of categories and diverse styles to meet the investment needs of investors with different preferences
• Assist the marketing team in client development, product marketing, channel development, and customer retention
• Implement relevant meeting resolutions approved by the company's various committees
• Complete other tasks assigned by senior management

Qualifications:

• Master's degree or above in finance, economics, science, or related fields; CFA/CAIA/FRM designation advantageous
• More than 10 years of experience in secondary market fixed income investment research at reputable domestic and international financial institutions, including experience as a Hong Kong bond fund manager and managing an investment research team, with outstanding investment performance
• Familiarity with overseas secondary market fixed income financial instruments and products, and extensive business experience
• Possess Type 1, 4, or 9 RO qualifications, be familiar with the regulatory requirements of the Hong Kong Securities and Futures Commission (SFC), demonstrate strong professional ethics, integrity, and conduct, and practice in compliance with the law, with no record of violations or disciplinary violations
• Possess a mature and stable investment philosophy and keen market analysis
• Have strong learning and innovation skills and excellent communication and coordination skills
• Be fluent in spoken and written English, Cantonese, and Mandarin

Oversee credit portfolios, money-market funds, and liability-driven products, ensuring they align with liability profiles, regulatory standards, and performance objectives.

Responsibilities

• Portfolio Construction & Management:
  Develop and implement fixed-income strategies aimed at achieving yield, duration, and risk targets. Optimize asset-liability matching within a liability-driven investment (LDI) framework, and monitor portfolio performance, risk exposures, and variances against benchmarks on a daily basis.
• Research & Strategy:
  Perform macroeconomic, interest-rate, and credit analyses to create comprehensive investment perspectives from both top-down and bottom-up approaches. Prepare strategy reports covering duration, sector, credit, and currency for investment committees, and suggest tactical adjustments based on market changes.
• Trade Execution & Risk Control:
  Execute trades in bonds, repos, and derivatives in partnership with the trading desk. Utilize hedging strategies to mitigate interest-rate and currency risks while ensuring adherence to internal limits and regulatory guidelines (SFC) and AML/KYC policies.
• Stakeholder Engagement:
  Collaborate with product, risk, compliance, operations, and legal teams throughout the lifecycle of products. Assist sales and client relationship teams with technical due diligence and client presentations, and maintain communication with rating agencies, custodians, and external research providers.
• Process Improvement & Governance:
  Improve investment processes through analytics, automation, and best practices. Contribute to the creation of investment risk models and reporting tools while upholding governance standards through regular policy reviews and internal audits.

Qualifications

• Master's degree in Finance, Economics, Business, or a related discipline; CFA/CAIA/FRM designation is a plus.
• 5 to 10+ years of experience in fixed-income portfolio management or credit analysis, preferably within insurance asset management, pension funds, or regional/global asset managers.
• Demonstrated success in managing portfolios under LDI or similar frameworks.
• Strong knowledge of fixed-income instruments, derivatives, portfolio analytics, and risk metrics.
• Proficient in portfolio systems (e.g., Bloomberg) and financial modeling (Excel, VBA).
• SFC Type 1, 4 & 9 license or eligibility preferred.
• Exceptional analytical, communication, and stakeholder management abilities.
• Fluent in both English and Mandarin (spoken and written).

Our client, a
Well-known Corporate Bank
, is now looking for a
Director, Fixed Income Portfolio Manager (Fundraising Focus)
to join their
Asset Management Division
.

Responsibilities

• Secure commitments from
  Asian insurers, sovereign funds, and UHNWIs
  for credit/rates funds
• Structure onshore-offshore feeder vehicles
• Customize fixed income sleeves for family offices
• Partner with PB teams on RMB bond arbitrage narratives
• Represent at Bond Connect forums and private credit roundtables

Requirements

• Bachelor's degree or higher in finance, economics, accounting, law, information technology, management, or related fields.
• 6-10 years in fixed income fundraising
• Track Record: Closed $300M+ annually in credit strategies
• Linguistic Edge: Native Mandarin + finance-level English

Our client is a multi-strategy asset management firm with a good track record in the region. As the business continues to grow, they are looking for an Investment Associate for the structured credit strategy. The position is based in their Singapore office.

Key responsibilities:

• Conduct fundamental credit analysis of structured credit investment opportunities eg asset backed securities etc
• Perform financial modelling, cash flow projections, due diligence to evaluate investment opportunities
• Monitor portfolio performance and conduct risk evaluation
• Support origination and execution of structured finance transactions
• Work with different stakeholders such as external legal advisors, fund admin to ensure smooth transaction process
• Keep track on the market and macroeconomic trends
• Support marketing and fundraising initiatives by preparing fund updates and materials

Key requirements

• Around 3 to 7 years of fixed income investment, credit research experience
• Bachelor's degree in Finance, Economics, Business or other disciplines
• Exposure to securitized credit transactions is an advantage
• Strong financial modelling and analytical skills
• Proactive, collaborative, detailed-oriented, positive attitude
• Adaptability to work in a small office environment
• Good communication skills, independent and team player
• Fluent in Chinese language

Interested parties please send your resume to Loretta Chan at

Regrettably only shortlisted candidates will be contacted

Job Description

Job Title: Fixed Income Client Portfolio Manager

Department: Investment Department

Job location: Hong Kong

Job Responsibilities

To promote and defend through face to face presentations, conference calls and web-casts, the suite of various investment strategies (managed on and off-shore) to our institutional and funds clients/prospects

Build and develop strong technical knowledge on the range of products

Develop strong, deep relationships with sales teams, investment teams and client base

Support the development of new fixed income products for existing & prospect clients

Create presentations tailored to audiences, help with the production of market and portfolio commentaries as an update to clients and the sales team

Review and create content for Requests for Proposals (RFPs)

Provide timely response to product enquiries from internal sales teams

Provide in-depth product knowledge, market updates, fund performance trend to sales team

Conduct product training and assist with the sales team in business development

Carryout transaction Support & Settlement duties

Job Requirements

At least 7 years of relevant experiences in financial institutions such as asset management firm, investment bank, securities company etc.

Master Degree holder preferably in Finance, Economics or related subjects. CFA / FRM qualification is very preferred

Excellent time management - able to prioritize issues and respond in a timely manner

Strong English and Putonghua (written and oral), Cantonese is a benefit

Team player, combined with the ability to work on own initiative

Strong work ethic & positive attitude coupled with good interpersonal, presentation skills and ability to deal with clients and colleagues at all levels

Well versed in PowerPoint, MS Excel, & Word

Knowledgeable about Bloomberg, Factset, Wind and other commonly used financial software / database is preferred

Send your application letter and full resume with available date, current and expected salary to

mailto: (email redacted, apply via Company website)

(All personal data collected will be used for recruitment purpose only.)

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

Full-time,Permanent

Job Responsibilities:

• Work closely with other trading team members and sales teams to facilitate client flows and manage an independent trading book consisting of Asian high grade credits;
• Provide market color, conduct profit and loss estimations as well as monitor risk parameters exposures according to specified trading limits on a daily basis;
• Contribute to trade ideas (e.g. relative value) and market views;
• Liaise with other teams to resolve trade related issues/discrepancies;
• Perform other ad-hoc duties to facilitate business growth and management reporting as required.

Job Requirements:

• Bachelor Degree or above in Finance, Economics, Accounting or other relevant majors;
• With 3-7 years of solid experience in fixed income or other relevant accounting/financial services;
• Audit experience in big 4 CPA firm and accounting experience in investment & financial services industry is a definite advantage;
• Qualified to be registered as licensed person at SFC in relevant regulated activities;
• CFA/CPA qualification preferable;
• Basic knowledge of Bloomberg TOMS and VBA programming;
• Strong analytical and quantitative skills;
• Solid financial modelling and valuation skills;
• Strong communication and interpersonal skills – ability to form effective working relationships;
• Proactive in taking responsibilities and be able to multi-task;
• Passionate and motivated to contribute to investment banking field;
• Capability of working closely with team members and delivering quality work under tight schedules;
• Fluency in English and Mandarin;Both written and verbal communication skills.

Data collected would be used for recruitment purposes only.

The Head of Structured Products and Fixed Income will lead and manage the development, execution, and oversight of the bank's structured products and fixed income strategies. This role requires a deep understanding of financial markets, innovative product development, and effective risk management. The successful candidate will work closely with various teams to ensure the delivery of high-quality investment solutions that meet the needs of our clients and align with the bank's strategic goals

Key Responsibilities:

1.    Leadership and Strategy:

o    Develop and implement the strategic vision for the structured products and fixed income division.

o    Lead, mentor, and manage a team of professionals, fostering a culture of excellence and collaboration.

o    Stay abreast of market trends, regulatory changes, and emerging opportunities to ensure the bank remains competitive and compliant.

2.    Product & Platform Development:

o    Oversee the design, structuring, and launch of innovative structured products and fixed income solutions.

o    Collaborate with internal stakeholders to identify client needs and market gaps, translating these insights into actionable product strategies.

o    Ensure all products meet regulatory requirements and internal risk management standards.

o    Develop platforms with technology team to deliver best in class client experience from investment product discoveries 

3.    Risk Management:

o    Implement robust risk management frameworks to monitor and mitigate risks associated with structured products and fixed income portfolios.

o    Conduct regular reviews and stress tests to ensure the resilience of the product offerings under various market conditions.

o    Work closely with the risk management team to ensure alignment with the bank's overall risk appetite.

4.    Portfolio Management & Performance Monitoring:

o    Track and analyze the performance of structured products and fixed income portfolios, providing regular reports to senior management.

o    Identify areas for improvement and implement strategies to enhance product performance and client outcomes.

o    Utilize advanced analytics and technology to optimize portfolio management and decision-making processes.

EDUCATION

•    Bachelor's degree in Business, Finance, Engineering, or a related field; master or advanced degree preferred.

•    Proven experience in product management, with a track record of leading successful product initiatives.

•    Strong strategic thinking and business acumen.

•    Excellent leadership and people management skills.

•    Proficiency in product management tools and methodologies, such as Agile and Scrum.

•    Solid understanding of risk management, governance, and regulatory compliance.

•    Exceptional communication, negotiation, and stakeholder management skills.

LICENSES    
•    SFC licence 1 / 7 / 8

LANGUAGES    
•    Cantonese, Mandarin, English

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.