Our client is a large Single family office who is looking to hire a Fixed Income Credit PM. The size of the portfolio is around 300mill (for this PM to manage) as well as to handle an absolute return multi asset portfolio.
Responsibilities:
- Manage a small absolute return multi asset portfolio
- Develop and propose investment strategies for global Bonds
- Oversee actively a Bond Fund by formulating a dynamic strategy that is aligned to the outlook for Credit Markets as formulated by the Fixed Income specialist
- Manage detailed research and analysis in selecting Bonds to populate the Fund strategy and Client allocations to Fixed Income
- Recognise clients' risk profile, investment needs and construct and execute investment solutions
- Regularly review and recommend any necessary rebalancing of portfolios to Clients
- Present all investment solutions in a high standard, professional manner
- Support Financial Advisors in providing ongoing investment advice to clients
- Maintain client relationships for the Company
- Support the business development efforts of the Advisors by actively engaging prospects
- Develop risk controls, overall trading position limits, stop losses and hedging strategies – for the Fund and individual Client portfolios where applicable. Drive timely and disciplined order execution for the Funds’ position
- Actively work with the other Investment Counsellors in advocating the overall mutli-asset, holistic macro and portfolio views of the Team
- Maintain a high standard of ethics and conduct and ensure confidentiality of clients’ assets & information.
- Ensure strict adherence to the Company’s policies, rules & regulations.
Requirements:
- Degree in Banking/Business/Economics/Engineering/Finance/Maths
- Certifications required from CMFAS Modules 1A, 5, 6A and 8A
- At least 10 years’ experience in an Investment Advisory / Fixed Income product specialist Role
- Experience of working with an Independent / External Asset Manager and/or a Fund Manager will be preferred.
- Demonstrable track record of driving sound investment strategies and related selection and tracking of Bonds through sound fundamental and technical analysis of the issuers
- Experience in managing a Fund or supporting the management of the same, while not necessary, is preferred
- Conversant in other asset classes with ability to contribute to and follow the ideation and recommendations of other Investment Counsellors. Should be able to hold conversations with Clients from a holistic and diversified perspective
- An existing network of potential Clients that the candidate could look to engage on behalf of the Company will be deemed an added advantage
- Dependable, proactive and enterprising, Ability to work under pressure and as an effective Team member
- Strong interpersonal and communication skills
