Description
The Fixed Income Discretionary Portfolio Management team at Morgan Stanley is seeking a junior analyst / assistant portfolio manager based in Hong Kong. The role involves supporting the lead portfolio manager across various fixed income DPM strategies, including portfolio construction, implementation, risk monitoring, portfolio analytics, and client reporting.
The ideal candidate has a strong quantitative aptitude, intellectual curiosity, and a willingness to learn. They should be highly proficient in Excel, comfortable working with complex datasets, and capable of maintaining accuracy in a control-sensitive environment.
Key responsibilities include:
- Supporting the Fixed Income Portfolio Manager in portfolio construction, portfolio reviews, rebalancing analysis, and implementation preparation
- Assisting with trade implementation, execution follow-up, and coordination with execution, operations, control, and support teams
- Monitoring portfolio guidelines, mandate restrictions, concentration limits, credit exposure, maturity profile, and other fixed income risk parameters
- Preparing client reports, analytics, and portfolio reports, including performance, holdings, asset allocation, etc.
- Preparing and updating fixed income DPM marketing materials, pitch books, portfolio review decks, and client-ready summaries
- Supporting system and process enhancement initiatives, including portfolio reporting and analytics tools, data quality checks, and workflow improvements
Requirements:
- Bachelor's degree in finance, economics, accounting, mathematics, engineering, computer science, or a related discipline
- 1-3 years of relevant experience in portfolio management support, investment analysis, fixed income, asset management, wealth management, trading support, risk, product control, or investment operations
- Good understanding of fixed income instruments, including bonds, credit, structured products, bond funds, and portfolio analytics
- Advanced Excel skills are essential, with AI, VBA, Power Query, Python, or other automation skills being an advantage
- Strong attention to detail, analytical mindset, and ability to identify data inconsistencies, formula issues, and potential control risks
- Experience with Bloomberg, portfolio systems, or trade support platforms would be helpful
- Strong written and verbal communication skills in English, with Chinese language skills being an advantage
Benefits: Morgan Stanley offers a range of employee benefits and perks, including support for employees and their families at every point along their work-life journey.