Description
We are seeking an experienced Senior Director, Portfolio & Liquidity Management, Global Markets to lead the management of corporate fixed income portfolios across investment-grade, and emerging market credit strategies.
The successful candidate will be responsible for generating risk-adjusted returns through active portfolio construction, credit selection, sector allocation, and relative value positioning, while adhering to investment guidelines and risk parameters.
Key Responsibilities
- Manage corporate bond portfolios in accordance with investment objectives, mandates, and risk limits.
- Develop and implement investment strategies based on macroeconomic, market, sector, and issuer-level views.
- Conduct portfolio construction, security selection, duration management, yield curve positioning, and sector allocation.
- Perform fundamental credit analysis and assess issuer creditworthiness, valuation, liquidity, and relative value opportunities.
- Monitor portfolio performance, risk exposures, tracking error, and compliance with investment guidelines.
- Identify and execute investment opportunities across investment-grade, and emerging market corporate bonds.
- Collaborate with stakeholders to execute transactions efficiently and optimize portfolio liquidity.
- Monitor global credit markets and evaluate the impact of economic, geopolitical, and regulatory developments on portfolio positioning.
- Present investment strategies, portfolio performance, and market outlooks to senior management.
- Oversee portfolio liquidity, ensuring adequate cash and liquid asset buffers to meet liability obligations, and tactical investment opportunities.
- Conduct liquidity stress testing and scenario analysis to assess portfolio resilience under adverse market conditions.
- Optimize liquidity profiles while balancing return objectives, risk budgets, and regulatory or client mandate requirements.
- Support new product development and contribute thought leadership on credit markets and fixed income investing.
Qualifications & Experience
- Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related discipline.
- CFA charterholder or progress toward CFA designation preferred.
- Minimum 7-10 years of experience in corporate bond investing, fixed income portfolio management, credit research, or institutional asset management.
- Demonstrated experience managing corporate bond portfolios with a track record of investment performance.
- Strong knowledge of global credit markets, fixed income instruments, and portfolio risk management techniques.
- HKMA Type 1 & Type 4 license holder
- Member of Treasury Markets Association (TMA) is preferred
- Holder of ECF on Treasury Management accredited by Treasury Markets Association is preferred
Technical Skills
- Deep understanding of corporate credit analysis, bond valuation, credit spreads, and relative value assessment.
- Experience with portfolio analytics, risk attribution, duration management, and performance measurement.
- Proficiency in SQL, SAS, Python, R, Tableau, Power BI, or similar analytical tools.
- Strong quantitative and analytical capabilities.
- Familiarity with ESG integration within fixed income investment processes is advantageous.
Key Competencies
- Strong investment judgment, portfolio construction skills and liquidity risk management.
- Ability to generate independent investment ideas and articulate conviction-based views.
- Demonstrated experience managing liquidity risk within fixed income portfolios.
- Experience with liquidity stress testing, cash flow forecasting, and liability-driven portfolio management.
- Familiarity with regulatory liquidity frameworks and liquidity risk governance for institutional portfolios.
- Excellent communication and presentation skills.
- Strong stakeholder management with the ability to engage senior executives and other stakeholders.
- Collaborative team player with a high level of integrity and professionalism.
- Ability to perform effectively in dynamic market environments.