In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Bring your career aspirations to life with AIA! As part of the Centre of Excellence for Fixed Income-Global Developed Markets team, support oversight and management of AIA's externally managed portfolios
Job Description Portfolio Monitoring & Management
Daily screening for alerts of emerging sector and/or specific issuer risks
Monitoring and analysis of risk attributes at portfolio level and on aggregated basis
Regular dialogue with all External Fund Managers ('EFMs') and deep dive into credits which have been flagged out during the portfolio monitoring process
Consolidation of all EFMs' views and strategies on identified credit and market developments
Evaluation of different strategies and alignment of any appropriate course of action across all EFMs
Evaluation of the portfolio actions to ensure portfolio risk is consistent with key themes, and to review against client guidelines and constraints
Prompt communication to all EFMs (US Corporate Credits) on any identified portfolio actions
Active participation in the monthly and quarterly portfolio reviews with EFMs
Close monitoring on the execution by the EFMs (US Corporate Credits)
Review of portfolio trades against desired risk positions as well as against mandates, guidelines and constraints
Ensure overall credit and sector positioning are consistent with current views and strategy
Client Management Support
Regular dialogue and review with client (including preparation of monthly and quarterly review materials)
Ensure clients' instructions on subscriptions and redemptions are followed through
Exploit efficiencies of technology as they become available
Enhance and develop portfolio monitoring & reporting systems, processes, tools
Job Requirements The ideal candidate must have advanced knowledge of Bloomberg, Microsoft Excel, PowerPoint, and Word. Knowledge and ability to use Python and other Programming tools would be an advantage but not essential. He/she should be exceptionally meticulous and recognize the importance of fact-checking and doing reality checks.
The candidate must also be a highly pro-active, conscientious, responsible and disciplined team player who can complete all assigned tasks impeccably within tight deadlines. He/she should also be mature enough to work independently and propose effective solutions to address potential challenges.
Strong inter-personal skills with the ability to coordinate and collaborate with colleagues from different countries, cultures and level of work experience are essential.
5-7 years of work experience, primarily in large multi-national financial firms. Prior work experience in asset management, sell-side / buy-side credit research, and/or credit rating agencies would be ideal. Experience covering US IG credits is a plus but not a requirement.
Consistently strong academic track record from a reputable university plus good grasp of the current economic, geopolitical and credit market conditions
Build a career with us as we help our customers and the community live healthier, longer, better lives.
You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.