Manager, Fixed Income Job Description
Manager, fixed income
provides information on markets and funds which will be used to support the Sales & Marketing teams.
Manager, Fixed Income Duties & Responsibilities
To write an effective manager, fixed income job description, begin by listing detailed duties, responsibilities and expectations. We have included manager, fixed income job description templates that you can modify and use.
Sample responsibilities for this position include:
Calculate and analyze ex-post risk statistics (standard deviation, tracking error)
Work closely with other internal departments and resources including Global Data, Core Product and R&D to develop work flows, quality insurance processes and product enhancements
Educate internal audiences on investment strategies and products
Provide perspective and update (investment strategy positioning and performance context, voice, & messaging) to internal business partners and others responsible for producing and delivering content to internal and external audiences
Utilize appropriate resources in order to provide research and analysis of all aspects of competitive products performance, competitive industry landscape, firm product performance, and peer performance
Establish composite assignments for all accounts
Formulate asset allocation strategy in coordination with the lead for the Book of Business
Leverage and Work closely with the Global EMD Credit group to access and implement the best ideas for the Total Return Business
Provide in depth market views on the credit segment and actively participate in formulating our credit strategy for the EMD group as whole
Articulate and maintain detailed recommendation and investment views
Manager, Fixed Income Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Manager, Fixed Income
List any licenses or certifications required by the position: US, CPA, IMC, CFA, PMP, AZEK/CFA, PRM, FRM, AMAC
Education for Manager, Fixed Income
Typically a job would require a certain level of education.
Employers hiring for the manager, fixed income job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Economics, Business, Accounting, MBA, Mathematics, Engineering, Graduate, Statistics, Management
Skills for Manager, Fixed Income
Desired skills for manager, fixed income include:
Data sources for performance
Bloomberg
Flows
Relevant competitive information
Excel
& interest in global markets
Economics
Equity and Alternatives assetz classes would be advantageous
Portfolio theory
Statistics
Desired experience for manager, fixed income includes:
S7, S63,S9/10(orS8), S24 (orS23
Minimum 8 years of experience in fixed income markets
Preferably fixed income portfolio management or sales-trader experience
Interest in portfolio management with good understanding of portfolio diversification theory
Minimum 5 years of experience in fixed income or in a field related to defined benefit pension plan management
Familiarity with actuarial concepts
Manager, Fixed Income Examples
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Manager, Fixed Income Job Description
Job Description Example
Our growing company is looking for a manager, fixed income. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for manager, fixed income
- Develop and Manage key customer relationship with decision markers
- Lead efforts in implementing sales initiatives to engage customers to continually partner with the TOMS business
- Create account plans and strategies to support and increase the presence of the business
- Achieving sales targets by identifying and assisting to close new sale opportunities within the assigned account
- Gain strong understanding of customer technology and workflows
- Understand key competitors and position our products' advantages
- Work with customer base to design and execute gap analysis
- Establishing and implementing index management procedures and methodologies to reflect the needs of the fixed income market
- Evaluating index rebalancing including membership inclusions and exclusions with their index duration impact
- Involved with the entire sales process, while looking for additional opportunities to engage clients
Qualifications for manager, fixed income
- Detail oriented, exceptional quantitative and analytical skills
- Interested candidates should be based in Hong Kong, or be willing to relocate themselves to Hong Kong for this position
- Strong business acumen with a demonstrated knowledge of identifying potential value creation and new prospects, building and maintaining solid client relationships
- Extensive Finance and/or Business Management experience
- Proactive attitude with an ability to challenge the status quo and improve processes
- Attention to detail is critical as is the ability to multi-task
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Manager, Fixed Income Job Description
Job Description Example
Our company is looking to fill the role of manager, fixed income. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for manager, fixed income
- Engagement with the Policy Training & Registrations Team, with active participation in the development of compliance policies and procedures
- Ensuring timely and accurate responses to regulatory enquiries and liasing with internal groups to obtain information
- Proactive and timely escalation of issues to the Senior Compliance Officer of the advisory team, ensuring regular and frequent communication on such issues
- Lead projects across myriad business groups and supporting teams
- Coordinate independent reviews of the operating model while managing and implementing any and all remediation requirements resulting from recommendations
- Analyse functional and support gaps, identify risks, propose solutions, and manage execution
- Supervising and reviewing the daily P&L production, attribution analysis, and new trade review for of the groups’ trading books
- Month-end book close and review
- Review of the front to back reconciliation process
- Day-to-day liaising with the trading desk, Market Risk Control Dept, Operations, Valuation Review Group and others regarding issues relating to P&L
Qualifications for manager, fixed income
- Understanding of a broad range of financial and investment principles
- Multi-asset class experience (Fixed Income, Equities, and Alternatives )
- 7 10 years experience working with fixed income securities valuation, performance and/or GIPS, or marketing within an investment management firm
- Proven ability to improve established processes and leverage technology with strong analytical skills
- Able to coach and provide timely, actionable feedback based on performance expectations
- Strong EMD experience and in particular in the Credit HY and Investment grade space
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Manager, Fixed Income Job Description
Job Description Example
Our company is growing rapidly and is looking for a manager, fixed income. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for manager, fixed income
- Ongoing review of exposures and identification of counterparty risk within the Fixed Income Division
- Working with Quant Strat Team, Information Technology on further improving risk metrics across rates, fx and credit, identification of tail risks
- Oversight over Setting of Trading Limit for client business
- Responsible for a segment of the overall fixed income product line including business development, product positioning, product line management and competitive analysis
- Assist Director of Fixed Income Product Management in developing, positioning and promoting the fixed income product line across both retail and institutional distribution channels
- Develop and maintain periodic portfolio and market updates, including investment issues and marketing ideas relating to their specific product line
- Assist Director of Fixed Income Product Management with product line rationalization by assuming a leadership role within the product development process
- Help develop product strategy and financial business plan, working with investment management and our distribution partners
- Responsible for having a strong understanding of the product line by becoming the "product advocate" by proactively disseminating investment related information while communicating the product message through verbal, print and electronic media to Delaware Investments' distribution partners
- Help define and position a specific segment of the fixed income product line within the company and across distribution channel
Qualifications for manager, fixed income
- Proven Track record as Buy Side Portfolio Manager/Credit Analyst or as a Sell Side Trader
- Ability to detect and articulate asymmetric credit strategies
- Ability to deep dive in Credit names and identify values and trade ideas
- Great Macro understanding across the EMD universe
- Play an active role in ‘risk-sizing’ new initiatives
- Strong understanding of the Financial Markets is a requisite with special focus on asset classes like Fixed Income, Foreign Exchange, Interest and Credit Derivatives, Money Markets is necessary
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Manager, Fixed Income Job Description
Job Description Example
Our company is looking to fill the role of manager, fixed income. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for manager, fixed income
- Report on Delaware Investments' and competitors' product performance, portfolio composition, pricing, and service
- Develop and maintain periodic portfolio and market updates, including investment issues, marketing ideas and attribution analysis
- Responsible for overall competitive analysis within the segment of the fixed income product line
- Assist in developing marketing campaigns for major product focuses (message, strategy, implementation)
- Help identify and research trends in the asset management industry and determine how or if Delaware Investments should participate
- Work with portfolio managers on presentations for use with financial intermediaries, consultants and clients
- Develop, maintain and edit marketing literature/sales ideas, product profiles, RFPs, questionnaires, and market commentaries
- Ensure seamless and continual 24x6 global support for Foreign Exchange applications
- Demonstrate exceptional leadership of FX Production Services teams based in Toronto, London and Hong Kong
- Partner strategically with application development and infrastructure to set direction and execution of technology future state vision
Qualifications for manager, fixed income
- Understanding the full life cycle of a trade is necessary
- Experience interacting with Trading, Sales, Middle and Back Office, Technology and E-commerce teams will be useful
- Project Management, Organizational and Planning Skills are preferred
- Order management technology, Electronic Trading experience is strongly preferred and knowledge of TOMS will be a plus
- Proactive, aspiring individual with strong presentation and communication skills in English
- Business language proficiency in another relevant Asian language will be preferred
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Manager, Fixed Income Job Description
Job Description Example
Our company is looking to fill the role of manager, fixed income. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for manager, fixed income
- Seek opportunities to increase the quality of technology service delivered to the business and lead teams to do the same
- Lead enterprise process improvements
- Pursuingnew client opportunities among all holders of distressed loan, bond, MBS, andABS securities
- Managingteams organized to provide our clients with workable solutions to their taxaccounting and information reporting needs
- Contributingto practice optimization, eminence, and people development
- Work with Fixed Income sales, trading and research to raise awareness of the product, how clients use it, trends and upcoming new features
- Ensure that regions converge on vision and strategy
- Work with the desks and product team to plan and execute a client launch for the new features
- Organize and execute internal and external marketing campaigns for clients, using channels such as regular blasts e-mail, webinars, online promotion, conferences and in-person visits
- Set criteria and report on measurements of success for marketing campaigns for US region
Qualifications for manager, fixed income
- Available for regular travel within the assigned geographical coverage
- 2 years+ experience in fixed income
- Proven track record of being self driven and "get-it-done" attitude
- Experience building and maintaining indexes is preferred
- Demonstrate ownership and responsibility
- Self-Starter, who has the ability to work across groups and independently when required