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Asia Wealth Management, Fixed Income Discretionary Portfolio Management, Assistant Portfolio Manager, Analyst, Hong Kong

Morgan Stanley

Asia Wealth Management, Fixed Income Discretionary Portfolio Management, Assistant Portfolio Manager, Analyst, Hong Kong

full-timePosted: Aug 13, 2026Updated: Sep 2, 2026Hong Kong, Hong Kong

Job Description

About the RoleThe Fixed Income Discretionary Portfolio Management team is looking for a junior analyst / assistant portfolio manager based in Hong Kong to support the lead portfolio manager across various fixed income DPM strategies. The role offers hands-on exposure to portfolio construction, implementation, risk monitoring, portfolio analytics, and client reporting. This is an excellent opportunity for an analytical and detail-oriented professional to develop expertise in fixed income investing and portfolio management. Ideal CandidateThe ideal candidate demonstrates strong quantitative aptitude, intellectual curiosity, ownership, and a willingness to learn. They are highly proficient in Excel, comfortable working with complex datasets, and capable of maintaining accuracy in a control-sensitive environment.Fixed income experience is preferred but not essential. We welcome candidates from investment, trading support, risk, portfolio management, or related disciplines who are looking to build a long-term career in portfolio management. Key ResponsibilitiesSupport Fixed Income Portfolio Manager in portfolio construction, portfolio reviews, rebalancing analysis, and implementation preparation.Assist with trade implementation, execution follow-up, and coordination with execution, operations, control, and support teams.Support monitoring of portfolio guidelines, mandate restrictions, concentration limits, credit exposure, maturity profile, and other fixed income risk parameters.Prepare client reports, analytics and portfolio reports, including performance, holdings, asset allocation, etc.Prepare and update fixed income DPM marketing materials, pitch books, portfolio review decks, and client-ready summaries.Support system and process enhancement initiatives, including portfolio reporting and analytics tools, data quality checks, and workflow improvements. Skills & RequirementsBachelor’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 preferred.Good understanding of fixed income instruments, including bonds, credit, structured products, bond funds, and portfolio analytics.Advanced Excel skills are essential. AI, VBA, Power Query, Python, or other automation skills would be 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. Chinese language skills would be an advantage.Ability to work under time pressure, manage recurring reporting cycles, and support urgent portfolio implementation needs with accuracy and discipline.WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Locations

  • Hong Kong, Hong Kong

Skills Required

  • portfolio management supportintermediate
  • Bloombergintermediate

Required Qualifications

  • Bachelor’s degree in finance, economics, accounting, mathematics, engineering, computer science, or a related discipline. (degree in finance)
  • 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 preferred. (experience, 3 years)
  • Good understanding of fixed income instruments, including bonds, credit, structured products, bond funds, and portfolio analytics. (experience)
  • Advanced Excel skills are essential. AI, VBA, Power Query, Python, or other automation skills would be an advantage. (experience)
  • Strong attention to detail, analytical mindset, and ability to identify data inconsistencies, formula issues, and potential control risks. (experience)
  • Experience with Bloomberg, portfolio systems, or trade support platforms would be helpful. (experience)
  • Strong written and verbal communication skills in English. Chinese language skills would be an advantage. (experience)
  • Ability to work under time pressure, manage recurring reporting cycles, and support urgent portfolio implementation needs with accuracy and discipline. (experience)

Responsibilities

  • Support Fixed Income Portfolio Manager in portfolio construction, portfolio reviews, rebalancing analysis, and implementation preparation.
  • Assist with trade implementation, execution follow-up, and coordination with execution, operations, control, and support teams.
  • Support monitoring of portfolio guidelines, mandate restrictions, concentration limits, credit exposure, maturity profile, and other fixed income risk parameters.
  • Prepare client reports, analytics and portfolio reports, including performance, holdings, asset allocation, etc.
  • Prepare and update fixed income DPM marketing materials, pitch books, portfolio review decks, and client-ready summaries.
  • Support system and process enhancement initiatives, including portfolio reporting and analytics tools, data quality checks, and workflow improvements.

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