Senior Portfolio Manager | High Yield And Flexible Credit@ HSBC
New York City Metropolitan Area
Rick W. Liu
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The University of British Columbia
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FlashIntel GPTRick W. Liu is an experienced portfolio manager and investment professional in US and global credit, with a focus on leveraged finance, high yield, and crossover credit bond strategies. He has grown to over 25bn assets under management over the past 15 years, contributing to the development of a rigorous investment process for research, security selection, and risk management. Rick is also a key member of the global credit allocation committee, driving macro investment allocation decisions between geographies and asset classes within the fixed income platform.
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I am an experienced portfolio manager and investment professional in US and global credit, with particular focus in leveraged finance, high yield and crossover credit bond strategies. As a leader brought on to start the credit capability in HSBC AM New York office, we have grown to over $25bn assets under management over the past 15 years with multiple fixed income capabilities, and helped develop a rigorous and proven investment process for fundamental research, security selection, relative value analysis, sector positioning, and credit beta and risk management. I am also a key member of the global credit allocation committee, driving macro investment allocation decisions between geographies and asset classes within the broader fixed income platform.
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Senior Portfolio Manager | High Yield And Flexible Credit
Global Markets - Structure Derivatives
Credit Analyst - Distressed And Special Situations
Hedge Fund Analyst
Global Markets - Structure Derivatives
Financial Services
Rick W. Liu's Professional Milestones
- Global Markets - Structure Derivatives (2004-01-01~2005-01-01): Developed a strategic plan to optimize market position in various sectors and increase profitability.
- Investment Banking M And A (2003-01-01~2004-01-01): Driving financial success through strategic analysis and robust analysis.
Education
Finance (honors)
Skill
High Yield
Special Situations
Fixed Income
Credit
Alternative Investments
Distressed Debt
Debt Markets
Portfolio Management
Chinese
Capital Structure
Restructuring
Financial Modeling
Hedge Funds
Valuation
Asset Management
Investments
Investment Strategies
Asset Allocation
Bonds
Equities
Investment Banking
Certification
Colleagues
Jerry Begic
Owner, Le Bar Nesta
Kevin Black
Senior Product Owner
Premkumar V.
Senior Product Owner
Sarvesh Kumar Mishra
Scrum Master | Deputy Product Owner | Agile Coach | Data Protection Engineer | Automation Support
Ramanjeet Kaur
Consultant | Ex-Product Owner | Certified Safe 5 Product | Product Manager
Other Named Rick W. Liu
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Rick W. Liu's social media include: Linkedin,
Rick W. Liu works for HSBC
Rick W. Liu's role in HSBC is Senior Portfolio Manager | High Yield And Flexible Credit
Rick W. Liu works in the industry of Financial Services
Rick W. Liu's colleagues are Jerry Begic,Kevin Black,Premkumar V.
Rick W. Liu's latest job experience is Senior Portfolio Manager | High Yield And Flexible Credit at HSBC
Rick W. Liu's latest education in The University of British Columbia
