DescriptionA. Key Responsibilities
1. Funds Due Diligence:
- Conduct comprehensive due diligence on investment funds including quantitative and qualitative assessments for onboarding. Candidates with public and/or private markets experience will be considered.
- Evaluate fund managers performance strategies and investment capabilities.
- Analyse market trends and funds characteristics to identify investment opportunities.
2. Funds Review:
- Regularly review and monitor fund performance against benchmarks and investment objectives.
- Prepare detailed reports and presentations summarizing findings and recommendations for senior management and stakeholders.
- Recommend to switch fund allocations and strategies as necessary.
3. Governance:
- Ensure compliance with internal governance standards and regulatory requirements.
- Participate in the development and enhancement of governance frameworks related to fund selection and oversight.
- Support audit and regulatory inquiries related to fund performance and due diligence processes.
4. Business Support Activities:
- Assist in the development of investment policies and procedures.
- Provide analytical support for business development initiatives and client presentations.
- Engage with external fund managers Incomes financial advisory teams and other industry partners to foster relationships and organise fund-related trainings may be required.
5. Collaboration and Reporting:
- Work closely with cross-functional teams including risk management tax actuarial legal/compliance and operations to support overall investment objectives.
- Contribute to team knowledge-sharing and best practices regarding fund selection investment analysis.
B. Qualifications:
- At least a Bachelors degree in Finance Economics Business Administration or a related field. Related professional certification (CFA CAIA etc.) is an advantage.
- 10 years of experience in investment manager analysis fund selection client portfolio manager or a related role in an asset owner insurance company and/or financial services firm. Candidates with experience in public markets and/or private markets will be considered.
- Strong analytical skills with a proven ability to interpret complex financial data and market trends.
- Strong grasp of investment funds market trends and understanding of funds across public and/or private markets. Knowledge of the insurance ILP landscape and regulations is advantageous.
- Excellent communication and presentation skills with the ability to convey complex information clearly and effectively.
- High level of attention to detail and a commitment to accuracy and quality in all deliverables.
- Proficient in investment research platforms such as Morningstar Bloomberg Preqin etc.
Required Experience:
Senior Manager
DescriptionA. Key Responsibilities1. Funds Due Diligence:Conduct comprehensive due diligence on investment funds including quantitative and qualitative assessments for onboarding. Candidates with public and/or private markets experience will be considered.Evaluate fund managers performance strategie...
DescriptionA. Key Responsibilities
1. Funds Due Diligence:
- Conduct comprehensive due diligence on investment funds including quantitative and qualitative assessments for onboarding. Candidates with public and/or private markets experience will be considered.
- Evaluate fund managers performance strategies and investment capabilities.
- Analyse market trends and funds characteristics to identify investment opportunities.
2. Funds Review:
- Regularly review and monitor fund performance against benchmarks and investment objectives.
- Prepare detailed reports and presentations summarizing findings and recommendations for senior management and stakeholders.
- Recommend to switch fund allocations and strategies as necessary.
3. Governance:
- Ensure compliance with internal governance standards and regulatory requirements.
- Participate in the development and enhancement of governance frameworks related to fund selection and oversight.
- Support audit and regulatory inquiries related to fund performance and due diligence processes.
4. Business Support Activities:
- Assist in the development of investment policies and procedures.
- Provide analytical support for business development initiatives and client presentations.
- Engage with external fund managers Incomes financial advisory teams and other industry partners to foster relationships and organise fund-related trainings may be required.
5. Collaboration and Reporting:
- Work closely with cross-functional teams including risk management tax actuarial legal/compliance and operations to support overall investment objectives.
- Contribute to team knowledge-sharing and best practices regarding fund selection investment analysis.
B. Qualifications:
- At least a Bachelors degree in Finance Economics Business Administration or a related field. Related professional certification (CFA CAIA etc.) is an advantage.
- 10 years of experience in investment manager analysis fund selection client portfolio manager or a related role in an asset owner insurance company and/or financial services firm. Candidates with experience in public markets and/or private markets will be considered.
- Strong analytical skills with a proven ability to interpret complex financial data and market trends.
- Strong grasp of investment funds market trends and understanding of funds across public and/or private markets. Knowledge of the insurance ILP landscape and regulations is advantageous.
- Excellent communication and presentation skills with the ability to convey complex information clearly and effectively.
- High level of attention to detail and a commitment to accuracy and quality in all deliverables.
- Proficient in investment research platforms such as Morningstar Bloomberg Preqin etc.
Required Experience:
Senior Manager
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