Senior Portfolio Manager at Sun Life managing multi-asset allocation and fund performance initiatives for clients. Involves asset management compliance and external manager relationship management.
Responsibilities
Perform asset management function abide by the SFC and the MPFA regulations
Regularly review and enhance investment processes for the sake of robustness and effectiveness
Perform all aspects of fund/fund manager screening, due diligence, selection, monitoring, evaluation as well as formulating strategic and tactical asset allocation
In-depth research on macro and multi-asset classes
Optimize investment process by developing proprietary investment model and leverage on third parties’ investment tools
Dealing of ETF and underlying mutual funds
Jointly accountable for making tactical allocation to underlying funds/fund managers to deliver results in meeting performance targets
Support AMC’s business initiatives including product design and launch, and manage external manager relationship
Assist to provide regular performance analysis, report, review, and commentary for the publication of fund factsheets, brochures and other marketing materials for existing clients and prospects
Requirements
University graduate in Investment, Finance, Economics or similar discipline
Over 15 years’ work experience in portfolio management, multi-asset allocation or related fields
Solid experience in managing developed market (US, Europe, Japan and DM Asia) equities, and intensive knowledge in sector allocation and style analysis on global equity market
CFA charter holder and/or other relevant professional qualifications a plus
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