Onsite Senior Portfolio Manager

Posted 2 hours ago

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About the role

  • 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

Benefits

  • MPF
  • Excellent career development opportunities

Job title

Senior Portfolio Manager

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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