- Key Responsibilities
- 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.
- 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.
- 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.
- 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, Income's financial advisory teams, and other industry partners to foster relationships and organise fund-related trainings may be required.
- 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.
- Qualifications:
- At least a Bachelor's 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.
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Description
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