Responsibilities:
- Assist in the performance reporting including the fund monitoring framework
- Manage the Fund Research Portal
- Assist in the funds reviews, including DD meeting notes
- Assist in the investment checklists
Funds Review
- Primarily for all the sub-funds under AIA Investment Funds.
- Updating the performance numbers and any process changes from the semi-annual DDQs.
- Identify any fund underperformance for review.
Peer Group Review and Fund Monitoring Framework
- Analysis of existing practices and framework at all BUs across the region to:
- Review peer groups and propose better suited ones for both internally and externally managed funds
- Identify areas where we could expand GIPC coverage and
- Operate the Fund Monitoring Framework for ready countries.
Update and Enhance External Fund Manager (EFM) List
- Update and enhance spreadsheet of the EFM mapping list which sets out relationship across all BUs.
Reorganise and Streamline Internal Sharepoint
- Organise and arrange internal teamsite consolidating information from various team members.
- Classification of information into those available for internal use vs external dissemination.
Review and enhance existing reports and DD meeting minutes
- Review and enhance existing reports
- Explore if we can use AI to help us organize meeting minutes in a readable way such that it can be shared with the BUs going forward.
Morningstar Direct Software
- Develop and set up templates for due diligence reviews ongoing monitoring.
Investment Checklists
- Enhance checklists for the creation of new funds and restructuring of existing funds
