We are looking for a self-driven and highly motivated individual to join a dynamic investment product team operating in a fast-paced fintech environment, with exposure across fund research, product management, portfolio solutions and business initiatives.
Key Responsibilities
Fund Research, Reporting & Due Diligence
- Conduct research and due diligence on mutual funds and other investment products.
- Prepare and review periodic fund review reports, performance reports, factsheets and other investment-related reporting, ensuring accuracy, consistency and quality of analysis.
- Perform fund comparisons and peer analysis to support investment recommendations and the selection of funds for Approved Product Lists and High Conviction Lists.
- Use Morningstar and other investment research and data platforms to conduct fund screening, peer comparison, performance and portfolio analysis.
- Liaise with external fund managers and asset management partners as part of ongoing fund monitoring, due diligence and product reviews.
Investment Product & Portfolio Management
- Support the review and onboarding of new investment products and product providers, including due diligence, internal approvals, commercial and fee negotiations, documentation and legal agreements.
- Support the end-to-end lifecycle management of investment products, including mutual funds, model portfolios and other investment solutions.
- Contribute to the management and monitoring of model portfolios, ensuring portfolios remain aligned with their investment objectives and prevailing investment views.
- Implement approved changes to model portfolio allocations and coordinate associated updates to portfolio materials, including monthly factsheets and related reporting.
- Work closely with internal stakeholders including Compliance, Legal, Distribution, Operations and Marketing to support effective product management and execution.
- Ensure investment product activities and documentation are undertaken in accordance with applicable regulatory requirements and internal governance standards.
Investment Content & Communication
- Contribute to market commentaries, fund updates, investment outlooks and other investment-related content.
- Translate investment research and fund analysis into clear and actionable insights for internal stakeholders, advisers and clients.
- Support presentations, training sessions and educational programmes relating to investment products and markets.
- Support ad-hoc investment research, product and business initiatives as required.
Key Requirements
Experience
- Minimum 5 years of relevant experience in investment management, asset management, wealth management or the financial services industry.
- Strong understanding of the mutual funds industry, including fund structures, investment strategies, performance measurement and portfolio characteristics.
- Demonstrable experience in fund reporting, including the preparation and/or review of periodic fund reports, factsheets, performance analysis or investment review materials.
- Strong analytical skills with the ability to critically assess fund performance, portfolio positioning and investment strategies.
- Familiarity with Morningstar, preferably Morningstar Direct, or similar fund research and analytics platforms.
- Previous experience in fund research and investment due diligence is preferred.
- Experience in investment product onboarding and working with asset managers, investment platforms, banks, financial advisory firms or wealth management businesses would be advantageous.
