Senior Investment Analyst Fund Research, Portfolio Management

Main Purpose of Job:

Responsible for researching investment opportunities, conducting ongoing manager evaluations, maintaining the Asia & Middle East (AME) fund buy-list (whitelist) and providing evidence-based investment recommendations that support the delivery of the AME investment proposition.

Key Responsibilities of the Job:

The role is responsible for:

• Being a significant contributor to the fund research and manager due diligence process.
• Maintaining the AME investment fund buy-list (whitelist).
• Coordinate periodic ongoing whitelist reviews and oversee associated governance documentation.
• Lead investment analysis supporting partner enquiries.
• Develop and maintain constructive relationships with external fund managers and research providers.
• Monitor macroeconomic, market and industry developments and assess their implications for fund recommendations, portfolio positioning and future whitelist decisions.
• Develop and enhance investment research processes.

Requirements of the Job:

Job Functional Knowledge:

• Experience in investment research, fund due diligence, manager selection or investment consulting activities.
• Experience preparing investment presentations, portfolio reviews or client-facing investment materials.
• Experience with investment performance, risk and attribution concepts.
• Experience working with large datasets and applying technology to improve investment processes.
• Familiarity with investment performance, risk and attribution concepts.
• Experience using investment research platforms such as Bloomberg, Morningstar, Financial Express Analytics or similar tools.
• Ability to analyse financial and market data and draw meaningful investment conclusions.
• Strong proficiency in Microsoft Excel and PowerPoint.
• Experience using Python, VBA, Power BI or other analytical automation tools to enhance investment processes would be advantageous.
• Progress towards the CFA Programme (Level II completed or actively pursuing) would be advantageous, with an expectation to work towards completion of the qualification

Business Expertise:

• Possesses a solid understanding of the team's role within the Asia Investment Division and how portfolio management and fund research contribute to client outcomes and business success.
• Maintains awareness of industry trends, financial markets, investment managers, regulatory developments and competitor offerings, using this knowledge to support investment analysis, portfolio reviews and process improvements.
• Builds effective working relationships with internal and external stakeholders and applies commercial awareness to deliver value to clients and the business.

Problem Solving:

• Ability to independently formulate and defend investment recommendations based on detailed fund, manager and market analysis.
• Ability to evaluate conflicting quantitative and qualitative evidence and arrive at balanced investment conclusions.
• Ability to influence investment decisions through clear, well-supported recommendations.
• Ability to influence stakeholders using evidence-based analysis
• Ability to balance investment considerations, regulatory requirements and commercial objectives when making recommendations.

Nature and Scope of Impact:

• Recommendations produced by the role influence fund selection decisions, investment governance outcomes and the ongoing evolution of the AME investment proposition. The quality of research, analysis and recommendations produced directly supports portfolio construction, investment governance, client outcomes and growth of assets under management.
• The role acts as a recognised investment specialist, exercising independent judgement and providing technical expertise to colleagues, governance forums and partners and contributes to the development of less experienced colleagues.

Interpersonal Skills:

• Strong interpersonal, communication and presentation skills to facilitate collaboration among diverse teams.
• Confidence and proficiency in communicating clearly and effectively with various stakeholders (internal and external) on a daily basis keeping in mind the complexities of certain information and the influence the exchange will have on the receiving party.