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.
