(Investment & ALM) Job Description Page 1 of 3 Job Title Investment Officer Written By (Signature and Date) Reports To Investment Manager Incumbent (S...
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(Investment & ALM) Job Description Job Title
Investment Officer
Written By (Signature and Date)
Reports To
Investment Manager
Incumbent (Signature and Date)
Division/Department
Finance/Investment & ALM
Approved By (Signature and Date)
Job Reference
--
Approved By (Signature and Date)
Level
10
Job Purpose
Ensure effective project management of various Unit-Linked initiatives, robust investment research and reporting, effective governance of fund managers, implementation of new fund launches, and maintaining good relationships with counterparties and other stakeholders.
Critical Accountabilities Key Result Areas
1. Support to the management of the Unit-Linked business
Major Activities
Output
Challenges and Risks
2.
Development and improvement of Unit-Linked funds
3. Provide macro and asset class research and investment views
Assist Investment Managers and CIO in developing key initiatives for the UL business Monitor fund performance and compliance to investment guidelines; institutes appropriate long term return and risk measures Update the investment policies of unit linked funds, including benchmark changes and investment universe adjustments Assist in managing the internal unit linked fund Provide technical support in creating a holistic investible fund universe Establish and implement fund strategies Collaborate with Investment Team in developing robust platforms for creating suitable client portfolios Develop, maintain, and improve reporting database for UL funds Provide views on asset classes and investment strategies Collaborate with the rest of the Investment Team in identifying areas of opportunities in current market conditions
Completion of identified UL-related projects Updates to Investment Policies of Unit Linked Funds
Launch of new funds Development of portfolio fund allocation engine Accurate and automated reporting capabilities for regular and ad hoc requirements
Published periodic market updates (local and global) Contribution to Quarterly EAC Dialogue with Group
Prioritization and effective project management Consistently updating knowledge of the latest investment strategies Stakeholder management given multiple parties involved Maintaining a good working relationship with fund managers that involves analysis of performance and recommendations for improvement
Creating new content on a regular basis Explaining complex ideas in simple terms
Page 1 of 3
(Investment & ALM) Job Description 4. Support to Distribution, Retail Proposition, and other internal stakeholders
Create and present regular market and fund updates to distributors and clients Create effective training material to explain investment concepts Collaborates with Marketing to develop marketing materials and strategies for unit linked funds
Distribution presentations on fund strategy, fund performance, and market updates on a regular basis Collaboration with Marketing and Distribution to communicate prudent selling strategies and investment updates to distributors Create compelling narratives and balanced market research for internal and external stakeholders
Key Decisions/Dimensions Decisions
Quantifiable Data Related to Job
Creating and updating appropriate investment strategies Providing effective governance of external fund managers Consistently delivering quality market and investment updates for distributors and clients Creating an overall unit linked fund strategy with a steady pipeline of fund strategies
Impact of distributor presentations on additional sales volume, longer client persistency Implementation of key UL projects Number of funds launched and related AUM
Skills and Knowledge Educational Qualifications
Relevant Experience
Bachelor’s degree in Finance, Economics, Business Management/Accounting, Business Administration; can consider other degrees if there are accompanying certifications and relevant work experience Certifications like PSE Securities Specialist, TOAP’s TIFP, CFA, FRM, and Ateneo-BAP’s TCP are an advantage
At least 2 years of work experience as an Investment/Credit Analyst, Credit or Corporate Banking or Broker/dealer in a financial institution (bank or a brokerage company) or Research Analyst in an Asset Management company or Trader working in the following roles: equities, fixed income, currencies or derivatives
Personal Characteristics/Behaviors
Other Requirements
Keen on details and process-oriented thinking Excellent verbal and written communication skills Passion for continuous learning Visually creative Effective project management skills
Skilled at MS Excel Programming skills (VBA or Python) an advantage
