Seeking a high calibre candidate with minimum of 8 years of highly relevant investment analytics and/or asset allocation experiences, preferably in the ‘buy-side’ institutions such as mutual fund, pension fund, insurance company, to lead my client’s Portfolio Analysis team and reports to Head of Investment Strategy.
1)Providing substantive analytics on asset classes (e.g. equity, fixed income, alternatives, etc.) and developing views on the attractiveness / opportunity of various asset classes; and making recommendations on Tactical Asset Allocation decisions.
2)Driving the asset allocation process and investment mandates by conducting in-depth analysis on key indicators on asset classes, and balancing the key considerations such as risk-return trade-off, Income’s risk tolerance, business profiles, etc.
3)Working closely with the external portfolio managers in the implementation of the business’s asset allocation strategies for individual funds.
4)Assisting the asset-liability management (ALM) team in various initiatives, e.g. duration management, hedging, liability-driven investment, etc., and working with relevant departments for implementation.