Investment & Portfolio Analyst – Deputy VP

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. 

Main Responsibility:

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.