Senior Manager, External Fund Management

A. Key Responsibilities

1. Funds’ Due Diligence:

• 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.

2. 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.

3. 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.

4. 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.

5. 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.

B. 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.