Manager, Asset & Portfolio Management

Key Responsibilities

Portfolio Management and Investment Strategy Develop and implement investment strategies for assigned mutual funds in line with approved investment objectives and mandates. Make investment and disinvestment decisions within approved limits and delegated authority. Construct and maintain diversified portfolios based on the fund's investment strategy and risk profile.

Monitor portfolio composition, asset allocation, liquidity, concentration, and risk exposures. Review and balance portfolios when necessary based on market conditions, fund objectives, and investment strategy. Ensure that portfolios are managed in accordance with approved investment policies and guidelines. Identify opportunities to enhance portfolio performance and improve risk-adjusted returns.

Portfolio Performance and Risk Management Monitor and evaluate the performance of assigned mutual funds against approved benchmarks and investment objectives. Conduct performance attribution and identify factors contributing to portfolio performance. Monitor portfolio risk, including market, liquidity, concentration, credit, interest rate, and foreign exchange risks, as applicable.

Take appropriate action to manage identified risks within approved parameters. Ensure that portfolios remain within approved investment limits and regulatory requirements. Escalate significant portfolio risks, breaches, and performance concerns to management promptly. Business Development and Fund Growth Support initiatives aimed at increasing assets under management (AUM).

Work with the Sales and Business Development teams to identify opportunities to attract new investors. Provide investment insights and product information to support client acquisition and retention. Contribute to the development and enhancement of mutual fund products and investment solutions. Monitor competitor funds and market offerings to identify opportunities for product improvement.

Fund Operations and Compliance Ensure timely and accurate execution of investment transactions. Work closely with the Research, Finance, Compliance, and other relevant teams to ensure smooth fund administration. Ensure all investment transactions are properly documented and authorized. Monitor compliance with applicable laws, regulations, fund mandates, investment guidelines, and internal policies.

Support the preparation and review of fund valuations, where applicable. Ensure that portfolio records and investment documentation are complete and accurate. Assist with regulatory and statutory reporting requirements. Reporting and Stakeholder Management Prepare regular portfolio performance reports for management and relevant committees.

Present portfolio performance, strategy, risks, and outlook to management and investment committees. Provide relevant investment information to the Sales, Business Development, and Client Relationship teams. Support investor meetings and presentations where required. Respond to investment-related queries from internal and external stakeholders.

Requirements

Qualifications and Experience Bachelor's degree in Finance, Economics, Accounting, Investment Management, Business Administration, or a related discipline. Professional qualification such as CFA, ACCA, CIMA, or other relevant investment/finance qualification is an advantage.

• Investment Advisers License by SEC is required. At least 3–5 years' relevant experience in portfolio management, asset management, investment management, research, treasury, or a related financial services environment. Experience managing mutual funds, collective investment schemes, pension funds, or institutional portfolios will be an advantage. Demonstrable knowledge of investment analysis and portfolio construction. Technical Competencies Strong knowledge of portfolio management and investment principles. Good understanding of mutual funds and collective investment schemes. Strong knowledge of asset allocation, diversification, portfolio construction, and balancing. Strong understanding of fixed income and equity markets. Knowledge of portfolio performance measurement and bench marking. Understanding of investment risk management techniques. Strong financial modelling and quantitative analysis skills. Proficiency in Microsoft Excel and relevant investment/portfolio management systems. Good knowledge of applicable securities and investment management regulations.