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Job Description:

Responsible for assisting the Asia Head of Fixed Income on investment strategies, portfolio management, tactical positioning, risk/return analytics and reporting. The candidate should have experience investing in or constructing bond portfolios. Support the Asia Head of Fixed Income and other stakeholders establish and develop an asset management platform to manage both internal insurance General Accounts (GA) and external institutional investor assets. This involves working with internal stakeholders and external service providers to establish and maintain a regional process and framework delivering returns in line with client expectations.

Abilities

Preferred skills / Compétences particulières

• Strong capability to communicate value propositions, negotiate with stakeholders, and execute on deliverables to both internal Business Units and advisors/clients. Deep understanding of asset management and insurance investments is essential.
• Assist with management of bonds portfolios for both General Accounts and non-GA with performance measures and portfolio analytics to deliver higher total returns and generate alpha for clients.
• Advise General Accounts on strategic and tactical investment strategies with considerations of asset/liability management, risk management, and other equirements
• Deep passion for bonds investments and trading, with a comprehensive understanding of capital markets and inherent risks to portfolio managemen
  
  

Knowledge

• Economics, Capital markets
• Asset management
• Asset and liability management
• Tactical and Strategic Asset Allocation
• Portfolio management
• Internal control, investment compliance, auditing
• Insurance products
  
  

Core Soft/Transferable Competencies Required

• Responsible and reliable, self-motivated, open communicator, problem solver
• Works well under pressure
• Good communication to stakeholders
• Focus on results and execution
  
  

Problem Solving

Problem solving skills are essential as sustainable best practices, processes and frameworks are critical to ensure the consistency of portfolio performance. Fixed Income markets are dynamic with a need to understand how current portfolio positioning (strategic and tactical) may be impacted by changes in macro and market factors. This must be articulated at the Asia Bond Committee (ABC) as well as each local investment committee (IC) for internal stakeholders to approval/endorse.

Qualifications

• University degree in Business/Economics/Finance
• 10+ years of investment experience including asset management and insurance investment
• Strong understanding of insurance tactical asset allocation strategies with experience interacting with Business Group liability teams and corporate functions
  
  

Responsibilities

Investment Strategy and Portfolio Management

• Develop and document investment processes for Asian bonds strategies for internal Sun Life and external clients, combining top-down fundamental macro and bottom-up credit selection frameworks
• Assist Asian fixed income portfolio managers with portfolio construction, screening and risk management tools & techniques to ensure portfolio performance exceed benchmarks / rank consistently in top peer quartiles
• Help expand existing portfolio strategies and fund range, and propose new investment solutions based on client needs and market intelligence to support fixed income AuM growth
• Assist with monthly commentary on bond strategies and positioning to clients
  
  

Research and Analytics

• Work with the Analytics team to produce, analyse and draw investment recommendations from new regional “Bond Portfolio Performance and Risk reports”
• Help develop multi-factor quantitative models and screens to identify trends, best ideas and risk signals across Asian bond markets, in both local currency and dollar-denominated markets
• Monitor macro-economic trends, cycles and styles across Asian markets to identify relative value and revisions and propose changes to portfolio structure
• Collaborate with the Equity Portfolio Strategists to integrate new factors including ESG scores and unstructured data to improve allocation decisions across markets, industries, and single names
• Collaborate with regional research analysts across Asia for best ideas and monitor model portfolios from local teams to track against benchmarks
  
  

Internal Governance and Controls

• Help design and implement a new regional “Asian Bond Committee” (ABC) as a forum for Sun Life’s Asian bond investors (inc. portfolio managers, CIOs) to discuss Asian fixed income markets, investment decisions and performance, and product opportunities
• Establish regional operating guideline (OG) suitable for GA and non-GA fixed income portfolios across Asian markets/BUs
• Propose changes to investment policies and guidelines to ensure investment compliance to risk limits, and establish suitable structures for each BU (IMAs, Segregated Mandates or Fund agreements)
• Understand local internal restrictions (risk policy, PPP, and documentation), local external regulations, and risk/performance metrics for clients
  
  

Job Category:

Asset Management

Posting End Date:

13/03/2025

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