05 Aug
|
Sun Life Financial
|
Mumbai
05 Aug
Sun Life Financial
Mumbai
Senior Portfolio Manager
Experience: Not Available to Not Available years
Location: Hunghom, Kowloon, Hong Kong
Skills: asset management, investment processes, fund manager screening, due diligence, strategic asset allocation, tactical asset allocation, macro research, multi-asset classes, investment model development, ETF dealing, mutual funds, performance analysis, reporting, communication skills, interpersonal skills, relationship building, team player, financial market knowledge, regulatory compliance, MPF market knowledge, sector allocation, style analysis, CFA charter holder
Job Description
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Perform asset management function abide by the SFC and the MPFA regulations.
Regularly review and enhance investment processes for the sake of robustness and effectiveness. Perform all aspects of fund/fund manager screening, due diligence, selection, monitoring, evaluation as well as formulating strategic and tactical asset allocation. In-depth research on macro and multi-asset classes. Optimize investment process by developing proprietary investment model and leverage on third parties’ investment tools. Dealing of ETF and underlying mutual funds. Jointly accountable for making tactical allocation to underlying funds/fund managers to deliver results in meeting performance targets.
Support AMC’s business initiatives including product design and launch, and manage external manager relationship. Assist to provide regular performance analysis, report, review, and commentary for the publication of fund factsheets, brochures and other marketing materials for existing clients and prospects.
Preferred skills
Solid financial background with positive understanding of the global financial market, and the ability to think laterally across multi-asset classes and industry sectors. Strong understanding of asset management strategies and regulatory compliance. Knowledge of MPF market and products, competition and the relevant regulatory framework. Excellent communication and interpersonal skills, with the ability to build relationships with key stakeholders. Valuable team player, positive attitude, ability to think out-of-the-box. High professional integrity. Strong client-first mindset with a relentless focus on delivery of fund performance.
Qualifications
University graduate in Investment, Finance, Economics or similar discipline Over 15 years’ work experience in portfolio management, multi-asset allocation or related fields Solid experience in managing developed market (US, Europe, Japan and DM Asia) equities, and intensive knowledge in sector allocation and style analysis on global equity market. CFA charter holder and/or other relevant professional qualifications a plus.
We offer
5-day work, attractive salary, MPF and excellent career development opportunities to the right candidate. We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).
Job Category: Investments
Posting End Date: 29/06/2026
📌 Senior Portfolio Manager (Mumbai)
🏢 Sun Life Financial
📍 Mumbai