The Job:
1. Manage Public Equities and Alternatives asset portfolio for HuBS
Manage the portfolios in accordance to in-house philosophy, risk appetite and objectives
Analyse, construct, select, source and execute ETFs, funds, mandates and transactions
Carry out due diligence on the security instruments and monitor the sizes and pipeline
Study and understand the economic, sector and market trends
Monitor the performance, risks and compliance of the portfolios
Achieve the target size and returns according to the Investment Plan with risk limits and portfolio constraints
Liaise with the Portfolio Management Team to ensure funding availability and pre-trade compliance
Onboard and implement new alternatives framework for Bermuda and Singapore
Integrate ESG into the investment processes
Work with the insurance functions including ALM, Finance, Actuarial, Risk & Compliance to diversify the portfolio and onboard new asset classes
Act as a conduit between HuBS, Regional Office and SLC for public equities and alternatives
Maintain relationships with External ETF providers, Alternatives asset managers globally, and Sell-side analysts
Public Equities
Work with Regional Office Equities Team, who is responsible for establishing benchmark with ALM team. The Regional Office Team will also provide strategist decision on exposures (OW/UW), geographic calls, thematic positions. Ensure these are consistent with local BU constraints and requirements
Alternatives
Coordinate the end-to-end new deal implementation process (recommend manager/fund selection, liaise with key stakeholders to sign off the proposed transactions, onboarding process)
Work closely with Legal team and external lawyers to execute transactions
Maintain relationships with alternatives law firms with Legal Team
2. Alternatives HNW asset solution
Design and implement HNW Alternatives Asset Solution for HuBS
3. Participate in ad-hoc investment related projects (eg, M&As, special projects etc)
Work on special initiatives or transactions
The requirement:
Bachelor’s Degree from a recognizable university
At least 7 years of related working experience in financial industry with experience in leading and managing people
MBA, other educational or professional qualifications like CFA, CAIA, MBA, Accounting and Actuarial is an advantage
Has in-depth knowledge and understanding of public equities and alternative investments
Fund management industry, knowing how to select best fit managers
Insurance investment management a plus
Familiar in using Bloomberg and other Alternatives data (eg, Preqin)
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).
Sun Life Financial is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life Financial has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of December 31, 2018, Sun Life Financial had total assets under management of CDN $951 billion. For more information please visit www.sunlife.com.
Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.