Senior Manager, Equities and Alternatives

Job Description:

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).