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Funds & Mandate Specialist

3 weeks ago

Singapore SEARCH ALLY PTE. LTD. Full time

**Salary**: $11K - $15K

Industry: Banking

**Roles & Responsibilities**
- Support the development and maintenance of the Fund Platform
- Responsible for discretionary investment portfolios
- Contribute to the promotion and distribution of discretionary portfolios and fund products.
- Manage related processes and process enhancement projects

Fund Platform Support
- Actively participate in the funds research, due diligence, process and output that can be implemented and leveraged across the region
- Actively support the shaping of the Specialist List of funds with primary and secondary fund research
- Prepare internal and external client-ready publications, updates and marketing materials
- Assist to manage relationships with major counterparties and key market players
- Be familiar with Focus List of funds and be prepared to promote the distribution of fund products and portfolios to clients
- Work within the Funds team to ensure coverage at all times, directly support / backup Funds group during absences
- Be available for RMs/ICs consultations regarding client queries, recommended lists and sales ideas

Discretionary Portfolio Management Support
- Support the management of Discretionary Funds Mandate including acting as backup for DPM portfolio manager when necessary.

Sales Support
- Work closely with RMs/ICs to assist in client investment proposals to drive product sales
- Foster, whenever possible, the development of the knowledge base within the relationship management team, through dedicated and on-the-job training
- Publish regular investment material for use with clients, including flash output as appropriate
- Respond to ICs / RMs queries on a timely basis

Compliance and Processes
- Ensure full compliance with Bank internal Policies and Procedures, further with all local and cross-border regulatory requirements
- Manage funds & mandate related product programs, policies and vendor due diligence
- Manage product setup and the regular reviews processes
- Be actively involved in ad hoc projects for process/system enhancements

**REQUIREMENTS**:

- 7-12 years of relevant experience
- Technical capabilities in Funds products, including Alternative Funds
- Relevant education, investment experience and proven investment track record in a private client framework
- Relevant experience of working in Asia Pacific
- Excellent communicator, role required to liaise with Chinese stakeholders and document

EA License Number: 18C9289 | Registration Number: R1551292