Senior Manager, Equities Strategist

4 months ago

Hong Kong, Hong Kong SAR China Sun Life Financial Inc. Full time
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.

Job Description:

Job description

Public Equities Portfolio management
  • Manage the HuBS General Account Public Equities portfolios in accordance to in-house philosophy, risk appetite, benchmarks and objectives
  • Study and understand the economic, sector and market trends
  • Work with the Regional Equities Team to:
    • construct local market scorecards and manage public equities portfolios
    • proposed tactical tilts against an established benchmark agreed with the ALM team
    • execute on team decisions on exposures (OW/UW), geographic calls and thematic positions, subject to local constraints and requirements
  • Prepare, update and maintain equities geography scorecards on a monthly basis
  • Analyse, construct, select, source and execute funds and transactions
  • Carry out due diligence on the security / fund and monitor the sizes and pipeline
  • Achieve the targets in accordance with the Investment Plan with risk limits and portfolio constraints
  • Liaise with the Insurance Portfolio Management Team to ensure funding availability and pre-trade compliance
  • Integrate ESG and screening into our future investment processes
  • Work with the insurance functions including ALM, Finance, Actuarial, Risk & Compliance to diversify the portfolio and onboard new asset classes


Assist in the management of affiliate or external public equities asset manager
  • Work closely with the Regional Office Equities team to manage the affiliate / external party
  • Carry out onboarding activities with the external asset manager
  • Manage onboarding activities within Sun Life across the local business units, and Corporate
  • Manage in accordance with Sun Life's Third Party Risk Management Policy
  • Manage the monitoring process with Sun Life's IIC (International Investment Consulting)


Public equities reporting and analytics
  • Monitor the performance, risks and compliance of the portfolios; including prepare and present reports to the local IMC and ALCOs
  • Participate in the monthly Asia Equities Committee meetings, weekly equity huddles and bi-weekly allocation discussions


Ad-hoc
  • Work on special initiatives or transactions as required, including Project AIM


Preferred skills
  • Has in-depth knowledge and understanding of global public equities investments and allocations
  • Insurance investment management a plus
  • Bloomberg or FactSet


Qualifications
  • The minimum education level is a Bachelor's Degree obtained from a recognizable university. An MBA or equivalent is an advantage
  • Other educational or professional qualifications like CFA, CAIA, MBA, Accounting and Actuarial is an advantage although not required.
  • At least 7 years working experience in related fields.


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:
Asset Management

Posting End Date:
29/09/2024

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