Job Description
We are looking for a self-driven and highly motivated individual to join a dynamic investment product team operating in a fast-paced fintech environment, with exposure across fund research, product management, portfolio solutions and business initiatives. Key Responsibilities Fund Research, Reporting & Due Diligence - Conduct research and due diligence on mutual funds and other investment products. - Prepare and review periodic fund review reports, performance reports, factsheets and other investment-related reporting, ensuring accuracy, consistency and quality of analysis. - Perform fund comparisons and peer analysis to support investment recommendations and the selection of funds for Approved Product Lists and High Conviction Lists. - Use Morningstar and other investment research and data platforms to conduct fund screening, peer comparison, performance and portfolio analysis. - Liaise with external fund managers and asset management partners as part of ongoing fund monitoring, due diligence and product reviews. Investment Product & Portfolio Management - Support the review and onboarding of new investment products and product providers, including due diligence, internal approvals, commercial and fee negotiations, documentation and legal agreements. - Support the end-to-end lifecycle management of investment products, including mutual funds, model portfolios and other investment solutions. - Contribute to the management and monitoring of model portfolios, ensuring portfolios remain aligned with their investment objectives and prevailing investment views. - Implement approved changes to model portfolio allocations and coordinate associated updates to portfolio materials, including monthly factsheets and related reporting. - Work closely with internal stakeholders including Compliance, Legal, Distribution, Operations and Marketing to support effective product management and execution. - Ensure investment product activities and documentation are undertaken in accordance with applicable regulatory requirements and internal governance standards. Investment Content & Communication - Contribute to market commentaries, fund updates, investment outlooks and other investment-related content. - Translate investment research and fund analysis into clear and actionable insights for internal stakeholders, advisers and clients. - Support presentations, training sessions and educational programmes relating to investment products and markets. - Support ad-hoc investment research, product and business initiatives as required. Key Requirements Experience - Minimum 5 years of relevant experience in investment management, asset management, wealth management or the financial services industry. - Strong understanding of the mutual funds industry , including fund structures, investment strategies, performance measurement and portfolio characteristics. - Demonstrable experience in fund reporting , including the preparation and/or review of periodic fund reports, factsheets, performance analysis or investment review materials. - Strong analytical skills with the ability to critically assess fund performance, portfolio positioning and investment strategies. - Familiarity with Morningstar , preferably Morningstar Direct, or similar fund research and analytics platforms. - Previous experience in fund research and investment due diligence is preferred. - Experience in investment product onboarding and working with asset managers, investment platforms, banks, financial advisory firms or wealth management businesses would be advantageous.
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