Client Portfolio Manager
EASTSPRING INVESTMENTS
Eastspring Investments is a leading asset manager in Asia, with approximately US$80bn assets under management. We have operations that span ten markets, with investment teams in eight markets, including our Singapore regional hub. Our Asia-based investment teams manage assets across a broad range of investment strategies for both Asian and non-Asian institutions. With over 19 years of investment experience in Asia, we are the Asia Investment Expert the World Trusts.
CLIENT PORTFOLIO MANAGER TEAM
The individual will be a team member of the Client Portfolio Manager Team reporting to the COO - Investments. The objective of the role is to communicate insight from the investment team to the rest of the world to support profitable growth of assets under management. This role will support the Fixed Income capability. The Fixed Income team currently has funds under management of over USD 18 billion managed by 18 investment professionals headquartered in Singapore. Our clients are based in UK, Continental Europe, US and throughout Asia.
THE ROLE
The individual will be a team member of the Client Portfolio Manager Team supporting the Fixed Income capability. The objective of the role is to communicate insight from the investment team both internally and externally to support profitable growth of assets under management.
- The Client Portfolio Manager Team is the primary communication channel of investment insight between the Fixed Income investment team and external clients.
- The Client Portfolio Manager is embedded in the Fixed Income investment process to ensure the capture and dissemination of unique investment insight. The role will work very closely with Fixed Income fund managers who drive individual fund views and themes for the Asia region. The Client Portfolio Manager will be expected to take these views and present them to clients in a concise, easily understood format.
- The Client Portfolio Manager Team works very closely with both internal and external clients to support profitable growth of AUM.
- Internal clients include institutional sales, retail sales, and regional offices among other. External clients include institutions, wholesalers, private banks, financial advisers among others.
KEY ACCOUNTABILITIES
This is an important role with a number of key responsibilities, including:
- The individual will be responsible for communicating investment insight for Fixed Income funds. They will have intimate knowledge of key aspects for each fund including: fund holdings, fund performance, investment mandate, risk characteristics, fund strategy, performance attribution, competitor analysis, profitability, sales strategy and more.
- The individual will generate and communicate the investment messages for responsible Fixed Income funds, and ensure needs of internal and external clients are met at all times.
- The individual will work closely with respective internal teams to help them prepare fund presentations for clients, consultants, distribution channels, and others.
EXPERIENCE AND BACKGROUND
- The individual must be able to fulfill client needs and provide fund manager support. The ability to work closely with the Fixed Income fund managers is crucial for effective collaboration to ensure consistent and correct investment messages are communicated.
- The candidate should have at least 10 years of experience in the investment industry, with a strong understanding of the fund management business and Asian Fixed Income markets.
- The candidate should be confident in this external client facing role and possess excellent presentation and communication skills.
- The ability to operate in an unstructured environment with initiative and an enthusiastic “can-do” attitude will be a key skills required for the role.
- Strong attention to detail and accuracy, particularly with external client materials is essential.
- Possessing a CFA would be an advantage.
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