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Job Description: Major accountabilities Assist in Private Equities and Alternatives asset portfolio management - Assist the Portfolio Manager to manage the HuBS GA Private Equities and Alternatives portfolios in accordance to in-house philosophy, risk appetite and objectives
- Work closely with the Portfolio Manager and the Private Equities team in SLC North America on pipeline and portfolio execution and management
- Study and understand the economic, sector and market trends
- Analyse, construct, select, source and execute funds and transactions
- Carry out due diligence on the security / fund and monitor the sizes and pipeline
- Monitor the performance, risks and compliance of the portfolios; including prepare and present reports to the local IMC and ALCOs
- Achieve the target size and returns according to 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 into the investment processes
- Coordinate or assist in the coordination of 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
- 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 private equities and alternatives
- Maintain relationships with:
- Private equities fund managers globally
- Alternatives asset managers globally
- Sell-side analysts
- Alternatives law firms with Legal Team
Assist in the development of alternatives HNW asset solution and other insurance products - Assist the Portfolio Manager in the design and implementation of HNW Alternatives Asset Solution for HuBS
- Provide investment support on the development and implementation of insurance products (eg, Investment Linked Product, Variable Universal Life etc)
Private equities and alternatives reporting and analytics - Monitor the performance, risks and compliance of the portfolios; including prepare and present reports to the local IMC and ALCOs
- Maintain e-front system with SLC
Ad-hoc - Participate in ad-hoc investment related projects (eg, Project AIM, M&As, special projects etc)
- Work on special initiatives or transactions as required
Preferred skills/knowledge - Has in-depth knowledge and understanding of private equities and alternative investments
- Fund management industry, knowing how to select best fit managers
- Insurance investment management a plus
- Bloomberg
- Other Alternatives data (eg, Preqin)
Qualifications - The minimum education level is a Bachelor's Degree obtained from a recognizable university
- At least 7 years of related working experience in financial industry with experience in leading and managing people
- Other educational or professional qualifications like CFA, CAIA, MBA, Accounting and Actuarial is an advantage although not required
Job Category: Asset Management
Posting End Date: 30/12/2024