Fund Manager

Responsibilities:

 Direct Client Investment Activities

• Responsible for Macro-economic research of main economies, monitoring investment market movement, transaction and conduct timely critical analysis on global aspects.
• Directing client investment activities for stocks, bonds, and securities within a particular fund.
• Conducting timely critical analysis to determine which securities provide the greatest return on investment and mitigate client risk. 

Provide Investment Advice

• Basing on investment objectives and performance, to identify investment opportunities such as stocks, bonds, portfolios, or other securities / assets and providing strategic asset allocation suggestions to Clients to maximize investment returns.
• Providing investment and financial management advice to clients and other financial professionals.
• Developing reports for potential clients and identifying clients and companies who may make good fits as clients. 

Monitor Fund Performance

• Timely monitor the performance of the funds that they manage.
• Conduct weekly meetings if required to assess fund performance and identify shortcomings, developing strategies to offset losses and drive profitability. 

Complete Financial Transactions

• Review & sign-off of NAV calculations, financial statements, and associate reports
• Completing financial transactions on behalf of their clients and the funds they manage.
• Weighing the risks and benefits of each transaction, determining whether they fit into the fund’s strategies and deliver value to clients.
• Maintain Portfolio Records
• Maintain records and documentation related to investments and transactions.
• Develop weekly (if required), quarterly, or annual reports on fund performance, along with reports of their activities related to managing the fund.
• Preparing documents related to their funds to distribute to clients.

 Ensure Adherence to Financial Regulations

• Ensure all investment activities adhere to financial industry regulations, conducting audits to prevent fraud and mitigate the risk unnecessarily for Clients.
• Submit documents and reports to oversight bodies or appear before regulators to explain decisions they make regarding fund management.
• Any other duties as and where required by the Management.

Requirements:

• Candidate must possess at least Bachelor’s Degree/Post Graduate Diploma/Professional Degree in Financing / Banking or equivalent or with CFA/CAIA.
• Min 3 -5 years of solid investment research and appointed as representative to conduct regulated financial activities.
• Customer oriented service skills and attitude since this position need to work closely with clients to understand their goals and make financial decisions that support both long- and short-term investment objectives.
• Strong knowledge and thoroughly understand MAS regulations and procedures to ensure legal and sound decisions for the Clients.
• Good written skills in crafting and editing financial documents such as disclosures and reports.
• Fluency in English and Mandarin is preferred.

Interested candidates may send their CV to Jaslyn (Reg No: R2091242 ) at anc3@anchorsearchgroup.com quoting the job title in the Subject line. We regret that only shortlisted candidates will be notified.