Product Specialist, Managed Investments Advisory & Sales Due Diligence (Senior Assoc / Assoc Director)

  • Competitive
  • Singapore
  • Permanent, Full time
  • Bank of Singapore
  • 20 Aug 17

Product Specialist, Managed Investments Advisory & Sales Due Diligence (Senior Assoc / Assoc Director)

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!

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General Description

The role will have responsibility for developing and maintaining the Bank's masterlist of funds with the objective of identifying best-in-class mutual and hedge funds.

Main Duties

  • Perform due diligence review of funds for inclusion in the recommended fund list according to the Banks' monitoring process
  • Perform on-going review of funds on the recommended list and propose changes to the list of funds when there are better alternatives
  • Generate new fund ideas and ensure product relevance and suitability with Bank's investment views/themes via collaboration with CIO office
  • Actively engage the front office in introducing, educating and explaining funds on the platform
  • Meet with external fund managers to understand the investment process for identification of suitable funds, assessing performance and articulating the value proposition
  • Present the investment case to the Investment Committee for funds to be on-boarded
  • Prepare investment product marketing literature and materials
  • Engage with various business units (legal, compliance, credit and other relevant departments) to launch new products and maintain related regulatory processes
  • Participate in other ad-hoc projects relevant to the activities of the Managed Investment Advisory team


Qualifications
Work Experience Requirements
  • At least 3 years work experience, preferably in the investment management industry
  • Strong interest in investment markets and knowledge of various asset classes
  • Numerate and attention to detail
  • Advanced knowledge of Microsoft office tools (Word, Excel, Powerpoint)
  • Knowledge of Bloomberg, Morningstar and Lipper databases is an advantage
Education Requirements
  • Bachelor's degree
  • Holder of or candidacy for relevant professional qualifications (e.g. CFA, CAIA) advantageous
Reporting To
Team Lead, IAS Managed Investments Advisory & Sales, Due Diligence