FIND YOUR BETTER AT AIA
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About the Role
To oversee Equity Fund Management Team
The Position is responsible for:
- Management of assigned equity portfolios to ensure attainment of prescribed targets and adherence to constraints.
- Ensure the team's timely delivery of equity research output and research- related administrative requirements
- Provide timely and relevant macro-fundamental recommendations to guide portfolio strategies
- Ensure the entire Equity Team's adherence to all AIA Governance and Local Regulatory standards by Maintaining and updating procedures related to the Equities Function as may be required by the AIA Investment Governance Framework (IGF) and the Bangko Sentral ng Pilipinas (BSP) Manual of Regulations for Non-Bank Financial Institutions (MORNBFI) Delivering ad-hoc regulatory requirements and Monitor and enforce team adherence to policies and procedures
- Support business building activities of AIAIMPH by Assisting in agency training and client presentations and Providing inputs to product development projects
Roles and Responsibilities:
- Attain investment performance targets in line with annual goal setting exercises and business score metrics
- Provide investment recommendations, investment performance, and management reports
- Oversee activities of portfolio managers and research analysts to ensure: Appropriate and timely delivery of BAUs and ad-hoc commitments, Execution of portfolio strategies within prescribed parameters, and Ensure the entire equity team's adherence to internal policies and procedures as well as regulatory requirements
- Assist business building by: Conducting training and investment updates to agents and policyholders, and Assisting on customer-related projects
- Perform other responsibilities and duties periodically assigned by the CEO to meet operational and/or other requirements
Requirements
- Post-graduate degree in Management, Finance, Economics, Mathematics or related-fields an advantage
- At least 10 years as an Equity Fund Manager under a reputable institution / corporation and having positive attributable track record of fund performance.
- Finance and / or Research certification i.e. CFA is preferred.
- Computer and other Investment Information Vendor proficiency i.e., Bloomberg, Technistock is preferred
- Excellent communication skills
