AVP Equity Portfolio Management

Purpose

This role is required to manage one or more portfolios of securities with different investment mandates and guidelines. Has discretion to invest in assets and is responsible for investment decisions. Provides market views (including macroeconomic, sector and sub-sectors) and participates in recommendations on asset allocation.
The role will also support engagement with external providers of services and/or products in the investment area. Obtains competitive conditions (e.g. price, terms & conditions) with them by means of negotiation. Monitors the service quality offered by the external providers on an on-going basis.

Key Accountabilities

Portfolio Management: 

• Maximises the performance of one or more smaller and less complex portfolios within investment constraints and guidelines 
• Efficiently executes trades 
• Exercises independence and thoroughness in analysing and conducting due diligence on investments -Analyses market sectors and subsectors to formulate an opinion on their relative performance and makes trading recommendations for the portfolios 
•  Assists in performance attribution analysis to explain differences between portfolio and benchmark return 
• Identifies attractive investment opportunities or trends in various investment strategies as well as undesirable style drift, unexpected performance trends, or other adverse developments 
• Develops action plans and/or redemption strategies for underperforming investments 
• Supports the implementation of SAA and TAA decisions deriving from relevant ALMIC decisions
• Monitors and manages to a given planned investment income and helps to explain difference between planned and actual investment income 
• Supports the process around outsourcing (selection and deselection), while ensuring compliance to processes and regulation for any purchase or engagement with a provider
•  Advises the managers of selection committees to execute their responsibilities, such as providing judgment on providers
• Monitors external providers against investment and business objectives
• Supports product management, reporting and sales functions
• Regularly interacts with external asset managers about products, markets and performance.

Risk Management & Oversight: 

• Monitors and manages performance metrics, cash flows, exposure, capital, risks, leverage and liquidity of the portfolios 
• Monitors and manages portfolio risks and controls, ensuring compliance adherence to internal risk policies, local regulations and mandate-specific requirements 
• Assists in performing effective oversight over the implementation of selected strategies or transactions 
• Contributes to the due diligence process for the selection of external asset managers 

Stakeholder Management: 

• Connects with other market participants (e.g. portfolio managers, analysts) to be aware of latest views and investor sentiment 
•  Proactively seeks information and networks among peers and managers across organizations and departments. Enables flow of information across co-workers and functions 
• Communicates the investment strategy to the department in a clear and effective way 
• Explains investment concepts to stakeholders 
• Provides accurate and timely investment information and insights to stakeholders

People Management Accountabilities: 

• Creates a trusted and enabled environment where each team member can work at their best.
• Coaches, develops and inspires team members to help individuals reach their full potential 
• Coaches and assesses team members in establishing and leading high-performing teams, supporting the teams to reach their full potential. 
• Makes the teams aware of what the team's business purpose is and how they deliver on that purpose. 
• Leads the functional area, makes the teams aware of what they are required to achieve and how they are performing against their objectives. Sets objectives, reviews performance and provides on-going formal and informal feedback.

Additional Job Functions: 

• Answers management requests on the area of expertise
• Participates in meetings with internal and external clients, external asset managers and other third parties 

Business accountabilities: 

• Manages a portfolio to outperform benchmark and / or performance targets ensuring that risk-return profiles adhere to portfolio guidelines and are in line with risk appetite 
• Implements IM's local investment strategy (including changes of strategic and tactical asset allocation) to produce risk-adjusted returns. 
• Remains up to speed with market and regulatory developments, understands implications of developments on portfolio strategies and asset allocation decisions and pro-actively addresses them

Performance Management Accountabilities:

• Demonstrate commitment to corporate values. 
• Take accountability for participating in the performance management cycle. 
• Take action to improve performance on the job. 
•  Assist and support co-workers. 
•  Take action to manage own personal development. 

Required:
•    A bachelor's degree in finance, economics, business administration, or a related field is essential
•    More than 10 years of investment experience in portfolio management 
•    CFA or equivalent qualifications are an advantage.

You are the heart & soul of Zurich! 
 

At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives and constantly asking What can go right? 

We highly value the experience and know-how of our employees and offer a wide range of opportunities across business areas to encourage you to apply for new opportunities within Zurich when you are ready for your next career step. 

Let’s continue to grow together!

• Location(s):  MY - Kuala Lumpur 
• Remote working: No
• Schedule: Full Time
• Recruiter name: Caroline Anne Louis
• Closing date: