Assistant Vice President, Product

<p style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background-image:none;background-position:0% 0%;background-size:auto;background-repeat:repeat;background-attachment:scroll;line-height:1.42857;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><span style="font-family:Arial;font-size:18px;">We are looking for a self-driven and highly motivated individual to join a dynamic investment product team operating in a fast-paced fintech environment, with exposure across fund research, product management, portfolio solutions and business initiatives.</span></p><p style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background-image:none;background-position:0% 0%;background-size:auto;background-repeat:repeat;background-attachment:scroll;line-height:1.42857;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><br /></p><p style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background-image:none;background-position:0% 0%;background-size:auto;background-repeat:repeat;background-attachment:scroll;line-height:1.42857;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><span style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;font-weight:600;font-family:Arial;font-size:18px;">Key Responsibilities</span></p><p style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background-image:none;background-position:0% 0%;background-size:auto;background-repeat:repeat;background-attachment:scroll;line-height:1.42857;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><span style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;font-weight:600;font-family:Arial;font-size:18px;">Fund Research, Reporting & Due Diligence</span></p><ul style="margin:0px 0px 0px 16px;padding:0px 0px 0px 18px;border:0px;vertical-align:baseline;background-image:none;background-position:0% 0%;background-size:auto;background-repeat:repeat;background-attachment:scroll;font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;line-height:1.42857;color:rgba(0,0,0,0.9);"><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Conduct research and due diligence on mutual funds and other investment products.</span></li><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Prepare and review periodic fund review reports, performance reports, factsheets and other investment-related reporting, ensuring accuracy, consistency and quality of analysis.</span></li><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Perform fund comparisons and peer analysis to support investment recommendations and the selection of funds for Approved Product Lists and High Conviction Lists.</span></li><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Use Morningstar and other investment research and data platforms to conduct fund screening, peer comparison, performance and portfolio analysis.</span></li><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Liaise with external fund managers and asset management partners as part of ongoing fund monitoring, due diligence and product reviews.</span></li></ul><p style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background-image:none;background-position:0% 0%;background-size:auto;background-repeat:repeat;background-attachment:scroll;line-height:1.42857;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><br /></p><p style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background-image:none;background-position:0% 0%;background-size:auto;background-repeat:repeat;background-attachment:scroll;line-height:1.42857;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><span style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;font-weight:600;font-family:Arial;font-size:18px;">Investment Product & Portfolio Management</span></p><ul style="margin:0px 0px 0px 16px;padding:0px 0px 0px 18px;border:0px;vertical-align:baseline;background-image:none;background-position:0% 0%;background-size:auto;background-repeat:repeat;background-attachment:scroll;font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;line-height:1.42857;color:rgba(0,0,0,0.9);"><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Support the review and onboarding of new investment products and product providers, including due diligence, internal approvals, commercial and fee negotiations, documentation and legal agreements.</span></li><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Support the end-to-end lifecycle management of investment products, including mutual funds, model portfolios and other investment solutions.</span></li><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Contribute to the management and monitoring of model portfolios, ensuring portfolios remain aligned with their investment objectives and prevailing investment views.</span></li><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Implement approved changes to model portfolio allocations and coordinate associated updates to portfolio materials, including monthly factsheets and related reporting.</span></li><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Work closely with internal stakeholders including Compliance, Legal, Distribution, Operations and Marketing to support effective product management and execution.</span></li><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Ensure investment product activities and documentation are undertaken in accordance with applicable regulatory requirements and internal governance standards.</span></li></ul><p style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background-image:none;background-position:0% 0%;background-size:auto;background-repeat:repeat;background-attachment:scroll;line-height:1.42857;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><br /></p><p style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background-image:none;background-position:0% 0%;background-size:auto;background-repeat:repeat;background-attachment:scroll;line-height:1.42857;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><span style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;font-weight:600;font-family:Arial;font-size:18px;">Investment Content & Communication</span></p><ul style="margin:0px 0px 0px 16px;padding:0px 0px 0px 18px;border:0px;vertical-align:baseline;background-image:none;background-position:0% 0%;background-size:auto;background-repeat:repeat;background-attachment:scroll;font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;line-height:1.42857;color:rgba(0,0,0,0.9);"><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Contribute to market commentaries, fund updates, investment outlooks and other investment-related content.</span></li><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Translate investment research and fund analysis into clear and actionable insights for internal stakeholders, advisers and clients.</span></li><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Support presentations, training sessions and educational programmes relating to investment products and markets.</span></li><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Support ad-hoc investment research, product and business initiatives as required.</span></li></ul><p style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background-image:none;background-position:0% 0%;background-size:auto;background-repeat:repeat;background-attachment:scroll;line-height:1.42857;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><br /></p><p style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background-image:none;background-position:0% 0%;background-size:auto;background-repeat:repeat;background-attachment:scroll;line-height:1.42857;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><span style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;font-weight:600;font-family:Arial;font-size:18px;">Key Requirements</span></p><p style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background-image:none;background-position:0% 0%;background-size:auto;background-repeat:repeat;background-attachment:scroll;line-height:1.42857;color:rgba(0,0,0,0.9);font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;"><span style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;font-weight:600;font-family:Arial;font-size:18px;">Experience</span></p><ul style="margin:0px 0px 0px 16px;padding:0px 0px 0px 18px;border:0px;vertical-align:baseline;background-image:none;background-position:0% 0%;background-size:auto;background-repeat:repeat;background-attachment:scroll;font-family:'-apple-system', 'system-ui', BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', 'Fira Sans', Ubuntu, Oxygen, 'Oxygen Sans', Cantarell, 'Droid Sans', 'Apple Color Emoji', 'Segoe UI Emoji', 'Segoe UI Emoji', 'Segoe UI Symbol', 'Lucida Grande', Helvetica, Arial, sans-serif;line-height:1.42857;color:rgba(0,0,0,0.9);"><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Minimum </span><span style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;font-weight:600;font-family:Arial;font-size:18px;">5 years of relevant experience</span><span style="font-family:Arial;font-size:18px;"> in investment management, asset management, wealth management or the financial services industry.</span></li><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Strong understanding of the </span><span style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;font-weight:600;font-family:Arial;font-size:18px;">mutual funds industry</span><span style="font-family:Arial;font-size:18px;">, including fund structures, investment strategies, performance measurement and portfolio characteristics.</span></li><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Demonstrable experience in </span><span style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;font-weight:600;font-family:Arial;font-size:18px;">fund reporting</span><span style="font-family:Arial;font-size:18px;">, including the preparation and/or review of periodic fund reports, factsheets, performance analysis or investment review materials.</span></li><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Strong analytical skills with the ability to critically assess fund performance, portfolio positioning and investment strategies.</span></li><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Familiarity with </span><span style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;font-weight:600;font-family:Arial;font-size:18px;">Morningstar</span><span style="font-family:Arial;font-size:18px;">, preferably Morningstar Direct, or similar fund research and analytics platforms.</span></li><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Previous experience in </span><span style="margin:0px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;font-weight:600;font-family:Arial;font-size:18px;">fund research and investment due diligence</span><span style="font-family:Arial;font-size:18px;"> is preferred.</span></li><li style="margin:0px 0px 0px 16px;padding:0px;border:0px;vertical-align:baseline;background:rgba(0,0,0,0) none repeat scroll 0% 0%;line-height:1.42857;"><span style="font-family:Arial;font-size:18px;">Experience in investment product onboarding and working with asset managers, investment platforms, banks, financial advisory firms or wealth management businesses would be advantageous.</span></li></ul>