Responsible for working closely with and advising some large corporate pension funds and sovereign wealth funds clients across Asia on asset allocation, portfolio construction and implementation while providing other services like OCIO, investment performance monitoring, and manager selection, assisting clients in resolving various operational issues and investment management activities. Targeting at improving investment outcomes and facilitating decision making processes, I conducted manager selection and investment performance monitoring that focus on risk, performance and style bias from the total portfolio perspective while taking an active role in identifying, monitoring, and managing risk in the portfolio including liquidity and currency risks.
Researched and analyzed quantitatively investment and performance data using Excel, Bloomberg and other asset class assumption models while frequently researched on managers and market trends/activities. These are then used to recommend and advise clients on managers selection, changes and impact on their portfolio.
Served as a frequent contact point and established professional relationships with external clients and managers, thus facilitating communication and yielding clients’ satisfactions.
Familiarity with investment processes as well as a broad range of investment products and instruments.
Asset class covered: Equities, fixed income, alternatives.
Compiled the distribution newsletter and playbook of best practices, performed sales driver analysis and organized the annual international conference which leads to the strengthening of efficient communication between the regional office and the countries.
Understood the daily operation of both agency and bancassurance channels. Gained a broader understanding of key enablers and sales initiatives of an insurance company as well as cross-border leadership experience and analytical skills.