Global Funds Analyst

Details of the offer

Locations: Taguig City, National Capital Region (Manila)
Time Type: Full Time
Posted On: Posted 2 Days Ago
Job Requisition ID: JR********
Job Description: The role involves the screening and analysis of offshore fund outlets for use in client portfolios.It includes coverage of macroeconomic and fundamental analysis of geographic regions and sectors.Provide back-up function to Portfolio Manager.Maintain and enhance the internal scoring methodology and scorecards.Conduct regular due diligence on fund issuers and fund vehicles.Accreditation of new investment outlets and annual renewals of existing securities.Provide actionable ideas to the Portfolio Managers.Provide support to client-facing teams in the form of reports or speaking engagements.As needed, act as back-up to the Portfolio Manager.Preferred Skills: Background in macroeconomics and financial analysis.Good communication skills for interactions with external and internal entities.Ability to produce timely and actionable research reports.Ability to present and defend investment thesis.Qualifications: Bachelor's degree in finance or economics, or related management course.Preferably with at least two (2) years' experience in a relevant analytical role.MBA, CFA, or CFA-candidate a plus.Job Category: Asset Management
Posting End Date: 30/03/2025
At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.
We're a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching and locally relevant. There's power in numbers. As part of Sun Life's growing team, you have an impact on people in your community and around the world.
With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we're driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.

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Nominal Salary: To be agreed

Source: Grabsjobs_Co

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