Manager
CurrentAsset Allocation Division, Fund of Funds Team (July 2012 – Current)- Serve as primary day-to-day contact for client-relationship activities responding to daily ad-hoc enquiries and producing regular ongoing reports on markets and portfolios- Engaged in the overall process of selection and maintenance of mandates for top-tier institutions in various asset classes: Global equities mandate with 5 sub-managers worth $1 bnGlobal fixed income mandate worth $400 mnInsurance-linked… Show more Asset Allocation Division, Fund of Funds Team (July 2012 – Current)- Serve as primary day-to-day contact for client-relationship activities responding to daily ad-hoc enquiries and producing regular ongoing reports on markets and portfolios- Engaged in the overall process of selection and maintenance of mandates for top-tier institutions in various asset classes: Global equities mandate with 5 sub-managers worth $1 bnGlobal fixed income mandate worth $400 mnInsurance-linked securities (ILS) mandate worth $200 mnFund of hedge fund mandate selecting 2 sub-advisors totaling $200 mn- Met with clients on monthly/quarterly basis to report on fund performance and for market reviews- Engaged in asset allocation and fund selection process for both retail and discretionary funds - Work closely with both institutional clients (sovereign wealth funds, large pensions, insurance companies, etc.) and sub-advisors on a daily basis- Provide advisory service to institutional clients regarding fund and asset selection - Experience in investment and management of both offshore and onshore funds- Prepare monthly/quarterly/yearly fund reports, market commentaries and various other client enquiries on a regular basisInternational Marketing Division, International Sales Team (May 2011 – July 2012)- Handled client queries on strategy and account related issues- Prepared and updated pitch books and presentation material for fund raising purposes- Completed and worked on RFP/RFIs with other business functions for prospect clients- Worked closely with overseas offices to ensure the deliverables and clients’ enquiries are addressed- Arranged and coordinated client portfolio review meetings to review assigned portfolios, investment guidelines, portfolio objectives and investment process Show less
