Syifaa Oktaviana Email & Phone Number

Wonosobo, Id

Partner with CIO and senior leadership to execute strategic objectives and drive growth.Develop data strategy, technology initiatives, project management and goals on behalf of investors to drive cross-departmental alignment and improve efficiency and scale.Lead strategic objectives to enhance capabilities, drive innovation, automate processes and meet client needs.Asset classes include public and private fixed income, equities and multi-asset, across investment vehicles and distribution channels.

Lead TFP implementation, assessment of TFP regulatory requirements, TFP reporting and monitoring in the investment processCreate and maintain strategic business and investment plans for the Fixed Income platform across private and public credit asset classes by leading changes in technology, data, people, products and P&L oversight of business lines.

Provides robust asset allocation strategies and fund selection to insurance companies, 401(k) providers, broker/dealers, and mutual fund companies.Focuses on fiduciary partnership services, manager due diligence, retirement income product allocation guidance, and risk-based and target-date asset allocation models.Covers stable value, equity, and fixed income strategies (mutual funds, ETFs, and CITs).

Developed strategic product roadmap for $2.5 billion domestic equity product.Grow assets under management, develop sales/distribution strategic agenda, and develop implementation strategy for product solutions/product development.Monitored competitive environment for product positioning by analyzing industry processes, performance, competitor products, and conducting in-depth quantitative and qualitative portfolio analysis.Acted as liaison between investment team, sales, and end clients.

Actively lead and implement TIA's $24 billion brand platform to provide sales and clients with insights into the municipal fixed income market and provided investment strategies.Enhance awareness and understanding of investment opportunities, product offerings, and investment capabilities to improve competitive positioning and asset growth.

Serves as a liaison between sub-advisors and HMC's institutional clients ($80 billion in stable value) through due diligence, portfolio analysis, and identification of areas of focus.Negotiates investment policy statements with third-party managers on behalf of clients.Evaluates potential investment managers through on-site due diligence and makes final recommendations to the Investment Management Review Committee.The products offered by these business lines support the funding of pension plans, 401(k) plans, executive deferred compensation plans, and other post-retirement benefit plans.

Build trusted relationships with high net worth clients and advisors by providing customized portfolio solutions.Select and monitor $4 billion in wealth management platforms (U.S., non-U.S. equities, fixed income, global tactical asset allocation, hedge funds/funds of funds, and private equity strategies) for high net worth and institutional clients.Conduct onsite due diligence meetings.

Education record

Bachelor Of Arts, Business/Managerial Economics