Investment Portfolio Specialist

4 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Zurich Australian Insurance Ltd. Full time

Role Overview

We are seeking a skilled investment professional to fill the position of AVP Equity Portfolio Management. The successful candidate will be responsible for managing one or more portfolios of securities with different investment mandates and guidelines.

As a key member of our investment team, you will have discretion to invest in assets and be responsible for investment decisions. Your expertise will help provide market views (including macroeconomic, sector and sub-sectors) and participate in recommendations on asset allocation.

The role will also involve supporting engagement with external providers of services and/or products in the investment area. You will obtain competitive conditions (e.g. price, terms & conditions) with them by means of negotiation and monitor the service quality offered by the external providers on an ongoing basis.

Key Responsibilities
  • Maximise the performance of one or more smaller and less complex portfolios within investment constraints and guidelines.
  • Efficiently execute trades.
  • Exercise independence and thoroughness in analysing and conducting due diligence on investments. Analyse market sectors and subsectors to formulate an opinion on their relative performance and make trading recommendations for the portfolios.
  • Assist in performance attribution analysis to explain differences between portfolio and benchmark return.
  • Identify attractive investment opportunities or trends in various investment strategies as well as undesirable style drift, unexpected performance trends, or other adverse developments.
  • Develop action plans and/or redemption strategies for underperforming investments.
  • Support the implementation of SAA and TAA decisions deriving from relevant ALMIC decisions.
  • Monitor and manage to a given planned investment income and help to explain difference between planned and actual investment income.
  • Support the process around outsourcing (selection and deselection), while ensuring compliance to processes and regulation for any purchase or engagement with a provider.
  • Advises the managers of selection committees to execute their responsibilities, such as providing judgment on providers.
  • Monitor external providers against investment and business objectives.
  • Support product management, reporting and sales functions.
  • Regularly interact with external asset managers about products, markets and performance.
  • Monitor and manage performance metrics, cash flows, exposure, capital, risks, leverage and liquidity of the portfolios.
  • Monitor and manage portfolio risks and controls, ensuring compliance adherence to internal risk policies, local regulations and mandate-specific requirements.
  • Assists in performing effective oversight over the implementation of selected strategies or transactions.
  • Contributes to the due diligence process for the selection of external asset managers.


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