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Investment Director (Product Management), Multi Asset, North Asia
Schroders Investment Management
May 26, 2021
Both Multi-Asset and Asia are seen as key elements of Schroders' strategy for growth. The Product Management team is part of the investment team, but takes responsibility for managing the business of Multi-Asset, allowing the fund managers to focus on investing. It provides a bridge between the investment team and distribution helping to support and grow Multi-Asset profitability.
The team is also the main point of contact with the marketing and product development teams. The team is involved in a wide range of activities that includes client reporting and servicing, new pitches and being the experts to whom the rest of Schroders will revert for enquiries on the products and services of Multi-Asset. This role will be based in Hong Kong and will cover the North Asian region.
(a) Product and Client Support
Product material - Ensure all regular Multi-Asset product presentations and fund updates are produced for distribution to sales channels.
Product profiles - Maintain detailed specifications for each product, and take the lead in devising content for marketing literature for sales channels.
Competitor analysis - Collect and analyse comparative advantages among major peers, and determine our product niche.
Client reports and review presentations - Provide regular updates of market and portfolio performance, as well as portfolio investment strategy, for distribution to existing clients.
Ad hoc reporting - Support sales and client service teams in responding to client queries.
(b) New Business Development
RFP ownership - Ensure RFPs are completed with the highest standards possible and tailored to clients' needs.
Client Pitches - Assist in the development of presentations for client pitches.
Product Map and pitch books - Maintain and regularly update Multi-Asset product map and product pitch books.
(c) Business Management
Business strategy support - Maintain and analyse AUM, fund flows and business profitability relating to the Asian Multi-Asset investment desk.
Risk monitoring - Conduct risk oversight and reporting, ensure all files are maintained, and maintain primary contact for the team with Group Investment Risk.
A degree in Finance or related discipline
CFA charterholder is an advantage.
At least 10 years of Multi Asset Product experience within the Asset Management domain, and over 15 years of relevant work experience from the financial industry.
Experience with Hong Kong and Japan financial product coverage is preferred.
Strong reasoning and analytical ability.
Strong mathematical skills including applied statistics
Excellent oral and written communication skills and client facing skills.
Ability to work on own initiative, managing deadlines and prioritising.
Willing to share tasks and balance workload amongst the team.
Proactive approach to tasks.
Excellent attention to detail and accuracy.
Microsoft Office essential, to include Word, Excel and PowerPoint
Knowledge of other systems such as FactSet and Bloomberg is an advantage.
Experience with information databases an advantage, for example an RFP answer store or investment consultant asset manager information databases.
Fluency in English and Chinese (Cantonese or Mandarin), business level of spoken and written Japanese is an advantage