Assistant Vice President, Investment Product Solution

We are looking for a self-driven and highly motivated individual to join a dynamic investment product team operating in a fast-paced fintech environment, with exposure across fund research, product management, portfolio solutions and business initiatives.

Key Responsibilities

Fund Research, Reporting & Due Diligence

• Conduct research and due diligence on mutual funds and other investment products.
• Prepare and review periodic fund review reports, performance reports, factsheets and other investment-related reporting, ensuring accuracy, consistency and quality of analysis.
• Perform fund comparisons and peer analysis to support investment recommendations and the selection of funds for Approved Product Lists and High Conviction Lists.
• Use Morningstar and other investment research and data platforms to conduct fund screening, peer comparison, performance and portfolio analysis.
• Liaise with external fund managers and asset management partners as part of ongoing fund monitoring, due diligence and product reviews.

Investment Product & Portfolio Management

• Support the review and onboarding of new investment products and product providers, including due diligence, internal approvals, commercial and fee negotiations, documentation and legal agreements.
• Support the end-to-end lifecycle management of investment products, including mutual funds, model portfolios and other investment solutions.
• Contribute to the management and monitoring of model portfolios, ensuring portfolios remain aligned with their investment objectives and prevailing investment views.
• Implement approved changes to model portfolio allocations and coordinate associated updates to portfolio materials, including monthly factsheets and related reporting.
• Work closely with internal stakeholders including Compliance, Legal, Distribution, Operations and Marketing to support effective product management and execution.
• Ensure investment product activities and documentation are undertaken in accordance with applicable regulatory requirements and internal governance standards.

Investment Content & Communication

• Contribute to market commentaries, fund updates, investment outlooks and other investment-related content.
• Translate investment research and fund analysis into clear and actionable insights for internal stakeholders, advisers and clients.
• Support presentations, training sessions and educational programmes relating to investment products and markets.
• Support ad-hoc investment research, product and business initiatives as required.

Key Requirements

Experience

• Minimum 5 years of relevant experience in investment management, asset management, wealth management or the financial services industry.
• Strong understanding of the mutual funds industry, including fund structures, investment strategies, performance measurement and portfolio characteristics.
• Demonstrable experience in fund reporting, including the preparation and/or review of periodic fund reports, factsheets, performance analysis or investment review materials.
• Strong analytical skills with the ability to critically assess fund performance, portfolio positioning and investment strategies.
• Familiarity with Morningstar, preferably Morningstar Direct, or similar fund research and analytics platforms.
• Previous experience in fund research and investment due diligence is preferred.
• Experience in investment product onboarding and working with asset managers, investment platforms, banks, financial advisory firms or wealth management businesses would be advantageous.