About the role
UOB KAY HIAN WEALTH ADVISORS SDN. BHD. is seeking an experienced Fund Manager to join our team in Bukit Damansara, Kuala Lumpur. As a full-time Fund Manager, you will play a key role in managing and growing our diverse portfolio of investment funds, with a focus on the fund management industry.
Job Responsibilities
Portfolio Management & Strategy
- Manage and monitor investment portfolios to maximize returns while managing risk.
- Develop and implement investment strategies aligned with fund objectives.
- Make investment decisions, including rebalancing and allocation adjustments.
Financial Modelling & Analysis
- Oversee financial modelling for portfolio analysis and fund deployment.
- Interpret complex financial data to support investment decisions.
- Develop new models for risk assessment, scenario analysis, or performance tracking.
Research & Market Analysis
- Conduct research on global and regional markets, equity selections, ETFs, funds, and structured products.
- Summarize research insights and provide actionable recommendations for investment strategies.
- Monitor market trends and provide regularly market summaries for internal use.
Reporting & Documentation
- Prepare performance reports and documentation for management, clients, and advisors.
- Ensure all investment decisions, processes, and research are properly documented and compliant with regulations.
Team & Stakeholder Collaboration
- Collaborate with internal teams and stakeholders to optimize portfolio performance and provide guidance to junior staff.
- Engage with clients and advisors to communicate fund strategy and performance effectively.
Job Requirements
- Bachelor's degree in finance, Economics, Accounting, or related field.
- 2 position available for 35 years of experience & minimum 10 years of experience in fund management, portfolio management, or investment analysis.
- Completion of Modules 9/10 as part of professional certification.
- Understanding of investment products, financial markets, portfolio management techniques, and risk management.
- Excellent stakeholder management and presentation skills / Strong team management and leadership skills.
- Demonstrated professionalism, integrity, and leadership in investment activities.
- Ability to interpret complex financial data and provide actionable insights.
- Strong analytical and quantitative skills.
