Job Purpose:
- Franklin Templeton Multi-Asset Strategies (FTMAS) is the global multi-asset/multi-management group within Franklin Templeton Investments
- The FTMAS team’s philosophy combines a top down and bottom up approach in order to deliver diversified, actively managed investment strategies
- Reporting to the Portfolio Manager in Hong Kong, you are accountable for assisting with the management of various Asian based funds and managed accounts as well as a full range of analytical support.
Your Responsibilities:
- Monitoring portfolio positions for a wide range of portfolios on a daily/weekly/monthly basis
- Implementing asset allocation and strategy/fund selection across many different portfolios
- Enter trade orders for funds, ETFs, single securities and derivatives in Charles River Invest Mgmt System
- Follow-up with trading, execution and settlement teams
- Respond to client and portfolio management queries
- Provide analysis of portfolio positioning, risk and profile
- Maintain close contact with product, marketing, operations, trading and risk teams to act as liaison to Portfolio Management
- Generate periodic and ad-hoc portfolio reports for portfolio management team
- Develop/update presentations and reporting materials using various market data tools
- Assist with data to update presentations and fund commentaries for marketing; other marketing-related tasks as required
- Assist with collection of market data from internal and external sources
- Gather and summarize external research for portfolio management.
Skills and Qualifications:
- Bachelor’s degree, with focus on economics, finance, financial engineering, or a related field
- At least two years of experience in investment management industry
- CFA or similar designation desirable
- Type 1 or 9 SFC licence is required (Type 4 is desirable)
- Possess good understanding and with an interest in Multi-Asset investments including derivatives (futures, options etc)
- Exposure to third party risk analysis and third party risk systems desirable
- Strong analytical and quantitative skills, knowledge of portfolio construction techniques and of derivatives preferred
- Proven information gathering skills, outstanding attention to detail and ability to manage multiple projects simultaneously
- Team player with the capability to work independently with minimal supervision
- Proficiency in data processing and office and other applications (advanced level of; Bloomberg, FactSet, Datastream, Morningstar Direct,Charles River)
- Excellent communication skills.
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