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Eastspring is a global asset manager with Asia at its core. We celebrate diversity and inclusion for our colleagues, customers, and partners, and support our people's career ambitions. We pledge to make Eastspring a place where you can Connect, Grow and Succeed.
Job Scope
Provides business support for sales channels – both institutional and retail , and acts as a key liaison with internal functional departments to develop business workflows as well as business reporting and documentation to complete investment proposals, due diligence, request for proposals (RFPs) templates, request for information (RFIs) templates, distribution and investment agreements, among others.
Principle Duties & Responsibilities
- Maintain a central database of information of our products / strategies and organizational capabilities for use in responding to distributor’s or client’s due diligence, RFPs, RFIs or other company related queries.
- Prepare due diligence, RFPs, RFIs and other relevant business proposals. Collect, compile and document information from internal departments and parties, reformat and record the information into the requests.
- Prepare legal documentation for client onboarding of alternative investments solutions besides Unit Trust Funds (e.g., Investment Management Agreements, customized distribution agreements, KYC documentation, and other legal requirements as prescribed by Risk and Compliance).
- Coordinate with Risk & Compliance, Product Development, Investment Management, Operations and Finance for information and materials required in completing the documentation.
- Provide periodic materials to update clients and business partners on fund performance, market developments, sales activities / campaigns and channel communications as required.
- Assist the Head of Department in : ensuring seamless agency empanelment within the agreed timeline; building and enhancing the process and productivity of private mandates through the Institutional Business Channel; leveraging IT to extend distribution reach through the online platform and providing robust IT support to focus channels.
- Governance : vendor management, annual audit and compliance support for S&M, channel compliance and communications; assume other duties as prescribed by management.
Qualifications
Job Specifications :
Preferably a degree or equivalent in Business / Marketing / Economics / Finance. Additional qualification in investment management is an added advantage.Knowledge / Skills / Abilities
Familiar with financial and capital markets; understands investment products and concepts.Able to rewrite complex technical investment language into crisp, concise marketing materials and DD / RFP responses.Able to construct informative diagrams and graphs to support marketing materials.Experienced in producing PowerPoint presentations and marketing / sales materials for a major financial services organization.Capable of delivering high-quality work under tight deadlines; willing to work outside office hours when required.Independent with strong interpersonal and communication skills; able to work across the organizational structure.Good written and spoken English and Malay; knowledge of Mandarin and local dialects is an added advantage.Demonstrates business acumen, strategic thinking, quality focus, and integrity.Proactive, organized, resourceful and accurate; proficient in MS Office (Word, PowerPoint, Excel).Experience in dealing with fund managers, sales teams, product managers and customers is preferred.Project management from planning through implementation is an added advantage.Experience
At least 3 years of experience in the fund management industry.Experience in dealing with fund managers, sales teams, product managers and customers is preferred.Project management experience from planning through implementation is an added advantage.Equal Opportunity
Eastspring is an equal opportunity employer. We provide equality of opportunity and benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by law. We encourage the same standards from our recruitment and third-party suppliers, taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with special requirements.
Seniority level
Mid-Senior levelEmployment type
Full-timeJob function
Management and Manufacturing#J-18808-Ljbffr