Fund Select Analyst

Job Description

*About Standard Chartered We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.To us, good performance is about much more than turning a profit. Its about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.Were committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.The Role ResponsibilitiesFund Selection

• Select high quality mutual funds to be part of our high conviction fund recommendations for our clients, through in-depth analysis, meeting and assessing fund managers
• Monitor mutual funds recommended on our bank s platform
• Contribute actively to our team s decision-making on fund selection and recommendations

Communication, Sales and Marketing Support

• Promote our fund selection expertise via effective engagement with frontline and clients
• Communicate convincingly and effectively the rationale behind fund recommendations
• Generate actionable fund strategies for frontline with consideration of our CIO office s investment outlook, trends/themes in the market and frontline/clients needs
• Produce high quality verbal, written and visual communications in a timely manner, with insightful and actionable contents
• Manage and develop internally and externally approved marketing materials
• Provide product training to the frontline, and present in client events on our fund selection expertise
• Collect and share views of asset manager partners with our CIO office

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Lead to achieve the outcomes set out in the Bank s Conduct Principles: Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key Stakeholders

• Product Team, Investment Advisory Team, CIO Office, Discretionary Portfolio Team, Global Investment Council, Sustainable Investment Team

Our Ideal Candidate

• Bachelor degree as minimum, CFA Charterholder a plus
• 3-5 years of experience in a mutual fund selection/research or investment research related role, with experience facing frontline/clients as a plus
• Strong knowledge of global equity and fixed income markets
• Experienced user of mutual fund databases (Morningstar)
• Strong analytical, writing, presentation and public speaking skills
• Excellent verbal and written communication skills in English and Cantonese, Mandarin a plus
• Proficient in Microsoft Excel, PowerPoint and Word
• Strong sense of prioritization and ability to execute against deliverables
• Strong willingness to learn, hard-working, detail-oriented and well-organized
• Able to work both independently and collectively
• Self-motivated, and able to demonstrate initiative and take ownership
• Enjoy problem-solving, and be able to think out of the box for creative solutions

Apply now to join the Bank for those with big career ambitions.To view information on our benefits including our flexible working please visit our career pages . We welcome conversations on flexible working., *About Standard Chartered We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.To us, good performance is about much more than turning a profit. Its about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.Were committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.The Role ResponsibilitiesFund Selection

• Select high quality mutual funds to be part of our high conviction fund recommendations for our clients, through in-depth analysis, meeting and assessing fund managers
• Monitor mutual funds recommended on our bank s platform
• Contribute actively to our team s decision-making on fund selection and recommendations

Communication, Sales and Marketing Support

• Promote our fund selection expertise via effective engagement with frontline and clients
• Communicate convincingly and effectively the rationale behind fund recommendations
• Generate actionable fund strategies for frontline with consideration of our CIO office s investment outlook, trends/themes in the market and frontline/clients needs
• Produce high quality verbal, written and visual communications in a timely manner, with insightful and actionable contents
• Manage and develop internally and externally approved marketing materials
• Provide product training to the frontline, and present in client events on our fund selection expertise
• Collect and share views of asset manager partners with our CIO office

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Lead to achieve the outcomes set out in the Bank s Conduct Principles: Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key Stakeholders

• Product Team, Investment Advisory Team, CIO Office, Discretionary Portfolio Team, Global Investment Council, Sustainable Investment Team

Our Ideal Candidate

• Bachelor degree as minimum, CFA Charterholder a plus
• 3-5 years of experience in a mutual fund selection/research or investment research related role, with experience facing frontline/clients as a plus
• Strong knowledge of global equity and fixed income markets
• Experienced user of mutual fund databases (Morningstar)
• Strong analytical, writing, presentation and public speaking skills
• Excellent verbal and written communication skills in English and Cantonese, Mandarin a plus
• Proficient in Microsoft Excel, PowerPoint and Word
• Strong sense of prioritization and ability to execute against deliverables
• Strong willingness to learn, hard-working, detail-oriented and well-organized
• Able to work both independently and collectively
• Self-motivated, and able to demonstrate initiative and take ownership
• Enjoy problem-solving, and be able to think out of the box for creative solutions

Apply now to join the Bank for those with big career ambitions.To view information on our benefits including our flexible working please visit our career pages . We welcome conversations on flexible working.,

Keyskills :
mutual fundsfixed incomemicrosoft excelproblem solvingpublic speakingproduct trainingfinancial marketsglobal investmentinvestment researchinvestment advisorymarketing materialsindepth analysis