Senior Director, Investment Support Unit

  • Competitive
  • Singapore
  • Permanent, Full time
  • United Overseas Bank
  • 21 Aug 17

Senior Director, Investment Support Unit



The successful candidate will report to and work closely with the CIOs to set strategic direction, organize and oversee the Investment Support Unit (ISU).

The primary focus is overseeing the day to day operations of the Investment Support Unit (ISU) and providing support to Investment Management (IM) Teams. The role also requires regular interaction and engagement with other key units of the firm: Investment Management (IM), Middle Office (MO), Performance & Risk (PR), and Business Development (BD), as well as Group Technology (GT).

Investment Research & Portfolio Management Support
  • Maintain analytical Databases for use by various IM teams (and BD)
  • Generate regular analysis and reports for use by IM teams (and BD)
  • Field ad hoc request to extract data and conduct analysis for IM teams
  • Access research databases to provide support to research analysts
  • Refresh templates for use in client reviews, reporting and presentations
  • Generate stop-loss review analysis for IM teams
  • Assist in portfolio re-balancing for IM teams

Maintain Internal Databases, Analytical & Portfolio Management Tools
  • Liaise with internal and external parties to develop and maintain key internal investment Databases
  • Maintain capital market assumptions Database using house methodologies for IM (and BD)
  • Development & support of key in house investment decision tools deployed by IM teams
  • Development & support of tactical models to drive Asset Allocation processes for the various IM teams and strategies
  • UAT with key end user of the above tools

Administrative Support
  • Documentation of Investment Process and Strategies
  • Administration of Approved Lists & Universal Lists for IM teams
  • Maintain (rebalance) Model Portfolios for the IM teams
  • Support of outsource reviews for external managers
  • Administer outsource reviews of service providers (eg. Proxy Voting)
  • Conduct Broker / Counterparty reviews with key IM teams
  • Consolidate Investment performance & risk reporting for IM teams, CIOs and Governance Committees
  • Provide secretarial support to Investment Committees

Requirements:
  • More than 10 years of related experience with at least 3-5 years of experience managing a research unit
  • Positive attitude, strong communication and ability to work collaboratively