EII | Assistant Manager, Investment Specialist and Portfolio Analyst

EII | Assistant Manager, Investment Specialist and Portfolio Analyst

Prudential Financial, Inc
Not Specified
Not Specified

Job Description

At Prudential, we understand that success comes from the talent and commitment of our people. Together, we have a shared vision in securing the future of our customers and our communities. We strive to build a business that can shape, an inclusive workplace where ideas are valued and a culture where can thrive together. Our people stay connected and tuned in to what's happening around us, keeping us ahead of the curve. While focused on the long-term, we look to the future to bring growth, development and benefit to everyone whose lives we touch.
This position is responsible to in communicating the key investment messages to clients (third party and Life Business) and potential investors with the aim of increasing new business and improving client retention and will work very closely with the marketing team to present the investment views to investors in a variety of meeting formats, including one on one, roundtables and platform presentations and will be attending investment review meetings with existing clients (third party and Life Business) and potential investors.
This position is also responsible to support the Head of Equity for portfolio analytics and attribution results reports.
Duties and responsibilities will include but are not limited to the following
  • Understand the requirements of the sales team and Life Business for investment team support
  • Responsible for confirming the investment communication content with the fund management and marketing team
  • Prepare and verify the content of investment presentations
  • Act as an investment point of contact for the marketing team for the preparation of investment marketing material and press release activities
  • Create ideas for investment communications related to recent market or economic condition, product positioning as well as investment education to existing and potential clients
  • Build and maintain strong relationships with the key contacts within the sales team in order to provide proactive and creative responses to all existing and potential clients.
  • Work closely with the marketing team to assist in the preparation of different investment communications, presentations and investment notes as well as presenting them to the investors in a variety of meeting formats. This will include the following:
    • Provide 100 words commentary on T+2 after month end
    • Provide a fund fact sheet review on T+4 after month end and the monthly chart pack on T+8 after month end
    • Prepare the Company Periodical Publication
  • Supporting the portfolio analysis process by providing and reviewing all necessary related data and documents by agreed cut off times.

Job Details

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Prudential plc is an Asia-led portfolio of businesses focused on structural growth markets. The business helps individuals to de-risk their lives and deal with their biggest financial concerns through life and health insurance, and retirement and asset management solutions. Prudential plc has 20 million customers and is listed on stock exchanges in London, Hong Kong, Singapore and New York. We are proud to be one of the 380 companies across 11 sectors included in the 2021 Bloomberg Gender Equality Index. The reference index measures gender equality across five pillars: female leadership and talent pipeline, equal pay and gender pay parity, inclusive culture, sexual harassment policies, and pro-women brand. Our inclusion in this global index is testament to our commitment to nurturing diverse talent. #BloombergGEI. https://www.bloomberg.com/gei Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America or with the Prudential Assurance Company, a subsidiary of M&G plc, a company incorporated in the United Kingdom.

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