Date posted: December 26, 2024
Investment Manager
Novel Capital, Inc. (NCI) is one of the leading boutique finance & private equity groups in Asia. We specialize in arranging and providing funding for small to medium enterprises in the region. Our key principles combine entrepreneurial and financial expertise to accelerate the growth of our client partners.
JOB DESCRIPTION:
Your role will primarily involve the investment management process. Should possess an understanding of macro economics (GDP, NFP, Inflation). Should also be able to understand clients or portfolios risk profile to attain return objectives Should also have understanding of principal asset classes and how they behave based on macroeconomic indicators. The objective is to do a top-down approach as a style for the investment management process. Determine the (TAA) Tactical Asset Allocation, then provide investment ideas to fulfill the TAA. Furthermore, you will participate in client presentations on new or specific investment structures and ideas.
Key Responsibilities:
- Develop model portfolios using a top down approach as the investment style on the process
- Maintain quarterly data of macroeconomic indicators
- Determine TAA (Tactical Asset Allocation) per risk profile
- Identify individual investment picks. Ensure a consistent flow of new investment ideas and structures by establishing a robust pipeline infrastructure with partner banks, investment houses, fund managers, and family offices.
- Understand and apply Novel's investment theses.
- Provide fundamental view on Novel’s proprietary portfolio
- Input trade in internal blotter and monitor price of existing position
- Prepare house view, asset allocation and sample portfolio for family
- Manage client portfolios according to their risk profile by providing rebalancing recommendations for buying, selling and switches. (Quarterly)
- Serve as a backup in executing client trades on their portfolios, executing instructions of clients as it relates to their cash placements, loans, deposits, withdrawals
- Maintain strong and consistent relationships with external counterparties.
- Drive investment management process at the family office level. Call family IC meetings on a quarterly basis to have them approve the TAA and the investment picks.
- Perform any other tasks that may be assigned from time to time.
REQUIREMENTS:
- Bachelor’s degree in finance, business, or a related field.
- Finance certifications (e.g., CFA) are a plus.
- 3–5 years’ experience in financial or investment analysis; investment sales experience is a bonus.
- International experience (direct or through client exposure) preferred.
- Strong investment analysis skills and proven ability to network and build a pipeline.
- Experience in financial sales is an advantage.
For interested please send your comprehensive resume to:
Joel Molina | Supervisor for Human Resources | 09190684531 / 09178642033 | [email protected]
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