Founded in 2006, Sun Venture is a long-term investor with a methodical and disciplined investment approach. At Sun Venture, we invest globally and across different asset classes such as public equities, fixed income, private markets funds, real estate, private equity and alternatives.
As an integral member of the Investment Strategy team, the Senior Manager / Manager will help shape and influence the overall direction of Sun Venture’s externally managed funds. This involves continuously assessing the appropriateness of the firm's externally managed funds across multiple asset classes, considering the changing dynamics of the investment markets.
Your primary objective is to assist Sun Venture's Head of Investment (HOI) in evaluating the strategy and positioning of Sun Venture's external managers, with a focus on public markets funds (equities and fixed income). You will be responsible for sourcing suitable funds and monitoring all outsourced mandates, emphasizing all pertinent matters for the HOI's consideration:
- Review and recommend external fund managers for public equities, fixed income, listed REITs, and (if necessary) alternatives.
- Monitor the performance of externally managed funds, determine reasons for underperformance or outperformance, and provide management with relevant information/developments about the external managers, recommending a course of action.
- Assist the HOI with investment strategy and research.
- Work with the Operations team to ensure monthly rebalancing to Strategic Asset Allocation and proper accounting of all cash.
- Help the HOI with investment-related matters, such as strategic asset allocation, tactical asset allocation, and industry research.
- Degree in Accountancy, Business, Business Administration, or equivalent. CFA qualification is a plus.
- 8-10 years of relevant investment experience in the financial industry.
- Extensive experience in portfolio investment management, including mandate guidelines, fund documentation, tracking error, alpha generation, risk budgeting, and performance attribution.
- Familiarity with portfolio construction within a multi-manager framework.
- Strong knowledge of public equities and public fixed income managers.
- Excellent analytical and critical reasoning skills, with high ethical and professional standards.
- Ability to work independently in a fast-paced environment.
