Senior Investment Analyst

Department: Investment
BU/Division: Sun Life Vietnam

* Job purpose
Please provide a summary of the purpose and objective of the job.
Investment Analyst shall support the assessment, monitoring, and management of corporate credits (in-house and by 3rd party fund managers.) He/she has to work closely with Manager of Investment and Credit Research to support thorough fundamental analysis to achieve the investment targets and objectives. He/ she also manages credit reporting requirements for both internal and external purposes as well as to conduct investment trading and execution activities and extend support to investment governance and risk management (1st line).

* Major accountabilities
Identify 5-6 major accountabilities of the job (not the employee).
Describe these accountabilities by what is to be accomplished, how and why. Use action verbs to begin each sentence.
Avoid the use of acronyms. Include the approximate percentage of time spent on each accountability.
The percentages below should sum up to 100.
 Support investment trading and execution activities including dealing with brokers, advisory, and agents on investment transactions and documentation.
 Extend support to investment governance and risk management as the 1st line
 Support credit research and review with thorough fundamental analysis on all influencing factors, include but not limited to macro economy, government policy, industrial trend, company business model & strategy, management quality, financial strength, and competitive advantages etc.
 Support annual review on bond issuers, banks, brokers, and make recommendation for limit approval
 Prepare portfolio review for IC, ALCO, AICC, MC, F&A etc…
 Prepare internal and external reports and monitor credit exposure to Vietnamese entities
 Maintain close contacts with outside analysts for updated economic & capital market information

* Specialized knowledge
List specific types of technical or professional skills and knowledge required for the job.
 Diligence: the ability to pay great attention to detail.
 Quantitative Analysis: the ability to look at or create a set of numbers and be able to know what they mean for each particular company
 Written and Oral Communication Skills in both English & Vietnamese: the ability to effectively disseminate decisions to a variety of people, either orally or in print.
 Knowledge of Industries: sometimes when assigned to work with companies and firms that operate in a particular industry, a great understanding of the ins and outs of a particular industry (banks, finance companies, retail, utilities, infrastructure, etc.) can come in handy.

* Problem solving
Outline problem solving requirements in terms of how standardized, varied, complex and interdependent problems and issues are typically faced by this job.
Provide examples if necessary.
Capability to work with multiple key stakeholders (LBU, Regional Office, and Corporate) to sort out the investment related concerns/ issues.

* Education and experience
Indicate the minimum education level and years of relevant experience required to perform the work. Include specific professional designations, licenses, registrations, if applicable.
 Education & experience: BA Degree with major in Business, Finance, or Banking with experience of 3+ years of investment management.

* Communication scope
Identify the level and nature of internal and external contacts with whom this job must interact regularly. Describe the reason and frequency of their communication.
 Finance & Actuarial 30%
 External parties including banks, brokers, fund managers, investees, and investment communities etc. 70%

* Management scope
Total number of direct reports: n/a
Total number of staff managed (direct and indirect): n/a
Metrics (if applicable)
Finance metrics (revenue, budget managed, etc.): Contribution to target Investment Income
Sales metrics (type and amount): n/a
Other metrics (specify): n/a
Travel required (express as % of working time): n/a

- Competitive salary and bonus
- Social insurance, health insurance, unemployment insurance according to Labor Laws
- Professional, dynamic working environment

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