Job Description

The Role Responsibilities

This is a key role within the Discretionary Portfolio Management team, supporting the portfolio management process, providing sales and marketing support to key stakeholders, as well as product management & governance functions.

Investment Analysis

• Assist with day to day portfolio management and implementation of asset allocation strategies across multi-asset class portfolios of mutual funds, ETFs and single securities
• Monitor developments in discretionary portfolios, markets, and the global economy in order to learn and inform the tactical allocations across our portfolios
• Develop and perform quantitative analysis of portfolios to understand the risk/return characteristics, potential impact and/or complementary nature of various strategies within portfolios
• Contribute investment ideas, including selection of investment instruments (funds, ETFs & sub-advisors) for use in portfolios
• Contribute to the bank\xe2\x80\x99s Global Investment Committee to help formulate the house view
• Assist with the creation of robust customized Discretionary solutions (pitching, managing) spanning the range of our existing mandates

Sales & Marketing Support

• Communicate effectively the team\xe2\x80\x99s strategy and portfolio positioning
• Help manage and develop internal and externally approved marketing collaterals
• Pro-actively prepare forward-looking analysis and commentary on portfolio performance and risks, and communicate these to the frontline
• Support client pitches and portfolio reviews as required

Product Management and Governance

• Active participation to expand the DPM product offering to other business segments
• Performance Attribution \xe2\x80\x93 attention to detail and willingness to drive this part of the process
• Observe governance procedures and perform risk oversight on the mandates in adherence to SCB stated policies
• Contribute to the general development of investment, risk and governance processes
• Assist in the preparation of materials for key governance meetings.

Regulatory & Business Conduct

• Display exemplary conduct and live by the

. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.

• Lead the DPM investment analysis process to achieve the outcomes set out in the Bank\xe2\x80\x99s Conduct Principles. Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders

• DPM Portfolio Management team, Chief Investment Office, Fund Selection Team, Managed Investments & Advisory, Sales & Marketing (IAs, MSAs, Team Leads, RMs), Governance/ Compliance functions, COO

Our Ideal Candidate

• Undergraduate degree, preferably with an Economics/Finance background. Post-graduate education a positive
• Approximately 1 year of relevant experience within a private bank, wealth manager, asset manager or other relevant organization
• Understanding of finance theory and quantitative techniques applied to portfolio construction and management
• Interest/ experience of manager/mutual fund selection helpful
• Understanding of Product management/ Product strategy helpful
• Prior client facing experience in a private bank or portfolio management environment would be preferred
• CFA, CAIA and other similar qualifications are advantageous

Role Specific Technical Competencies

• Asset Allocation
• Market Knowledge
• Portfolio Theory
• Relationship Management
• Products & Processes

About Standard Chartered

We\'re an international bank, nimble enough to act, big enough for impact. For more than 160 years, we\'ve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you\'re looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents. And we can\'t wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you\'ll see how we value difference and advocate inclusion. Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations
• Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum
• Flexible working options based around home and office locations, with flexible working patterns
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you\'ve applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website

Standard Chartered