About the role
FinEx AI summary
Monitors general markets and MPF industry trends, competitors, and policy changes to identify opportunities and risks. Tracks investment performance and risk indicators of MPF constituent funds and proprietary portfolios, and organizes performance review meetings with investment managers. Handles investment manager onboarding and replacement, meeting coordination, project management, and supports institutional client business development.
Core skills
Market AnalysisMPFInvestment Performance MonitoringRisk IndicatorsInvestment Manager SelectionRegulatory Compliance