Portfolio Strategist & Fund Development

PT Sun Life Financial Indonesia; Indonesia; On-site; IDR 700,000,000 - 1,200,000,000; Full time

Job summary

Sun Life is seeking an experienced leader to guide strategic portfolio design across Indonesia and Corporate platforms. You will develop innovative fund propositions, integrate asset allocation, and drive investment execution aligned with client needs and business objectives.

The role emphasizes Sharia-compliant and cross-border product development. Ideal candidates bring CFA or equivalent credentials and 8+ years in investment strategy, fund development, or portfolio management, with strong

Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• CFA or equivalent designation preferred.
• 8+ years in investment strategy, fund development, or portfolio management preferred.
• Portfolio construction and asset allocation experience.
• Fund structuring including Sharia and derivatives.
• Investment analytics and performance attribution.
• Regulatory and compliance knowledge.
• Cross-functional collaboration and stakeholder management.

Responsibilities

• Design and optimize investment portfolios to meet client objectives and regulatory requirements.
• Engage with internal and external stakeholders to promote investment solutions and gather market intelligence.
• Develop and launch new fund propositions, including thematic, Sharia-compliant, and cross-border products.
• Collaborate with distribution, compliance, and risk teams to ensure product viability and alignment.
• Conduct investment research and analysis to support asset allocation and fund performance.

Education

Bachelor’s degree in Finance, Economics, or related field

CFA or equivalent designation

8+ years in investment strategy, fund development, or portfolio management

Portfolio construction

Asset allocation

Fund structuring (including Sharia and derivatives)

Investment analytics and performance attribution

Regulatory and compliance frameworks

Cross-functional collaboration and stakeholder management

Job description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description

To lead strategic portfolio design, develop innovative fund propositions, and drive investment execution aligned with client needs and business objectives. This role integrates portfolio strategy, fund structuring, and investment analysis to support growth and performance across the Indonesia and Corporate platforms.

Qualifications

• Minimum: Bachelor’s degree in Finance, Economics, or related field

Preferred

• Preferred: CFA or equivalent designation
• Preferred: 8+ years in investment strategy, fund development, or portfolio management
• Preferred skills: Portfolio construction and asset allocation
• Preferred skills: Fund structuring (including Sharia and derivatives)
• Preferred skills: Investment analytics and performance attribution
• Preferred skills: Regulatory and compliance frameworks
• Preferred skills: Cross-functional collaboration and stakeholder management

Responsibilities

• Design and optimize investment portfolios to meet client objectives and regulatory requirements.
• Engage with internal and external stakeholders to promote investment solutions and gather market intelligence.
• Develop and launch new fund propositions, including thematic, Sharia-compliant, and cross-border products.
• Collaborate with distribution, compliance, and risk teams to ensure product viability and alignment.
• Conduct investment research and analysis to support asset allocation and fund performance.

At Sun Life, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

Job Category: Asset Management

Posting End Date: 29/11/2026

Shine together

At Sunlife, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. Make life brighter We’re a global company with a passion for people. Our purpose is to help Clients build lifetime financial security and lead healthier lives. As a team of 68,000 across 28 markets, our impact is far-reaching, and locally relevant. There’s power in numbers. As part of Sunlife’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sunlife, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities.