Strategic Portfolio Designer & Fund Innovation Lead

Sun Life; 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

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