Strategic VP, Fund Governance & Due Diligence

HSBC; Singapore; Vor Ort; SGD 180.000 - 240.000; Vollzeit

Zusammenfassung

HSBC Life (Singapore) Pte. Ltd. seeks a senior professional to own the fund due diligence framework and oversee ongoing suitability assessments for the ILP fund shelf.

You will design risk-based due diligence standards, onboard funds and managers, and lead remediation for funds outside approval criteria. You will ensure MAS Notice 307 compliance, manage data flows with managers, and deliver governance reporting to the Product Committee.

Qualifikationen

• Degree in finance, economics, business, actuarial science or a related discipline; CFA or CAIA designation preferred
• Extensive experience in fund research, manager selection, investment due diligence or fund governance, within insurance, asset management, private banking or a fund platform
• Working knowledge of the Singapore regulatory framework for investment-linked business: MAS Notice 307, the CIS Code, CPFIS requirements and the Fair Dealing Guidelines (FSG-G04)
• Demonstrated experience conducting manager due diligence across asset classes and fund structures (UCITS, unit trusts, ETFs, feeder and ILP sub-fund structures), covering investment process, team, liquidity, leverage, fees and flows
• Proven ability to write committee-grade papers and present assessments and recommendations to senior governance forums
• Experience managing external fund manager relationships, including due diligence questionnaires and periodic reviews

Aufgaben

• Own the fund due diligence framework and ongoing suitability assessment for the ILP fund shelf
• Design and maintains the risk-tiered due diligence framework including methodology, standards, exception triggers, escalation
• Conduct onboarding due diligence on proposed funds and managers
• Execute the periodic re-assessment cycle: full due diligence on) and perform ongoing suitability monitoring: quarterly peer percentile review, red-status tracking, watchlist, event-driven re-reviews
• Lead remediation of funds outside approval criteria: enhanced due diligence, manager action plans
• Ensure fund-level compliance with MAS Notice 307, including look-through monitoring against CIS Code investment guidelines and accuracy of fund disclosures and Evidence Fair Dealing (FSG-G04) outcomes: documented selection rationale and ongoing target-segment suitability
• Manage manager information flows: questionnaires, data requests, periodic review meetings
• Deliver governance reporting to Product Committee and senior management; support transition from the outgoing group function

Kenntnisse

Fund governance

Due diligence

Research

Written reports

Committee presentations

Ausbildung

Finance degree

CFA/CAIA

Tools

Regulatory/compliance systems

Financial research platforms

Jobbeschreibung

HSBC Life (Singapore) Pte. Ltd. seeks a senior professional to own the fund due diligence framework and oversee ongoing suitability assessments for the ILP fund shelf.

You will design risk-based due diligence standards, onboard funds and managers, and lead remediation for funds outside approval criteria. You will ensure MAS Notice 307 compliance, manage data flows with managers, and deliver governance reporting to the Product Committee.