The Vice President – Asset Management & Research is responsible for leading the investment strategy, portfolio construction discipline, and research architecture across the Barita Financial Group’s asset management platform.
 The role serves as a central investment leadership function, responsible for integrating research insights, macroeconomic analysis, and portfolio construction frameworks into a coherent investment process that drives superior risk-adjusted returns across all managed portfolios.
 

ROLE AND CORE FUNCTION

The incumbent will provide strategic oversight of multi-asset portfolio management, investment research, asset allocation frameworks, and product innovation, ensuring that investment decisions across the Group are grounded in rigorous analysis, disciplined risk management, and consistent investment philosophy.
 

The role will also play a critical leadership function in centralizing investment research capabilities and guiding investment thinking across the Barita Financial Group, including collaboration with affiliated entities within the Cornerstone Group.
 

This position therefore sits at the intersection of investment strategy, portfolio management, and research leadership, and is critical to the continued growth and institutionalization of the Group’s asset management platform.

 STRATEGIC MANDATE

The Vice President will play a central role in advancing the Group’s ambition to build a best-in-class regional asset management platform by:

• Institutionalizing the firm’s investment philosophy and portfolio construction discipline
• Strengthening the integration between research insights and portfolio decisions
• Enhancing the firm’s multi-asset investment capabilities
• Supporting the development of innovative investment products
• Driving consistent risk-adjusted investment performance across portfolios

  FUNCTIONAL RESPONSIBILITIES

 Investment Strategy Leadership:

• Guide asset allocation decisions across fixed income, equities, alternatives, and multi-asset portfolios, ensuring alignment with investment mandates and market conditions
• Lead the design and implementation of portfolio construction frameworks across the firm’s discretionary portfolios and investment funds.
• Ensuring that the asset management business meets its growth, revenue and strategic targets.
• Oversee the performance of investment portfolios, ensuring that returns are competitive on both an absolute and risk-adjusted basis.
• Ensure that all portfolios operate within established investment policy statements, regulatory limits, and internal risk parameters.
• Ensuring compliance of all assigned portfolios with all required investment policy, risk and regulatory limits
• Provide investment leadership in the management of the firm’s collective investment schemes, including mutual funds and unit trusts
• Overseeing and supporting business development efforts towards securing new asset management business i.e. client investment proposals, client calls, responses to requests for proposal etc.
• Implementing and maintaining a programme of effective performance measurement, reporting and management for the various portfolios under management.

Investment Research Leadership:

• Lead the development of the firm’s investment research architecture, ensuring that research outputs directly inform portfolio construction and investment decision-making
• Oversee the production of macro, fixed income, equity, and cross-asset research across the Group
• Coordinate research efforts across Barita Investments, JN Fund Managers, and other affiliated entities to ensure consistency in investment views.
• Lead the development and communication of the firm’s house investment outlook across local and global markets.
• Ensure the timely production and dissemination of investment strategy reports, market commentary, and portfolio positioning guidance.
• Leading the ideation, construction and communication of the company’s investment outlook across local and global markets.
• Promote the use of data analytics, quantitative tools, and emerging technologies to enhance the research process.
• Investment Product Development
• Lead the development of new asset management products and strategies, including unit trusts, mutual funds, discretionary mandates, and alternative investment strategies.
• Identify emerging investment opportunities and translate research insights into investable products and portfolio strategies.
• Support the preparation of investment proposals, institutional mandates, and responses to Requests for Proposals (RFPs).

Investment Governance & Risk Management

• Establish and enforce investment governance standards across all managed portfolios and investment products.
• Participating in the firm’s Investment Committee and related governance bodies.
• Ensure that investment activities comply with regulatory requirements, internal risk policies, and fiduciary responsibilities.
• Oversee investment performance measurement and ensure accurate performance attribution and benchmarking.
• Supporting the continuous improvement of the firm’s investment risk management framework.

Performance Measurement & Investment Accountability

• Overseeing the firm’s investment performance measurement framework
• Evaluating portfolio performance relative to benchmarks, peer groups, and risk metrics
• Conducting performance attribution analysis to assess sources of portfolio returns
• Ensuring transparent communication of portfolio performance to internal and external stakeholders

Leadership & Talent Development

• Mentoring and developing portfolio managers and research analysts
• Promoting intellectual rigor, disciplined decision-making, and continuous learning within the investment team.
• Supporting succession planning and capability development within the Asset Management & Research division.

CORE COMPETENCIES

• Exceptional analytical and investment judgment
•  Deep understanding of multi-asset portfolio construction
•  Strong leadership and team development capabilities
• Ability to synthesize complex information into clear investment insights
• Strong written and verbal investment communication skills
• High ethical standards and professional integrity
   
  SKILLS
   
• Strong analytic skills and an ability to balance risk/reward when evaluating investment opportunities.
• Strong written and verbal communication skills and ability to effectively communicate investment philosophy, strategy and performance to internal and external clients
• Demonstrated leadership capabilities and personnel management skills.
• Ability to manage multiple priorities and work well with others.
• Knowledge of the regulatory environment of the local securities dealing industry
• Self-directedness and excellent interpersonal and team building skills
• Networking and general business development capabilities
• Expert knowledge of local, and global financial markets
• Sound knowledge of applicable regulations with respect to investment management, and securities dealing

 QUALIFICATION AND EXPERIENCE

• Bachelors Degree in Economics, Finance, Mathematics, Actuarial Science, Accounts or any other related discipline.
• Graduate Level Degree in Finance (or related discipline), MBA and/or Chartered Financial Analyst (CFA®), Financial Risk Manager (FRM®) or Associate of Society of Actuaries (ASA®) Designations strongly preferred.
• Minimum of Five (5) years’ work experience in Treasury Management, Investment Research, Portfolio Management or Investment Banking.

SPECIAL WORKING CONDITIONS

The job is based on a forty-hour work week; however, the nature of the company’s business will require flexible working hours during the week and possibly on weekends and public holidays.

 Why Join Us?

At Barita Financial Group, you’ll be part of a team that is shaping the future of data-driven decision-making across financial services. You will work in a dynamic environment that values innovation, collaboration, and impact. Your role will not only focus on your key responsibilities but will also contribute to improving the efficiency of the organization and add measurable value to the company’s bottom line. One Mission. One Vision. One Group.

 
 The above statements describe the general nature and level of work assigned to this job title. This is not intended to be an exhaustive list of all responsibilities and duties required of the person so assigned.

Applications close on April 24, 2026. We appreciate all interest; however, only shortlisted candidates will be contacted.