What are the responsibilities and job description for the Investment Officer (Asia Pacific) position at The Economist?
JO : 252760
Level : P-4
Duty Station : New York, USA
Deadline : March 22, 2025
Org. Setting and Reporting
Responsibilities
- Within delegated authority, and under the supervision of the SIO, the incumbent :
- Implements investment strategy and monitors equity portfolios for the Asia Pacific developed markets including Japan, Australia, New Zealand, Hong Kong and Singapore. Manages and invests the assets of the Fund in equities.
- Implements approved investment strategies for the strategic and tactical asset allocation and portfolio re-balancing with careful review of market environments.
- Monitors portfolio to achieve the performance to meet the Fund’s investment objectives by reviewing both portfolio and benchmark performance on a regular basis.
- Ensures that all of the investments are in compliance with OIM's investment and policy guidelines.
- Conducts portfolio reviews periodically and presents at Portfolio Review Meetings.
- Balances long-term strategies to achieve results superior to benchmarks by assisting the SIO in constructing and monitoring the portfolio through dedicated research.
- Assists with due diligence for new investments.
- Conducts careful and thorough investment research that is relevant to managing the Asia Pacific portfolios, using various tools and incorporating qualitative as well as quantitative factors, including but not limited to, environmental, social and governance (ESG) aspects.
- Performs fundamental analysis through financial statements, corporate announcements, market news and other publicly available information.
- Reviews investment research and discusses with strategists, economists, and security analysts through brokerage community.
- Engages with senior members of corporate management to review their business and corporate strategies.
- Conducts portfolio analysis using risk tools and analytical tools.
- Conducts sector / thematic research and updates fundamentals of companies and industries.
- Makes specific investment recommendations and ensures the Fund's four investments criteria : safety, profitability, liquidity, and convertibility.
- Makes specific investment recommendations to achieve optimum investment performance with careful review of the portfolio's investment objectives and risk tolerance.
- Presents and discusses investment recommendations to the SIO.
- Reporting : assists the SIO in reporting accurately and in a timely manner to the Representative of the Secretary-General for the Investments of the UNJSPF and the CIO of OIM when requested.
- Assists the CIO of OIM in reporting on investment and related matters to governing bodies.
- Serves as the Officer In Charge when required in the absence of the SIO.
- Participates in seminars and taking courses in investment topics.
- Keeps abreast of rapidly changing techniques of portfolio management and exchanging views with colleagues and members of the investment community.
Competencies
Education
Advanced university degree (Master's degree or equivalent degree) in Business and Administration (MBA), Finance, Economics or related field is required. A first-level university degree in combination with an additional two years of qualifying experience may be accepted in lieu of the advanced university degree. Certification as a Chartered Financial Analyst (CFA) or equivalent is desirable.
Work Experience
A minimum of seven (7) years of progressively responsible experience in investment analysis and investment management in equities covering markets in developed Asia / Pacific with a focus on Japan is required. Institutional, buy-side experience in directly recommending equity long-only investments is desirable. Experience in portfolio management with an emphasis on buy-side is desirable. Strong analytical skills and experience producing customized earnings models is desirable.
