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Portfolio Strategist & Fund Development

Sun Life · Posted Nov 5, 2026

Jakarta Selatan, Jakarta Raya, Indonesia
Full-time · Senior
8+ years

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To lead strategic portfolio design, develop innovative fund propositions, and drive investment execution aligned with client needs and business objectives.

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.

Requirements

Bachelor’s degree in Finance, Economics, or related field
Nice to have: Portfolio construction and asset allocation
Nice to have: Fund structuring (including Sharia and derivatives)
Nice to have: Investment analytics and performance attribution
Nice to have: Regulatory and compliance frameworks

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