Product Development Specialist

Sun Life Financial

  • Manila City, Metro Manila Taguig City, Metro Manila
  • Permanent
  • Full-time
  • 4 days ago
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:Major Accountabilities:Involvement in product functions to aid in development of new funds/products/investment strategies and monitoring the existing portfolios: 70%
  • Facilitate activities in the SLIMTC Product Development and Approval Process (PDAP). He/she will be the primary representative of the Head, Business Development and Analytics in all product-related concerns for SLIMTC and is expected to be well-versed in the client and regulatory requirements pertaining to the product and strategy development phase.
  • Responsible to ensure the creation of products and strategies for SLIMTC on a regular business to aid in the expansion of the company’s AUM and client base. These include, but are not limited to:
  • New product/service offerings that represent new lines of business to SLIMTC that SLIMTC intends to offer to clients and will be included as additional products listed in the SLIMTC Trust Manual of Operations
  • New Unit Investment Trust Fund (UITF) funds meant to service the needs of SLIMTC clients and/or the investing public.
  • Products/service offerings that may be added by the SLIMTC Management and/or Board as appropriate.
  • Oversees the day-to-day operations of the SLIMTC Product Development group (PDG). This includes, but is not limited to:
  • Creation and maintenance of the PDG meeting agenda and minutes
  • Facilitation of the discussion of products and strategies
  • Coordination among various product-related stakeholders (such as Marketing/Investments/Finance) within SLIMTC and related parties and clients
  • Review of previously launched funds and products to ensure they are complying with the initial product launch plans and parameters.
  • Manage the existing documentary and regulatory aspects of the product development process. These would require monitoring and updating of required internal forms that pertain to SLIMTC products. These also include regulatory submission requirements for current and future SLIMTC products and UITF funds.
Improvement and maintenance of the internal systems of SLIMTC. 20%
  • This includes acquiring and constantly developing knowledge in the Bloomberg system, and any other future system that the team will utilize to manage the assets of SLIMTC. He/she must acquire sufficient operational knowledge of the system to facilitate any product-related tasks needing information from the Bloomberg system.
Other Investment-linked activities 10%
  • Assist the team in miscellaneous duties/projects/initiatives that need attention from time to time.
Specialized knowledgeList specific types of technical or professional skills and knowledge required for the job.Abilities
  • Stress Tolerance
  • Data Gathering Skills
  • Problem Solving and Analysis under time pressure.
  • Persistence
  • Organization
Knowledge
  • Basic portfolio modelling
  • Basic economic analysis
  • Advanced Excel/Visual Basic Knowledge
  • Strong in any of the following:
  • Econometrics/Financial Economics
  • Statistics
  • Math
  • Actuarial Science
Job Category: ProductPosting End Date: 30/12/2025

Sun Life Financial

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