Investment Business Specialist

About the role

Prudential is looking for an Investment Business Specialist to support the Lead of Investment Management in managing investment-related business activities, governance and fund initiatives. The role combines operational ownership of ILP fund activities with a focus on process enhancement, automation and support for strategic investment projects, working closely with internal stakeholders and external partners.

Key responsibilities

• Manage day-to-day and ad hoc ILP fund activities, including corporate actions, fund changes, closures, dividend declarations, portfolio rebalancing and fund documentation.
• Coordinate with internal stakeholders and external fund managers to ensure timely and accurate execution of fund activities.
• Maintain fund information, documentation and customer-facing content across platforms, ensuring accuracy and compliance with governance standards.
• Identify, recommend and implement process improvements, automation opportunities and operational enhancements.
• Develop and maintain process documentation, operating procedures and controls.
• Support digitalisation, system enhancement and transformation initiatives, including testing and implementation of process changes.
• Support the development, launch and ongoing management of investment products, funds and solutions, including product specification reviews and customer communications.
• Participate in User Acceptance Testing (UAT) and implementation for new products, fund launches and system enhancements.
• Support broader investment initiatives such as index-related business activities.
• Prepare approval papers, management reports and presentations, and support internal stakeholders, distributors, customers and partners.

Required profile

• 1 to 3 years of relevant experience in investment operations, fund administration, investment products, wealth management, asset management or related financial services functions.
• Degree in Finance, Economics, Business Administration, Accounting or a related discipline.
• Exposure to investment-linked products, unit trusts, mutual funds or investment operations is advantageous.
• Experience in process improvement, automation, system enhancement projects or UAT is an added advantage.

Required skills

• Strong analytical and problem-solving skills with a continuous improvement mindset.
• Ability to manage operational activities while contributing to strategic projects.
• Process-oriented, with strong attention to detail and quality.
• Effective communication and stakeholder management.
• Adaptable, proactive and able to manage multiple priorities and deadlines.