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:

Portfolio Management

Optimise risk adjusted returns within risk limits and capital requirements

Monitor compliance with internal governance (PPP, internal Investment OGs etc)

Work with ALM on strategic asset allocation strategy development

Propose, implement and maintain ongoing portfolio rebalancing, tactical asset allocation strategies

Manage cash deployment processes together with local Finance and SLC teams; manage cash allocation and trade plans; allocate assets according to PPP requirements

Search, propose and implement new asset classes

Liaise with Finance and other teams on executing trades, initiatives and reporting

Understand IFRS 17 and solvency capital impacts

Ensure portfolio compliance with local (HKIA) investment regulations

Assist in other HK/Bermuda/Singapore investment portfolio as required

Review notional cash plan by working with the Finance and other teams during the monthly notional cash planning process. Assist in the implementation monthly investment plan

Investment Reporting and Analysis

Prepare portfolio analytics and reporting, including reports relating to General Account, capital markets

Coordinate and prepare presentation materials for committee meetings (eg, IMC, ALCO, working groups, AIC, Board meetings etc)

Review and input into the Annual investment plan process

Business Support

Provide investment support for new product development

Review assumptions and results of Investment Plan estimated by ALM; Propose Annual Investment Plan

Others

Participate in ad-hoc activities, special projects, M&A as part of the HK/HNW Investment Team

System, service analysis and procurement

Preferred skills

Strong knowledge of Microsoft Word, Excel and Power Point

A good understanding of the investment market

Ability to prioritise time and tasks effectively to meet deadlines

Familiarity with third-party system providers like Bloomberg, Aladdin, Tableau a plus

Hands on experience in managing investment portfolios and asset managers a plus

Requirement

The minimum education level is a Bachelor’s Degree obtained from a recognizable university

Other educational or professional qualifications like CFA, CAIA, MBA, Accounting and Actuarial is an advantage although not required

At least 5 years working experience in related fields

Job Category:

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