Investment, Principal (Associate Director Level)
- Employer
- AIA International Limited.
- Location
- Hong Kong, Hong Kong
- Salary
- Negotiable
- Closing date
- Aug 17, 2022
View more
- Job Function
- Portfolio Management: Fixed Income
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Roles and Responsibilities:
Minimum Job Requirements:
- Recommend and implement fixed income investment strategies with measurable contribution to the business (including expanding investment universe and identifying major credit/sector/asset class trend)
- Monitor industry and economic and interest rate trends and use own judgement to recommend investment strategies
- Able to explain the Fixed Income portfolio outperformance or underperformance and monitor the budgeted new purchase yield/OPAT Fixed Income and propose actions to resolve the gaps
- Monitor BU fixed income and private equity limits so to ensure compliance or seek exception where appropriate
- Ensure proper articulation of the intention of asset strategies in the asset and portfolio mandates and drive review on portfolio mandates to update restriction & waivers (e.g. target spread, rating & duration of portfolios)
- Contribute positively to discussion in the Monthly and Quarterly Fixed Income, Equity, and Private Equity portfolios review meetings, SAA/TAA meetings, and ALM/ALCO/FRC/IC meetings
- Contribute positively to the end-to-end product development life-cycle (such as PLP) by working closely with BU representatives from Proposition, Marketing, Channel (Agency/Broker), and Actuarial team
- You are required to obtain relevant licence if your job involves in regulated activities
Minimum Job Requirements:
- A Bachelor's Degree in Finance, Economics, Business Administration or related fields with at least 15 years of credit analysis experience in insurance and global financial institutions, with a sound knowledge of credit analysis and corporate finance techniques
- Fellow, Life Management Institute (FLMI) and Chartered Financial Analyst (CFA) are preferable
- Ability to work independently with little oversight and handle multiple demands
- Good communication skill and fluent in English
- Strong analytical and decision making skills
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