Senior Analyst/ Assistant Manager, Investment Portfolio Management & Construction

FWD Life Insurance Group

Hong Kong, Hong Kong
On-site
Cash and liquidity management
Portfolio construction across asset classes
Liability driven investment objectives
FWD Life Insurance Group is seeking a Senior Analyst/Assistant Manager for Investment Portfolio Management and Construction in Hong Kong. The role involves supporting senior portfolio managers in cash management and portfolio construction while collaborating with various internal functions

Job Summary

  • You will support senior portfolio managers in cash, liquidity management and portfolio construction across different asset classes, ensuring portfolios remain aligned with liability driven investment objectives.
  • The role involves close collaboration across Investment, Investment Operations, Actuarial, Risk and Finance functions to deliver robust portfolio implementation, analysis, and reporting.
  • We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.

Matching Summary

Match Score: 85

FWD Life Insurance Group is seeking a Senior Analyst/Assistant Manager for Investment Portfolio Management and Construction in Hong Kong. The role involves supporting senior portfolio managers in cash management and portfolio construction while collaborating with various internal functions.

Skills & Requirements

Must-have

  • Cash and liquidity management
  • Portfolio construction across asset classes
  • Liability driven investment objectives
  • Bloomberg AIM and internal database expertise
  • Investment transformation projects

Nice-to-have

  • Proactive mindset and strong analytical capabilities
  • Cross-functional collaboration and teamwork
  • Interest in automation and process improvement

Key Requirements

  • Minimum 5 years experience in investment management
  • Bachelor's degree in a relevant discipline
  • Proficient in Bloomberg, Microsoft Excel, Co-Pilot and PowerPoint
  • Experience with Excel VBA and Power BI highly desirable

Work Rights

Not specified

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