About FWD Group

FWD Group is a pan-Asian life and health insurance business with more than 12 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. The company was established in 2013 and is focused on changing the way people feel about insurance. FWD’s customer-led and digitally enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience.

For more information, please visit www.fwd.com

For more information about FWD Hong Kong, please visit www.fwd.com.hk/.

Key investment role for the company’s general account assets specifically in the management of our expanding Alternatives portfolio (covering 3 entities in Hong Kong and the Macau entity).

The Job

• Support senior portfolio managers to optimise liquidity management and portfolio construction ensuring portfolios are aligned with strategic asset allocations

• Contribute to asset allocation and portfolio positioning decisions as well as implementation

• Support on asset allocation capabilities and knowledge across asset classes to provide recommendations on portfolio construction and implementation

• Manage business planning spreadsheets to project future asset allocation and cashflow expectations

• Support on developing capability to execute across bonds, FX, ETFs, equities and a range of derivatives

• Provide regular investment portfolio analysis and reporting

• Review results of investment performance/return calculations for accuracy and analyze performance attribution

• Expertise on Bloomberg AIM and FWD portfolio database to ensure the integrity and efficiency of portfolio and asset allocation

• Provide fund analysis and respond to ad-hoc requests for information/research from internal and external clients

The Person

• University graduate in relevant discipline

• CFA and/or MBA preferred

• Up to 5 years of investment and management experience

• In depth understanding of the investment management industry

• Sound understanding of investment principles

• Team player with high attention to detail and ability to work under pressure as well as with individuals from a variety of disciplines and levels

• Self-motivated and able to multitask, prioritize, cope with competing demands, and think outside the box

• Strong project management and communication skills

• Strong quantitative and analytical skills

• Accounting and/or risk management knowledge is a plus

• Compliance awareness and commitment

We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.

Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, gender, disability or family status in employment process.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.