FIND YOUR 'BETTER' AT AIA We don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us.
We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.
If you believe in better, we'd love to hear from you. About the Role Investment Strategy: Conduct quantitative and qualitative analysis to support the investment strategy of AIMHK to manage multi-manager, multi-asset to manage fund-of-funds products. Perform global and local macroeconomic research and formulate investment strategies for fund-of-funds portfolios.
Portfolio Management: Manage portfolios on AIAHK's MPF, ORSO and ILAS platforms to deliver outperformance for portfolios under management. Ensure portfolio compliance with relevant regulations and internal guidelines.
Fund Evaluation: Work with fund researcher regarding fund research and due diligence to support AIMHK's multi-manager products and conduct portfolio construction analysis to enhance investment performance.
Stakeholder Management: Establish good rapport with stakeholders within AIA Group, including AIAHK, AIA Trustee, Group Investment and AIAIM in Singapore
Roles and Responsibilities: Investment Strategy: - Build and maintain quantitative models to identify investment opportunity and forecast investment trends.
- Conduct macro investment research and formulate tactical asset allocation strategies for multi-asset products.
Fund-of-funds Portfolio Management - Daily portfolio management across fund-of-funds portfolios on AIAHK's MPF, ORSO and ILAS platforms.
- Deliver outperformance against peer group median and benchmark
- Ensure portfolios are in compliance with relevant regulations and internal guidelines.
- Monitor HKD exposure and manage FX hedge across portfolios.
- Manage AIMHK APIFs and jointly managed funds on ILAS platform.
- Assist trade execution on fund-of-funds portfolios, post-trading and portfolio monitoring.
- Provide monthly portfolio commentaries
Funds Monitoring and Evaluation: Conduct quantitative and qualitative fund evaluation to:
- Work with manager researcher to identify and select well-performing funds for AIMHK managed multi-manager products to enhance investment performance and construct the portfolios for AIAHK's MPF, ORSO and ILAS products.
- Participate in ESG assessment of the funds
Support Product Development - Collaborate with Product team to identify appropriate investment strategies according to the investment policy and objectives.
- Liaise with fund managers to develop new funds
Stakeholder Management: - Establish good rapport with stakeholders within AIA Group, including AIAHK (e.g. ILAS & MPF teams), Group Investment (e.g. TAA & External Managers teams) and AIAIM in Singapore.
- Provide investment and fund related supports to the investment, MPF and ILAS teams of AIAHK.
Ad Hoc Projects: - Onboard to Aladdin controls environment and enhance existing investment operational flow and controls as needed.
- Enhance hedging arrangement
Job Requirements: - Experience in managing public funds for reputation financial institutions.
- Satisfy Key Person requirement with at least 5 years of public funds management experience.
- Around 10 years of experience in investment experience and/or asset management.
- Postgraduate qualification in Finance, Economics or quantitative-related subjects.
- Investment-related professional qualification (e.g. CFA, FRM or CAIA).
- Holders of SFC license 9.
- In-depth understanding of market dynamics of major asset classes, including equities, bonds and currencies.
- Ability to quantitatively/qualitatively translate economic situation, financial market development, asset valuation and price momentum into investment strategies & recommendations.
- Knowledge of retail financial markets and wealth management products.
- Strong presentation and report-writing skills.
- Good team player with strong coordination and project management skills to work with colleagues from various cultural background and different departments.
Others: - You are required to obtain relevant licence if your job involves in regulated activities.
Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.
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