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 & fund-of-funds products. Perform global and local macroeconomic research and formulate investment strategies for fund-of-funds portfolios.
• Portfolio Management: Manage fund-of-funds 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: Perform 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 and tactics 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 benchmark and peer group median
- Ensure portfolios are in compliance with relevant regulations and internal guidelines.
- Monitor HKD exposure and manage FX hedge across portfolios.
- 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:
- Identify and select well-performing funds for AIMHK managed multi-manager products to enhance investment performance.
- Select and recommend best-in-class funds for AIAHK’s MPF, ORSO and ILAS products.
- Assess ESG metrics of the funds Â
Support Product Development
- Identify appropriate investment opportunities according to the investment policy and objectives.
- Conduct fund manager search to support new product
- 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.Â
- Provide investment & fund related supports to the investment, MPF and ILAS teams of AIAHK.Â
Ad Hoc Projects:
- Enhance existing investment operational flow and controls
- Enhance hedging arrangement
Minimum Job Requirements:
- Experience in managing public funds for reputation financial institutions.
- Minimum 8 years of experience in investment research, quantitative finance and/or asset management. Candidates with more years of experience will be considered as Associate Director level.
- Postgraduate qualification in Finance, Economics or quantitative-related subjects.
- Investment-related professional qualification (e.g. CFA, FRM or CAIA).
- Holders of SFC license 1, 4 or 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 preferred to obtain the license of Securities and Futures Commission (SFC) Â (Paper 1) or any licenses if your job involves regulated activities
Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.
You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.