Job Overview:

We are seeking a dedicated and experienced Executive Assistant to provide high-level administrative support in CEO Office. The ideal candidate will be proactive, detail-oriented, and capable of managing multiple tasks efficiently.

Responsibilities:

• Manage executive calendars and schedule meetings and appointments
• Coordinate travel arrangements and prepare detailed itineraries
• Prepare and edit correspondence, communications, presentations, and other documents
• Conduct research and compile data to support executive decision-making
• Handle confidential information with discretion
• Assist in the preparation of reports, budgets, and presentations
• Anticipate the needs of the executives and proactively solve problems
• Liaise with other team members to ensure efficient communication flow
• Perform other administrative tasks as needed

• Proven experience as an Executive Assistant or similar role
• Proficiency in MS Office suite
• Excellent organizational and time-management skills
• Strong written and verbal communication skills
• Ability to multitask and prioritize tasks effectively
• Discretion and confidentiality
• Bachelor's degree in Business Administration or related field preferred
• Fluent in both Chinese and English are preferred

FundPark is a fintech platform specialising in financing solutions for e-Commerce SME businesses. We believe that they are the backbone of the economy as they drive innovation and competition, create jobs, and contribute to economic growth. Unfortunately, traditional financial institutions often fail to serve their unique needs, leaving them without access to the working capital they need to grow and succeed.

At FundPark, we're here to change that. Powered by our proprietary credit model, cutting-edge technology, and real-time data, we provide efficient, effective, and flexible funding solutions specifically designed for e-Commerce SMEs to grow their businesses and take advantage of new opportunities as they arise. Our loan disbursement has already crossed $2 billion, helping over 18,000 e-Commerce SMEs to grow since inception.

About the Role

We are looking for a diligent and proactive Loan Operation Trainee. This role reports to the Operation Manager to assist in handling the fund operations tasks and daily issues and review clients' drawdown applications according to established procedures and guidelines. 

What you need to have

• Conduct preliminary credit assessments for client's drawdown application; 

• Review and verify client's documents, ensure strict compliance with the terms of credit approval, provide updates on application status; 
• Maintain all required documentation submitted to the system and ensure completeness and compliance with regulatory requirements; 
• Monitor fund cash flow, including tracking incoming and outgoing payments, reconciling bank statements, and ensuring proper fund liquidity; 
• Perform processing and able to meet tight timelines accurately; 
• Handle ad-hoc tasks, assignments, and manage exceptions, discrepancies and irregularities. 

• Higher diploma or above in Finance, Accounting, Business Administration or related discipline; 
• Knowledge and experience in handling loan documents and collaterals, as well as acquainted with the workflow of credit facilities drawdown/operation; 
• Strong analytical mind and able to provide effective solutions to support internal and external business partners in achieving business;
• A team player with strong interpersonal and communication skills; 
• Self-motivated, proactive and results-oriented; 
• Detailed-mind, able to work at a fast pace and multi-tasking for efficient results; 
• Fluent in both spoken & written English and Chinese (Cantonese and Mandarin);
• Fresh graduates with a great attitude are welcome to apply.

Why FundPark

• Collaborate with a cohesive group of young entrepreneurs working towards peak performance
• Led and inspired by a team of experienced and visionary industry leaders
• An exclusive opportunity to be our part owner and share in the Company’s growth and success through participating in our Employee Stock Option Plan
• Join us at this exciting scale-up stage for ample development and career growth opportunities

Dental insurance, Five-day work week, Medical insurance

• Assist in day-to-day operations of the firm, including trade processing, reconciliation, and settlement
• Monitor and resolve trade-related issues and discrepancies
• Collaborate with internal teams to ensure timely and accurate data reporting
• Support the implementation of operational processes and procedures
• Assist with the onboarding of new Portfolio Managers and counterparties
• Perform regular audits and reviews of operational processes to identify areas for improvement
• Stay updated on industry regulations and ensure compliance with relevant guidelines

• Bachelor's degree in finance, accounting, or a related field
• Prior experience in operations within the financial services industry, especially in Hedge Funds, Buyside is preferred
• Strong analytical and problem-solving skills
• Excellent organizational and time management abilities
• Proficiency in Microsoft Excel and other data analysis tools
• Proficient in Python programming is preferred
• Understanding of trade processing, reconciliation, and settlement processes
• Detail-oriented with a focus on accuracy
• Ability to work well under pressure and meet deadlines
• Strong communication and interpersonal skills

• Private Health Insurance
• Pension Plan
• Performance Bonus
• Training & Development
• Paid Time Off

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives. 

So if you believe in inspiring a better future, read on.

About the Role

Routine Operations (60%)

Management Support Team
- Lead the team to ensure smooth and timely operations with accuracy and efficiency on agency leader challenges/appointment, external awards application, external/agency sponsorship, Agency Share Purchase Plan, Agency Enhancement Program, DD Growth Bonus etc.
- Analyze the trend of the above program to provide insight for further improvement on program efficiency and operation efficiency to management
- Oversee appeal management for agent appointment/external awards, recommend appeal decision for management endorsement as well as to prepare & review related statistics for management review
- Monitor the operation of Agency sponsorship to ensure proper approval is sought and overall expenses is within annual budget
- Support DD meeting in control of the communication materials to ensure management direction has been communicated in an efficient and professional manner
- In charge of the annual review exercise for agency manuals to liaise with all relevant departments to ensure timely update and communication with agency
- Ensure agency enquiries via email to the agency enquiry mailbox are responded timely
- Deal with business partners to support agency communication and smooth operation

Agency Operations Team
- Lead the team to provide timely, accurate and quality administrative support to agency, including but not limited to agency administrative staff code maintenance, AIG Protector Enrollment, MDRT registration etc. as assigned by management.
- Lead the team to take up appeal management for agent benefits, conventions & contests; recommend appeal decision for management endorsement as well as to prepare & review related statistics for management review
- Oversee the handling of agent’s related complaints as well as HKFI/ IA/ MPFA correspondence, etc. and liaise with Agency Business Development Teams and related departments on agency compliance related tasks/case investigation and to maintain case record and report
- Supervise the team to provide office administration support to the department

For both Management Support Team and Agency Operations Team

- Participate in company/agency events/ special task force/projects/committees as assigned with regards to agency business development’s initiatives and business/agents activities, etc.
- Manage and coordinate the projects assigned by immediate manager
- Perform job rotation when and as required
- Perform other responsibilities and duties as assigned by immediate manager in order to meet business requirements

Agency Admin Transformation (20%)

- Actively take part in departmental transformation project, review and provide recommendations to streamline and eliminate non-value added workflows/ procedures to improve efficiency and accuracy as well as assist to establish documented workflows/procedures

Staff Management (20%)

- Manage and supervise subordinates’ job performance, provide guidance, coaching & training to them; skill transfer to uplift their skills and to groom them to ensure business continuity
Others:
- You are required to obtain relevant license if your job involves in regulated activities
- Ensure team members who perform regulated activities have obtained the relevant licenses and fulfilled the licensing requirements

Education & Experience

• University graduated in any discipline
• Minimum 8 years working experience in insurance industry, preferably in areas of agency administration and/ or sales support, with at least 2 years’ relevant experience in managerial position
• Previous exposure in project management or other functions in an insurance company is definitely an asset.

Specific Skills

• Proficient in MS Office
• Highly motivated with high degree of flexibility and adaptability
• Good analytical, time management skills and attentive to details
• Good problem solving, organizing, time management as well as interpersonal and communication skills
• A good team player, enthusiastic and pursue for excellence
• Good command of both spoken and written English and Chinese

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.

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

Reoles and Responsibilities:

• Perform risk assessments on a wide range of financial risk topics such as strategic asset allocation, internal capital and solvency management, inforce management, product and reinsurance pricing.
• Provide timely and constructive feedback while working with local BU risk officers to develop risk mitigation strategies which are practical and commercially sound.
• Develop and/or review standards, guidance notes, templates and other governance “tools” to support financial risk management processes in local BU’s.
• Risk Appetite Statement & Tolerances: Primary accountability for the development, maintenance, and monitoring of the Group’s Risk Appetite Statement, principles and tolerances for the Group.
• Own Risk Solvency Assessment (“ORSA”) & Recovery Plan: Support the development of the annual ORSA and Recovery Plan for AIA Group, and identify potential business actions deriving from these analyses.
• Stress & scenario testing for capital planning purposes: Develop and apply the Group stress testing framework to monitor the Group’s solvency and financial strength both on an actual and prospective basis.
• Analyze and identify key risks of inforce portfolio, to generate value-adding insight for risk management purposes.
• Compile, review and provide expert commentary on insurance risk metrics and watchlists, working to the standard of reliability and clarity which is required for submissions to the Group Financial Risk Committee.
• Participate in financial risk-related ad-hoc projects based on senior management requests or external developments.

Minimum Job Requirements:

• Minimum 10 years’ actuarial experience in a life insurer/reinsurer
• Significant practical experience in the fields of life insurance/reinsurance capital management or product pricing or internal economic capital model
• Fellowship in a recognized international actuarial professional body
• Assertive, self-motivated and customer-orientated
• Sound problem solving and decision-making skills
• Strong leadership skills with the confidence to challenge consensus views
• Good communications and interpersonal skills
• Time management skills
• Strategic planning skills
• Computer literate in MS Office

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.

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.

If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Invesco Real Estate (IRE) was stablished in 1983 and manages global investments in direct real estate, real estate securities including equity and debt, infrastructure securities and master limited partnerships (MLPs). IRE has US$89 billion in assets under management, and focuses on top-down fundamentals and bottom-up local market expertise. Our global presence allows us to identify, secure and manage the best investment opportunities in the most attractive markets.

Summary Description:

The Analyst Program provides an opportunity to work for a top-tier global Real Estate Private Equity business across multiple disciplines including Portfolio Management, Acquisitions and Asset Management. The candidate will work closely with experienced investment professionals and receive extensive on-the-job training in each of these fields.

Depending on the individual’s performance, the analyst may be offered a permanent position at the end or during the 24-month program, if they have displayed the required competencies and delivered high quality output. Performance will be assessed throughout the program.

Primary Duties/Responsibilities Include:

• Working with the Portfolio Management team to monitor and manage existing fund parameters, maintain fund models and preparing investor reports
• Creating and editing investor presentations and fundraising materials under the supervision of Portfolio Management and CPM teams
• Assisting the Acquisitions team with deal screening and underwriting across APAC, including cash flow modeling, return sensitivities, verifying assumptions, market research, due diligence, etc.
• Assisting Asset Management in day-to-day active management including capex planning, sell-hold analysis, lease approval memos, refinancing scenarios, preparing annual business plans, updating asset performance and regular reporting

Formal Education: 

• Educated to at least degree level, ideally in property, engineering/science, finance, economics or business studies

Work Experience/Knowledge/competencies:  

• 1 - 2 years’ professional experience in finance/investment banking, property brokerage, auditing, consulting, or related fields
• Proficient in Excel and basic financial modelling
• Familiarity with real estate investment fundamentals, would be beneficial
• Superior quantitative analytical and numerical ability
• Strong problem-solving ability
• Excellent communication skills, both oral and written. Chinese & other Asian language skills a definite advantage

Abilities/Personal attributes:                                        

• Highly numerate
• Proficiency with Excel and basic financial modelling
• Strong time management ability, able to prioritize and manage multiple priorities
• Ability and willingness to work across multiple disciplines
• Flexible, adaptable, can-do and proactive attitude
• Highly motivated with a professional manner
• Committed to high standards with a focus on attention to detail
• Ability to operate effectively in a cross-cultural environment

Full Time / Part Time

Worker Type

Job Exempt (Yes / No)

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with one day working outside an Invesco office.