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
Fund Performance Analysis:
• Conduct quantitative fund analysis to dissect the feature and performance of AIMHK’s as well as competitors’ fund products.
Portfolio Modelling & Simulation:
• Conduct portfolio modelling, simulation, and back-testing to validate and support new product ideas.
Fund Ranking Modelling:
• Manage and maintain an in-house developed Visual Basic fund ranking model.
Model Portfolios For ILAS/PLP Customers:
• Assist AIAHK’s ILP team with the development and ongoing monitoring of model portfolios for ILAS/PLP customers.
Stakeholder Management:
• Establish good rapport with stakeholders within AIA Group, including AIAHK (e.g. investment, ILP & MPF teams), Group Investment (e.g. GIMO) and AIAIM in Singapore.
Roles and Responsibilities:
Fund Performance Analysis
- Conduct quantitative fund analysis to dissect the feature and performance of competitors’ fund products.
- Conduct multi-dimensional fund comparison between AIMHK’s funds and competing funds.
- Work with Group Investment’s Middle Office, AIMHK’s investment teams and AIAHK’s stakeholders to prepare regular and ad hoc fund performance related reports.
Portfolio Modelling & Simulation
- Conduct portfolio modelling, simulation and back-testing to validate and support new product ideas.
- Propose optimal asset and/or regional allocation mix for new fund products based on in-depth quantitative analysis and simulation.
Fund Ranking Modelling
- Manage and maintain an in-house developed Visual Basic fund ranking model.
- Run the fund ranking model on a regular basis and report the ranking results to AIAHK’s ILP team as part of AIMHK’s Type 4 advisory services.
Model Portfolios For ILAS/PLP Customers
- Assist AIAHK’s ILP team with the development and ongoing monitoring of model portfolios for ILAS/PLP customers.
- Conduct in-depth fund style and scenario analysis on funds on AIAHK’s ILAS platform to enhance the performance of model portfolios.
Ad hoc Quantitative Analysis
- Provide ad hoc quantitative analysis on investment fund markets.
- Communicate the findings to fellow colleagues of the Product & Business Development team.
Stakeholder Management
- Establish good rapport with stakeholders within AIA Group, including AIAHK (e.g. investment, ILP & MPF teams), Group Investment (e.g. GIMO) and AIAIM in Singapore.
- Provide investment & fund related supports to the MPF and ILAS teams of AIAHK.
Minimum Job Requirements:
- At least 10 years of experience in quantitative finance or portfolio/fund analysis in fund houses, investment banks or financial institutions.
- Postgraduate qualification in mathematics, statistics, econometrics, actuarial science, or quantitative-related subjects.
- Well-verse in Visual Basic, Bloomberg and Morningstar system.
- Investment-related professional qualification (e.g. CFA, FRM or CIPM).
- In-depth understanding of quantitative dynamics of major asset classes, including equities, bonds and currencies.
- Ability to quantitatively translate investment product ideas into model portfolios and perform portfolio simulation.
- Knowledge of retail financial markets and wealth management products.
- Strong presentation and report-writing skills.
- Good team player with strong coordination skills to work with colleagues from various cultural background.
Others:
- You are required to obtain the relevant license(s) 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.