Analyst, Alternatives Portfolio Management

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/.

The Job

• Provide a monthly projection of Alternatives future investment requirements after consideration of existing portfolio, commitments, cashflow expectations and SAA targets based on business plan projections

• Review results of investment performance/return calculations for accuracy and analyze performance attribution and provide monthly, quarterly and annual reports

• Provide regular Alternative investment portfolio analysis and reporting and work closely with Senior team members

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

• Support senior Alternative portfolio managers to research global Alternative asset classes, sectors and geographies to provide key inputs to Alternatives portfolio strategy

• Support in managing cashflows, contract management and maintenance for portfolio of Alternative assets

• Assist on identifying and sourcing high-quality Alternative investment opportunities through various channels, staying updated on industry trends and emerging technologies

• Assist on structuring and negotiating investment terms, and coordinate with legal advisors to finalize Alternative investment transaction agreements

• Assist on conducting due diligence and related tasks

• Prepare investment memos, financial models, and presentations for potential investment opportunities

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.