[chubb Life] Manager, Investment
1 week ago
Job Requirements
1. Investment management
- Establish and control budgeting and planning for investment activities of the company and clients
- Build the periodic investment plan through comprehensive market information research and well-analysed investment recommendations.
- Implement investment activities and asset allocation as plan and approval from IOC and IC and in compliance with regulations and internal rules.
- Be Accountable for investment result hit target, stay competitive with market players and in compliance with all relevant requirements/regulations.
- Analyze performance and recommend alternatives to enhance business performance through regular investment reports to update management and relevant stakeholders on the investment portfolio performance.
- Build & improve high-level fixed income & equity investment methodology and execution framework to deliver CFMC future expansion plan.
2. Market research and investment analysis
- Perform regular macro economy research and update Management on the market trend particularly for interest rate for the purpose of long term investment planning.
- Research investment instruments related to fixed income securities & listed equity, provide timely update on macro economics, interest trend and stock market fluctuation. Proposing investment for the investment implementation of funds managed by CFMC (Including seeking investment opportunities, conducting analysis to provide making recommendations on investment, commerce and arranging investments, implementing investment transactions).
3. New fund launching and new initiative implementation
- Take active role in preparation for new fund launching, provide professional and insightful input for the fund investment strategy and implementation.
- Take part in financial analysis related to Life insurance business
- Lead the new initiatives for continuous improvements including automation work related to investment reporting and fund admin system for better operation efficiency and risk management.
4. Organizational development
- Share professional knowledge and build trust and ensure smooth back-up within the team
- Provide mentoring and coaching for junior colleagues for their long term development.
- Deliver professional training to the colleagues where required.
5. Other assignments where required
Work Experience
- Possess at least Bachelor Degree
- Requires at least 5 year experience in banking, securities or fund company
- Fund management certificate by SSC is a must, CFA is desired
- Strong interpersonal skill
- Team player with ability to work with various stakeholders & levels of employees/executives
- Good network with professional investment community
- Proactive initiative and communication style
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