About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves more than 38 million customers across 10 markets, including BRI Life in Indonesia. FWD's customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828.

For more information, please visit

For more information about FWD Hong Kong, please visit .

You will support senior portfolio managers in cash, liquidity management and portfolio construction across different asset classes, ensuring portfolios remain aligned with liability driven investment objectives. The role involves close collaboration across Investment, Investment Operations, Actuarial, Risk and Finance functions to deliver robust portfolio implementation, analysis, and reporting. You will also be involved in various investment transformation projects and be part of a dynamic investment team that encourages cross function collaborations and teamwork with a can do attitude.

The Job

Support senior portfolio managers in optimising and execute cash management, and portfolio construction, in line with strategic asset allocation objectives
Contribute to asset allocation, portfolio positioning, and implementation decisions across asset classes
Maintain and enhance business planning models to project future asset allocation and cashflow requirements
Prepare regular portfolio analytics and investment reports for internal stakeholders and external parties
Track and monitor external investment managers against agreed targets, guidelines, and deliverables
Act as a subject matter expert on Bloomberg AIM and the internal portfolio management database to ensure data integrity, efficiency, and control
Conduct fund and portfolio analysis and respond to adhoc information and research requests from internal and external stakeholders
Support investment transformation and other initiatives related to investment, operations and portfolio management

The Person

To succeed in this role, you should possess strong analytical capabilities, sound investment knowledge, and a proactive mindset.

Requirements include:

Bachelor's degree in a relevant discipline CFA qualification or candidacy is a plus
Minimum of 5 years experience in investment management or in a finance related discipline experience in the insurance industry is advantageous but not essential. Candidates with less than 5 years of work experience will also be considered, subject to prior exposures and industry experience
Solid understanding of portfolio management, asset allocation, financial markets and investment principles across major asset classes
Strong attention to detail with the ability to work effectively under pressure and meet tight deadlines
Selfmotivated, wellorganised, and able to manage multiple priorities while addressing competing demands
Strong communication and project management skills, with the ability to work collaboratively in a team environment
Track record in being a strong team player with demonstrated support of other functions as and when needed
Background knowledge in actuarial science, accounting, or risk management is an advantage but not a requirement
Demonstrated interest in automation and process improvement experience with Excel VBA and Power BI is highly desirable
Proficient in Bloomberg (AIM, PM, PORT), Microsoft Excel, Co-Pilot and PowerPoint

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.

Senior Investment Analyst

Senior Analyst/ Assistant Manager, Investment Portfolio Management & Construction