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About FWD Group
FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 34 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.
The Job
1. Investment Governance&Best Practice
Policy Stewardship: Work with relevant stakeholders in the creation, maintenance and updating of guidelines,policiesand documentations with external counterparties, including, among others, Investment Management Agreement
(IMA), investment policy, market risk guidelines, etc.
Reporting: Lead preparation and tracking of all internal and external reporting requirements, ensuringtimelysubmission and response to queries from stakeholders
Compliance Monitoring: Work with investment team colleagues in tracking,monitoringand documenting investment and execution activities in ensuring all activities align with internal risk appetites and external regulatory requirements
Best Practice Frameworks: Conduct periodic reviews of the investment process toidentifygaps in best-in-class standards.
2. Transaction Execution&Legal Support
Deal Coordination: Act as the one of the operational leads for the execution of new investments (Direct, Fund-of-Funds, or Co-investments)
Legal Liaison: Partner with internal and external legal counsel to review transaction documentation such as Subscription Documents, Side Letters, and NDAs.
Closing Management: Work with relevant investment team colleagues in the end-to- end closing process, including KYC/AML requirements, tax residency forms, and capital call coordination
3. Internal&External Reporting
Stakeholder Reporting:Assistin the preparation of various committee reporting and board packs, translating complex data into strategic insights
Regulatory Filings:Participatein the preparation and record filing of investment- related data for regulatory submissions, including investment position reports and queries
4. Transformation&Project Management
Process Automation:Identifyopportunities to automate manual data collection and reporting workflows
System Implementation: Coordinate and support where necessary the rollout of new systems and reporting modules for operational efficiencies
Change Management: Act as a bridge between the Investment team and IT/Data teams to ensure technical solutions meet front-office needs
The Person
5years of investment and management experience with university graduateinrelevant discipline
CFA and/or MBApreferred
In depth understanding of the investment management industry
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, andthink outside the box
Strong project management and communication skills
Stronganalyticalskills
Accounting and/or risk management knowledge is a plus
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.
Job ID: 139127707