Investment Officer
スキル
職務内容
Job Description Summary:
The position is primarily responsible for supporting mainly the Investment-Linked (ILP) funds function under Investment Department in AIA Singapore which includes (i) investment solutioning/ proposition and implementation, (ii) investment performance monitoring and reporting. (iii) funds related operational and governance processes. Ultimately supporting the Investment Function as a whole in AIA Singapore.
Job Description:
Mainly supporting and contributing towards the overall growth in the ILP funds function under Investment Department in AIA Singapore.
Investment Solutioning/ Proposition and Implementation
• Participate in the development and implementation of new funds and enhancements of existing funds. This includes working with internal and/or external stakeholders on fund selection/ creation, portfolio construction, obtaining the necessary approvals.
• Ensure the compliance of funds to regulatory requirements as well as internal guidelines.
• Conduct analysis on market trends and competitive landscape to drive fund proposition in line with key business objectives.
• Contribute to the development of fund marketing materials.
• Work with internal and/or external stakeholders to create investment insights, market and fund updates for distribution channels and/or end clients.
• Conduct presentations to distribution channels on investments and funds.
• Responsible for the end-to-end lifecycle management of funds.
• Ensure efficient processes and controls are in place to support growth.
Investment Performance Monitoring and Reporting
• Provide investment analytical support for investment performance analysis and reporting.
• Produce reports for various internal and external reporting.
The incumbent is also required to perform other responsibilities and duties periodically assigned by supervisor or HOD to meet other requirements/responsibilities of the Investment team.
Minimum Job Requirements:
Education
• At least a Bachelor's degree in Finance, Economics or a related discipline. Master’s degree and/or additional professional qualifications such as CFA preferred.
Experience and key skill sets
• Minimum of 5 years of relevant experience in the Investment, Asset Management or Insurance industry.
• Strong interest in investment management, investment analysis, and project management.
• Collaborative, communicative, responsible, and a strong team player is a must.
• Ability to deal with tight timelines and different stakeholders is a must.
• Strong critical thinking and analytical skills; accuracy and detail orientated; excellent communication skills; able to articulate and verbalize thoughts, ideas, and reasoning.
• Familiar with Morningstar, Bloomberg and proficiency in MS Office applications (including Excel, Power Point, Word) is required.
• Excellent written and verbal communication skills and presentation skills