Investment Planning Analyst
AXA
HONG KONG
1天前

Description

Main purpose of the job :

Support the reporting and planning processesof investment activities, including portfolio performance analysis, monitoringof investment activities, projection of earnings and development of strategic investmentplans, covering both Life and General Insurance businesses.

Key accountabilities :

  • Support the monitoring, reporting and planning activities of Investment :
  • a.Produceportfolio summaries and performance analyses across multiple asset classes includingfixed income, equities, derivatives and alternative investments

    b.Collaboratewith asset managers, risk management, actuarial and finance teams to understandthe business, collect inputs for analysis, communicate investment informationand deliver management reports in an accurate and timely manner

    c. Monitorstrategic and tactical investment positions

    d.Supportthe design, implementation and enhancement of operating models, processes andtools for investment reporting, projection and data management

    e. Ensureall reports and databases are aligned with Internal Audit recommendations (includingsecurity, usage, and data quality)

    f.Ensure the documentationof reporting processes is updated on a regular basis

    2. Preparedocuments for the local investment committees and board meetings :

    a.Produceinvestment monitoring and performance reports covering asset allocation,portfolio returns, investment yields, earnings, solvency ratio, risk profiles,risk appetite fulfilment and derivative positions, among others

    b.Assistin producing presentations of investment-related projects

    3. Supporttreasury-related activities, earnings analysis and IFRS budgeting :

    a. Track,monitor and project available cash

    b. Collaboratewith finance and actuarial teams to prepare regular views on IFRS results of investmentactivities

    c. Supportthe development of strategic investment plans and investment income budgets

    d.Monitor,track and explain the development of realized performance versus agreed budgets

    4.Report investmentactivities and performance to the Group headquarters :

    a.Reportto the Group all investment activities

    b. Supportthe discussion with the Group on month-to-date and year-to-date investments,earnings and portfolio performance

    c. Trackrealized investments versus plans

    5. Supportinternal control activities to ensure investments are aligned with Groupstandards and policies

    6. SupportCorporate Centre (aka regional office) activities covering AXA entities in AsianMarkets ex. Japan

    Qualifications

    Experience and Qualifications :

  • Degree holder from a reputable university specializing infinance, risk management, actuarial, accounting and / or IT related disciplines
  • Ideally 2-3 years working experience in investment orinsurance areas with a major financial institution, fresh graudate will be considered
  • Strong knowledge of Excel. VBA knowledge preferred but notnecessary
  • Technical competence in spreadsheet modeling and strongquantitative financial skills, including the use of financial informationsystems (e.g. Bloomberg)
  • Qualification or studying towards completion of recognized financialdesignations (e.g. CFA, FRM, CAIA) preferred
  • An independent individual and a team player
  • Fluent English verbal andwritten
  • What We Offer

    We offer excellent career prospects and attractive remuneration package to the right candidates.

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