Investment Business Management, Consultant - Kuala Lumpur, Malaysia - AIA

    AIA
    AIA Kuala Lumpur, Malaysia

    2 weeks ago

    AIA background
    Full time
    Description

    FIND YOUR 'BETTER' AT AIA

    If you believe in better, we'd love to hear from you.

    About the Role

    The incumbent will be leading the investment reporting and budgeting exercise, ensuring efficiency and effectiveness of the middle office unit in supporting the management of the company's investment assets.

    Investment Reporting & Data Analytics

    Responsible for investment-related reporting of investment dashboards, monthly fund performance updates, investment-linked fund annual reports, and fund fact sheets. This includes periodic reports for submission to regulators, risk management reporting, and other various reports supporting the Real Estate Investment and Mortgage department.

    Collaborate with other business partners such as Group Investment relating to AIA Malaysia's reporting requirements.

    Handles investment data requests from internal and external collaborators and undertakes ad-hoc projects or initiatives as assigned. Ensure the accuracy and timeliness of reports as per local reporting requirements.

    Assist to prepare presentation decks for Chief Investment Officer to present at EXCO meeting, Regional Chief Executive, and other strategic meetings.

    Investment Budgeting

    Responsible for the preparation of Investment's annual investment income budget. Ensure timeliness and completeness of data and the monitoring/ tracking of investment income, long-term operating profit after tax ("LTOPAT") and GOE monthly

    Compliance

    Ensure adherence to operating guidelines, processes, and procedures. Report any breaches or deviation with explanation on the root cause and produce remediation plans. Ensure audit trail is available for compliance and audit checks.

    Job Requirements:

    Education: Tertiary qualification in Accounting, Finance, Statistics, Economics and Mathematics fields. Other professional certification, such as CFA, FRM, and CPA are added advantage.

    Working Experience: Minimum 5 years of related working experience in investment related functions within the insurance industry, asset management companies or Banks.

    Other Requirements:

  • Possess good knowledge in investment performance and risk analytics calculation, and their implications on the business.
  • Good understanding and practical experience in quantitative finance.
  • Practical knowledge and usage of Microsoft Excel, Word, Power Point and Bloomberg Asset and Investment Manager (BLOOMBERG AIM).
  • Digital literacy and comfortable working with IT or technology-related systems.
  • Sound Project Management skills with good interpersonal, presentation and communication skills.
  • Process driven with structural approach.

    • If you are analytical and reporting savvy, we encourage you to apply for the role and grow with us