ALM Analytics & Reporting Lead, Group Investments

FWD Group Management Holdings Limited; Hong Kong; On-site; HKD 1,200,000 - 1,800,000; Full time

Job summary

FWD Group is seeking an experienced ALM Analytics professional to support the ALM Analytics Lead in defining metrics and consolidating ALM positions across the Group. The role focuses on delivering management reports, risk monitoring, and data-driven commentary to enable informed ALM decisions.

The position emphasizes cross-functional collaboration with actuarial, investment, finance and risk teams to ensure data quality and timely reporting for GALMCO and GRC governance forums.

Qualifications

• 10+ years of experience in ALM, actuarial, investment, or financial risk management within insurance.
• Degree in Actuarial, Finance, Economics, Mathematics or related discipline.
• Professional qualification (FSA / FIA / CFA / FRM or equivalent) strongly preferred.

Responsibilities

• Define and roll out Group-wide ALM-related reporting requirements, with regular review to ensure ongoing appropriateness.
• Produce and monitor ALM risk metrics (e.g. duration gaps, key-rate duration, hedge ratios, etc.) across business units, and consolidate for Group management reporting.
• Develop reporting templates for business unit report and Group consolidation, and establish reporting processes and timeline.
• Automate ALM-related processes and accelerate reporting timeline to enable early indications on key risk positions and emerging trends to senior management.
• Perform sensitivity and stress testing on key ALM metrics as required.
• Provide clear analysis and commentary on changes in ALM positions.
• Ensure consistency of ALM metric definitions and reporting across BUs.
• Ensure data quality, reconciliation, and controls in all reporting outputs.
• Collaborate with other Group and BU functions (e.g. actuarial, investment, finance and risk teams) to validate data and reasonableness of results.
• Prepare materials for GALMCO, GRC and other governance forums

Skills

ALM concepts

Risk analytics

Data quality

Communication

Attention to detail

Education

Actuarial degree

Tools

Excel

Power BI

Job description

FWD Group is seeking an experienced ALM Analytics professional to support the ALM Analytics Lead in defining metrics and consolidating ALM positions across the Group. The role focuses on delivering management reports, risk monitoring, and data-driven commentary to enable informed ALM decisions.

The position emphasizes cross-functional collaboration with actuarial, investment, finance and risk teams to ensure data quality and timely reporting for GALMCO and GRC governance forums.