Intern, Investment & ALM

CTF Life; Hong Kong; On-site; HKD 89,000 - 167,000; Full time

Job summary

Chow Tai Fook Life Insurance Company Limited is seeking an Investment & ALM Intern to support the Investment & ALM team with portfolio monitoring, market research, reporting, and data analysis in a professional investment setting. You will conduct market research, prepare market commentary, monitor performance and risk metrics, and help maintain investment databases and dashboards.

The role also involves automating data collection using Excel, Power BI, and Python, and supporting the team with

Qualifications

• University postgraduate or undergraduate students in Actuarial Science, Statistics, finance or related disciplines.
• No prior full-time work experience required.
• Internship or project experience in finance, investment, or related fields is a plus.
• Experience with financial data platforms (e.g., Bloomberg) is advantageous but not mandatory.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Detail-oriented, self-motivated, and able to work independently and in a team.
• Interest in financial markets and a willingness to learn.

Responsibilities

• Conduct research on financial markets, economic trends and industry developments.
• Assist in preparing market commentary and investment insights for internal use.
• Help monitor portfolio performance and risk metrics.
• Prepare regular investment reports and presentations for internal stakeholders.
• Maintain and update investment databases and dashboards.
• Assist in automating data collection and reporting using Excel, Power BI, Python, or other tools.
• Provide general support to the investment team, including scheduling meetings and documenting research findings.
• Participate in team meetings and discuss investment strategies and opportunities.

Skills

Analytical thinking

Problem-solving

Communication

Attention to detail

Teamwork

Self-motivation

Education

Actuarial Science

Statistics

Finance

Tools

Bloomberg

Job description

As an Investment & ALM Intern, you will support the Investment & ALM team in portfolio monitoring, market research, reporting, and data analysis. This role provides valuable exposure to financial markets, investment management, and asset liability management activities within a professional investment environment.

What the role is?

• Conduct research on financial markets, economic trends, and industry developments
• Assist in preparing market commentary and investment insights for internal use
• Help monitor portfolio performance and risk metrics.
• Prepare regular investment reports and presentations for internal stakeholders.
• Maintain and update investment databases and dashboards.
• Assist in automating data collection and reporting processes using Excel, Power BI, Python, or other tools (if applicable).
• Provide general support to the investment team, including scheduling meetings, preparing materials, and documenting research findings.
• Participate in team meetings and contribute to discussions on investment strategies and opportunities.

What we look for?

• University postgraduate or undergraduate students major in Actuarial Science, Statistics, finance or related disciplines
• No prior full-time work experience required
• Previous internship or project experience in finance, investment, or related fields is a plus
• Experience with financial data platforms (e.g., Bloomberg) is advantageous but not mandatory
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Detail-oriented, self-motivated, and able to work both independently and in a team environment
• Interest in financial markets and a willingness to learn

Personal Information Collection Statement

At Chow Tai Fook Life Insurance Company Limited (“the Company”) we respect the privacy of your personal data and are committed to fully complying with the Personal Data (Privacy) Ordinance (“the Ordinance”). The personal data that we collect and/or hold (whether contained in this application form or otherwise obtained) includes your personal details, contact information, education and training details, employment details, financial details, and information on your social circumstances. Provision of personal data by you is mandatory for selection purposes. Personal data collected through this application will be used by the Company to assess your suitability to assume the job duties of the position for which you have applied. The Company may not be able to process your application if you fail to provide your personal data. Applicants not contacted within four weeks after the interview / test may consider their application unsuccessful. The information provided will be kept for 2 years for consideration of other suitable posts.