Investment Operations Leader — Automation & Transformation

AIA

Hong Kong

On-site

HKD 900,000 - 1,500,000

Full time

14 days+

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Job summary

AIA Hong Kong is seeking an experienced Investment Operations Lead to oversee day-to-day operations, NAV production, and vendor governance. You will drive process transformation and automation, leveraging Power Platform and AI-enabled tools to enhance efficiency and control.

Strong English and leadership skills are essential for collaborating across teams and with external providers. The role emphasizes end-to-end ownership, data-driven decision making, and delivering reliable customer outcomes

Qualifications

  • Bachelor's degree in Business Administration, Finance or related discipline.
  • At least 7 years of relevant experience in investment operations or related functions.
  • Strong understanding of NAV oversight, reconciliations, cash management and service provider oversight.
  • Experience in operational transformation, process improvement, workflow redesign or automation initiatives.
  • Experience in system implementation, enhancement projects and UAT testing.
  • Familiarity with investment systems such as Aladdin, Eagle, Citidirect or similar platforms.
  • Advanced proficiency in Microsoft Office applications, particularly Excel.
  • Experience leveraging technology, automation tools or AI-enabled solutions to improve operational efficiency.
  • Strong analytical, project management and stakeholder management skills.
  • Self-motivated and able to balance BAU with change initiatives.
  • Good command of written and spoken English.

Responsibilities

  • Oversee day-to-day investment operations, including trade lifecycle management, cash management, reconciliations and corporate actions.
  • Oversee NAV production, valuation controls and reconciliation processes with external providers.
  • Vendor management and governance of outsourcing providers, custodians and fund administrators.
  • Drive operational transformation through process redesign, workflow automation, and system enhancements.
  • Develop automated management reporting, dashboards and operational metrics.

Skills

Excel
Power Platform
Automation
Process improvement
Stakeholder management
Project management
AI tools

Education

Bachelor's degree (business/finance/IT)

Tools

Aladdin
Eagle
Citidirect
Power Platform

Job description

AIA Hong Kong is seeking an experienced Investment Operations Lead to oversee day-to-day operations, NAV production, and vendor governance. You will drive process transformation and automation, leveraging Power Platform and AI-enabled tools to enhance efficiency and control.

Strong English and leadership skills are essential for collaborating across teams and with external providers. The role emphasizes end-to-end ownership, data-driven decision making, and delivering reliable customer outcomes

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