Manager, Alternative Assets

FWD Insurance; Hong Kong; On-site; HKD 900,000 - 1,400,000; Full time

Job summary

FWD Group is seeking an experienced investment professional to support the Head of Alternative Investments in sourcing, evaluating and executing private market investments. You will manage due diligence, build financial models, and coordinate across internal teams and external advisers to progress transactions on time.

The role requires around 5 years in investment banking or private markets, with CFA or actuarial qualifications as an advantage. Degree in Finance, Tech, or Engineering is sought.

Qualifications

• Around 5 years of investment banking, transaction execution or private market investment experience.
• CFA charter or actuarial qualification an advantage.
• Degree in Finance, Technology, Engineering, or related discipline.

Responsibilities

• Independently manage investment due diligence and execution on assigned private market transactions (buyout, private credit, real assets).
• Coordinate with internal and external counsel on negotiation and documentation of transaction agreements.
• Design and build detailed financial analyses and models, and prepare reports and papers to support approvals.
• Develop and maintain portfolio projection and monitoring dashboards that inform deployment and divestment decisions.
• Coordinate complex investment processes end-to-end across cross-functional teams.
• Train and review the work of junior staff on investment analysis and modelling.

Skills

Buyout knowledge

Private assets

Financial modelling

Excel modelling

Valuation

Education

Bachelor's degree in Finance/Tech/Engineering or related

Tools

Excel

Dashboards

Job description

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 40 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828.

For more information, please visit www.fwd.com

PURPOSE

• Support the Head of Alternative Investments in sourcing, evaluating and executing private market investments across buyout, private credit and real assets.
• The role independently manages due diligence and transaction processes on assigned deals, and produces the analyses, models and portfolio reporting that underpin investment recommendations to Group committees. It serves as a coordination point between investment counterparties, external advisers and FWD's internal functional teams, ensuring transactions are progressed accurately and on time.
• The role also contributes to the development of junior analysts.

KEY ACCOUNTAIBILITIES

• Independently manage investment due diligence and execution on assigned private market transactions (buyout, private credit, real assets), applying asset-class knowledge to assess risk, return and structure.
• Coordinate with internal and external counsel on the negotiation and documentation of transaction agreements, tracking issues to resolution and escalating material points.
• Design and build detailed financial analyses and models, and prepare reports and papers to support internal, regulatory and Group committee approvals.
• Develop and maintain portfolio projection and monitoring dashboards that inform decisions on new deployment, divestment and strategic partner discussions.
• Coordinate complex investment processes end-to-end across investment counterparties, Group and local functional teams (investment, actuarial, risk, legal, finance).
• Train and review the work of junior staff on investment analysis, Excel modelling and reporting tasks.

QUALIFICATIONS / EXPERIENCE

• Around 5 years of investment banking, transaction execution or private market investment experience.
• CFA charter or actuarial qualification an advantage.
• Degree in Finance, Technology, Engineering, or related discipline

KNOWLEDGE & TECHNICAL SKILLS

• Private asset classes: Working knowledge of buyout, private credit and real assets (e.g. infrastructure, real estate, royalties, timberland) — including fund, co-investment and direct structures, typical deal mechanics, fee and waterfall arrangements, and key risk and return drivers of each class.
• Corporate finance & valuation: Discounted cash flow, comparable company and transaction multiples, LBO and credit analysis; ability to assess capital structure, leverage, covenants and downside scenarios.
• Financial modelling (Excel): Building and maintaining cash-flow, projection and portfolio-monitoring models; sensitivity and scenario analysis; clear, auditable model structure and documentation.
• Transaction documentation: Familiarity with the principal legal and commercial terms in term sheets and transaction agreements sufficient to coordinate diligence and track issues with internal and external counsel.
• Data & reporting tools: Proficiency in producing reports and dashboards and working with investment data sources to synthesise large data sets into actionable insight.