Manager, Investment Services

AIA Shared Services; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

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

Build a healthier and more sustainable future for everyone. At AIA, your skills, perspective and ideas can contribute to our Purpose of helping millions of people live Healthier, Longer, Better Lives. Across our diverse markets, you will take on meaningful challenges, collaborate with talented colleagues and help turn ideas into positive outcomes for our customers and communities. Join us to shape what comes next, grow through new experiences and extend your impact across Asia.

About the Role This role contributes to the delivery of customer outcomes that are reliable, thoughtful, and create meaningful impact for customers and society. The role holder is expected to embed a customer first mindset in all decisions and actions by developing a clear understanding of customer needs, taking end to end ownership to resolve issues, and working collaboratively across teams to continuously enhance the customer journey—both directly and indirectly.

This position is responsible for overseeing investment operations activities and driving operational transformation initiatives across AIMHK's investment operating model. The role combines operational oversight responsibilities with process automation, workflow redesign, system enhancement and technology adoption initiatives. The role will:

• Oversee day-to-day investment operations, including trade lifecycle management, cash management, reconciliations and corporate actions.
• Drive operational transformation through process redesign, workflow automation, system enhancements and technology adoption.
• Support fund administration oversight, fund lifecycle events and operational governance activities.
• Drive the adoption and effective use of AI-enabled tools and data-driven solutions to enhance operational efficiency, scalability and control effectiveness.
• Partner with internal and external stakeholders to deliver operational excellence and strategic business objectives.

Roles and Responsibilities:

A. Investment Operations Oversight (~60%)

Daily Operations Oversight Supervise staff and oversee day-to-day investment operations activities. Monitor trade lifecycle activities, settlement status, cash positions and corporate actions processing. Oversee outsourcing agents and service providers supporting investment operations. Ensure timely resolution of operational issues, reconciliation breaks and settlement exceptions.

Fund Administration Oversight Oversee NAV production, valuation controls and reconciliation processes performed by external service providers. Coordinate with custodians, fund administrators, auditors and portfolio managers on operational matters. Support fund lifecycle events including fund launches, mergers, restructuring and termination activities.

Vendor Management and Governance Conduct due diligence reviews and oversight of outsourcing providers, custodians and fund administrators. Monitor service level performance and escalation management processes.

B. Operational Transformation and Process Enhancement (~40%)

Process Transformation Identify process inefficiencies, manual touchpoints, control weaknesses and operational risks and develop target-state operating models. Develop and maintain process maps, operating procedures, control frameworks and workflow documentation.

Automation and Technology Enablement Drive automation initiatives using available technologies, including Microsoft Power Platform, AI-enabled tools, workflow automation solutions and system integrations. Develop automated management reporting, dashboards and operational metrics to improve transparency and decision-making.

Minimum Job Requirements:

• Bachelor's degree in Business Administration, Finance, Accounting, Information Systems or related discipline.
• At least 7 years of relevant experience in investment operations, fund operations, fund administration, middle office or related functions within financial institutions.
• Strong understanding of investment operations, fund administration and operational control processes.
• Experience in operational transformation, process improvement, workflow redesign or automation initiatives.
• Experience in system implementation, enhancement projects and UAT testing.
• Knowledge of NAV oversight, reconciliations, cash management and service provider oversight.
• 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, proactive and able to balance business‑as‑usual responsibilities with change initiatives.
• Good command of written and spoken English

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives. You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

"Better" starts with people who reimagine what is possible and turn ideas into meaningful action. At AIA, you will contribute in your own way, help shape outcomes that matter and collaborate with colleagues across disciplines, teams, markets and levels. We will support you to broaden your perspective, strengthen your capabilities and grow your impact. Together, we challenge assumptions, learn from one another and find better ways forward. Bring your ambition, experience and ideas to AIA, and help shape what “better” looks like.

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