Senior Associate Director, Alternative Investments

FWD Insurance; Hong Kong; Presencial; HKD 900.000 - 1.300.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

5-day work week

20-22 days annual leave

Learning & development opportunities

Attractive compensation package

Descripción de la vacante

FWD Group in Hong Kong seeks an experienced investment professional to execute and manage alternative investments across private credit, infrastructure, private equity, and other illiquid strategies. You will engage with external managers, lawyers, and custodians to drive deal execution, closing readiness, and post-close actions.

The role requires at least 8 years in investment management, strong analytical and governance knowledge, and excellent communication with multiple stakeholders.

Formación

• Bachelor’s degree in Finance, Economics, Accounting, Actuarial Science, or a related discipline; CFA qualification/candidacy is a plus
• At least 8 years of experience in investment management, alternative investments, private markets, transaction execution, or related financial services; institutional investment experience preferred
• Good understanding of alternative asset classes (private equity, private credit, infrastructure, real assets, co-investments, and fund investments) and transaction execution processes
• Strong execution skills with attention to detail and ability to manage multiple transactions and stakeholders
• Sound knowledge of private market trends, liquidity, legal, tax, regulatory, and risk considerations
• Strong communication and stakeholder management skills, with ability to collaborate across functions and external partners
• Proactive, commercially minded, and results-oriented with ownership from deal execution through post-investment monitoring
• Familiarity with insurance investment considerations (capital, liquidity, accounting, risk, governance) is an advantage
• Strong analytical and reporting skills, with experience preparing management reports, trackers, and investment materials
• Proficient in Excel, PowerPoint, Power BI, and investment/workflow management systems; automation experience is a plus

Responsabilidades

• Drive the execution and transaction management of alternative investment opportunities across private credit, infrastructure, private equity, real assets, structured solutions, and other illiquid or semi-liquid strategies
• Maintain active dialogue with external managers, general partners, arrangers, advisors, legal counsel, administrators, custodians, and other transaction counterparties to support deal execution and closing readiness
• Translate approved alternative investment decisions into actionable execution plans with timelines, funding requirements, due diligence, legal and tax review coordination, onboarding, and closing deliverables
• Coordinate execution with Group and local stakeholders to align with allocation priorities, liability needs, cashflow planning, accounting, and regulatory requirements
• Monitor transaction pipelines, capital calls, subscription processes, closing conditions, documentation progress, and risks to support discipline and escalation
• Prepare transaction updates, trackers, closing checklists, due diligence summaries, investment committee materials, and post-execution reports for senior management and investment committees
• Track external manager activities, fund docs, side letters, fee terms, reporting obligations, and adherence to investment, operational, and governance requirements
• Contribute to platform development, process improvement, data quality, reporting, document management, and workflow initiatives that enhance execution discipline
• Prepare regulatory filings and reporting as necessary

Conocimientos

Deal execution

Stakeholder management

Analytical reporting

Excel

Power BI

PowerPoint

Educación

Bachelor's degree in Finance, Economics, Accounting, Actuarial Science, or related discipline

CFA qualification/candidacy is a plus

Herramientas

Excel

Power BI

PowerPoint

Descripción del empleo

FWD Group in Hong Kong seeks an experienced investment professional to execute and manage alternative investments across private credit, infrastructure, private equity, and other illiquid strategies. You will engage with external managers, lawyers, and custodians to drive deal execution, closing readiness, and post-close actions.

The role requires at least 8 years in investment management, strong analytical and governance knowledge, and excellent communication with multiple stakeholders.