Senior Manager, Alternative Assets

FWD Insurance; Hong Kong; On-site; HKD 1,200,000 - 2,500,000; Full time

Benefits offered by this job

Restaurant d'entreprise

Indemnités de stage/alternance

Job summary

FWD Group seeks an experienced investment professional to support sourcing, evaluation and execution across buyout, private credit and real assets in Asia. You will lead due diligence, build financial models and prepare portfolio reports for senior committees.

You will coordinate with internal teams, external advisers and counterparties to progress transactions on time, while mentoring junior staff and deputising for the reporting manager as needed.

Qualifications

• Around 9 years of investment banking, transaction execution or private market investment experience.
• CFA charter, CAIA charter or actuarial qualification an advantage.
• Degree in Finance, Technology, Engineering, or related discipline.

Responsibilities

• Support the Head of Alternative Investments in sourcing, evaluating and executing private market investments across buyout, private credit and real assets.
• Lead due diligence and transaction processes, producing analyses, models and portfolio reporting for committee approvals.
• Coordinate with external advisers, counterparties and internal teams to progress transactions on time.
• Lead and develop junior team members and raise analytical capability.
• Deputise for the reporting manager on matters including oversight and coordination across groups.

Skills

Investment analysis

Financial modelling

Due diligence

Deal coordination

Leadership

Portfolio reporting

Excel modelling

Education

Bachelor's degree in Finance, Technology, Engineering, or related discipline

CFA/CAIA/Actuarial qualification an advantage

Tools

Excel

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.

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.
• Lead and develop junior team members, raising the analytical capability of the team.

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).
• Line-manage, train and review the work of junior staff on investment analysis, Excel modelling and reporting tasks.
• Deputise for the reporting manager on agreed matters, including process oversight and coordination across Group and local functional teams.

QUALIFICATIONS / EXPERIENCE

• Around 9 years of investment banking, transaction execution or private market investment experience.
• CFA charter, CAIA 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 or real assets (e.g. infrastructure, real estate) — 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.