Investment Business Management, Consultant

AIA Hong Kong; Kuala Lumpur; On-site; MYR 150,000 - 200,000; Full time

Job summary

A leading financial services company in Kuala Lumpur is seeking a candidate for a role focused on investment reporting and budgeting. Responsibilities include preparing investment dashboards, ensuring compliance with guidelines, and assisting stakeholders with data requirements. This position is vital to support the management of investment assets and maintain accurate reporting practices. Candidates should have a commitment to contribute to a healthier, sustainable future for all. Career growth opportunities are available.

Qualifications

• Ensure accuracy and timeliness of investment-related reports.
• Coordinate with stakeholders for reporting requirements.
• Assist in preparing various investment and risk reports.

Responsibilities

• Responsible for investment-related reporting and budgeting.
• Prepare investment dashboards and performance updates.
• Ensure compliance with operating guidelines and procedures.

Job description

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

Sound like you? Then read on.

About the Role

• Responsible for investment-related reporting and investment’s annual investment income budgeting exercise.
• Support the Associate Director, Investment Governance and Business Management, in ensuring the efficiency and effectiveness of the middle office unit in supporting the management of the company’s investment assets.

• Investment Reporting & Data Analytics
• Responsible for investment-related reporting such as, but not limited to, the preparation of investment dashboards, monthly fund performance updates, investment-linked fund annual reports, and fund fact sheets.
• Assist in the preparation of periodic reports for submission to regulators.
• Assist in the preparation of risk reports.
• Coordinate with and manage other stakeholders such as Group Investment pertaining to AIA MY’s reporting requirements.
• Responsible for ad‑hoc investment‑related data needs/requests from internal and external stakeholders.
• Undertake and drive ad‑hoc projects/initiatives as required.
• Ensure the accuracy and timeliness of reports as per local reporting requirements.
• Assist to prepare various presentation decks for CIO for purposes of presenting at EXCO, RCE and other management/strategic meetings.
• Assist to prepare various reports supporting Real Estate Investment and Mortgage department.

• Investment Budgeting
• Responsible for the preparation of Investment’s annual investment income budget.
• Ensure timeliness and accuracy of data and the monitoring/tracking of investment income, long term operating profit after tax ("LTOPAT") and GOE on a monthly basis.

• Compliance
• Ensure adherence to operating guidelines, processes and procedures.
• Report any breach/deviation with explanation on root cause of breach/deviation and remediation plans.
• Ensure audit trail is available for compliance and audit check.

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.