Manager - Investment Performance Reporting & Analytics

AIA Hong Kong and Macau; Cyberjaya; On-site; MYR 120,000 - 180,000; Full time

Job summary

AIA is seeking a Manager for Investment Performance Reporting & Analytics to analyze investment portfolios' performance and risk. The role involves preparing reports, collaborating with teams, and ensuring compliance with policies. Candidates should have a strong background in finance, relevant tools, and skills in data analysis.

Qualifications

• 4-8 years of experience in investment performance reporting.
• Knowledge of investment performance analytics and reporting.
• Professional certifications in CIPM & CFA are advantageous.

Responsibilities

• Analyze performance and risk of investment portfolios.
• Produce and review Customized Performance Attribution & Risk reports.
• Coordinate with data providers and ensure quality of reports.

Skills

Performance Measurement

Risk Reporting

Analytical Skills

Communication Skills

Financial Markets Knowledge

Education

Degree in Finance or Technical Field

Tools

Bloomberg PORT

Eagle IBOR

Aladdin

Microsoft Power BI

Microsoft Excel

Job description

Manager - Investment Performance Reporting & Analytics page is loaded

Manager - Investment Performance Reporting & Analytics

Apply locations Cyberjaya, MY-AIA Shared Services Malaysia time type Full time posted on Posted 30+ Days Ago job requisition id JR-55711

FIND YOUR 'BETTER' AT AIA

We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.

We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.

If you believe in better, we’d love to hear from you.

About the Role

Responsible for analysing the performance and associated risk of the investment portfolios

• In charge of production/review of accurate Customized Performance Attribution & Risk reports for Equity (EQ), Fixed Income (FI), Balanced and Multi-Currency (Institutional) Portfolios within specified timescales.

• To prepare Daily Performance Attribution Reporting of various funds and asset class for the global clients.

• Preparing Returns, Attribution / Contribution analysis, Risk characteristics report of multi asset manager funds while crafting and maintaining ad-hoc customized reports.

• Identify, highlight and resolve the anomalies in Attribution, Risk and Performance numbers and provide the accurate justification.

• Proactive research and provide insight on investment performance, deviations from benchmark, asset allocation targets and portfolio movements to clients.

• Coordinate with data providers, colleagues and clients on issues relating to the quality and timeliness of data and the content of the reports.

• Collaborate with other teams and team members working for the same projects and identify business operational areas of improvements and propose appropriate action plans, along with performance reporting.

• Ensuring documentation of policies, procedures and work processes and ensuring compliance with set procedures, any other assignments given by the management from time to time.

• Provide business requirement to technical team for building performance reporting data model.

• Identify the areas of automation and shall be able to develop data scripting to access database tools independently.

Job Requirements :

• In-depth knowledge and understanding of Equity, Fixed Income and Multi Asset Class Portfolio Performance Measurement & Attribution reporting and Risk reporting.

• Experience in Investment Management Projects skills and have 4-8 years of relevant exposure in investment performance reporting

• Proficiency in Bloomberg PORT, Eagle IBOR, Aladdin, Microsoft Power BI and Microsoft Office applications particularly advanced Excel skills.

• Proven understanding and exposure to financial markets and various financial products (including performance analytics).

• Relevant working experience of data model and process design

• Strong presentation, verbal and written communication skills.

• A degree or equivalent experience in a Finance, Technical, Mathematical field

• Professional certifications in CIPM & CFA would be an added advantage

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.

BELIEVE IN BETTER

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.

As the largest listed company on the Hong Kong Stock Exchange, we’ve been proudly making a difference for people and communities across Asia for over a century. And we build on this every day with our ambition to engage one billion people to live Healthier, Longer, Better Lives by 2030.

If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way.
Inspiring and supporting you to thrive - not just at work, but in life.