Investment Strategist: Asset Allocation & Fund Oversight

AIA Hong Kong and Macau

Hinoba-an

On-site

PHP 5,632,000 - 9,387,000

Full time

14 days+
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Job summary

AIA Hong Kong and Macau is seeking an Investment Consultant to help manage investment funds and deliver investment solutions. You will support fund manager oversight and contribute to income targets and strategic goals.

The role requires strong analytical and communication skills, plus at least 5 years in investments or asset management. You will work within a framework of compliance and governance to ensure sound investment practices.

Qualifications

  • College graduate in Economics, Finance, Management, Accounting, Mathematics or Statistics.
  • Certifications CFA, FRM, TCP, CAIA or a master’s degree in Finance are an advantage.
  • At least 5 years of experience in investments, asset management or related roles.
  • Strong knowledge of financial markets and regulations; analytical, proactive and detail oriented.

Responsibilities

  • Ensure investment decisions help the company meet income targets and strategic goals.
  • Facilitate onboarding of new investment outlets, funds and instruments.
  • Represent investment management in Strategic Asset Allocation reviews.
  • Liaise with asset managers and oversee fund management activities.
  • Ensure compliance with internal standards and local regulations.

Skills

Analytical thinking
Problem-solving
Critical thinking
Communication skills
MS Excel
PowerPoint

Education

Bachelor's degree in Economics/Finance/Management/Accounting/Mathematics/Statistics

Tools

MS Excel
PowerPoint

Job description

AIA Hong Kong and Macau is seeking an Investment Consultant to help manage investment funds and deliver investment solutions. You will support fund manager oversight and contribute to income targets and strategic goals.

The role requires strong analytical and communication skills, plus at least 5 years in investments or asset management. You will work within a framework of compliance and governance to ensure sound investment practices.

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