Senior Investment Strategy Lead – ALM/LDI

AIA (Web); Makati; On-site; PHP 2,000,000 - 3,500,000; Full time

Job summary

AIA Philippines is seeking an Investment Principal to support General Account portfolios, performing portfolio analysis, implementation, and governance under the CIO.

You will collaborate with Investment Operations, Finance, Actuarial and Risk teams to ensure alignment with SAA, ALM, LDI and risk objectives, while delivering timely analytics and documented decisions for senior leadership.

Qualifications

• Bachelor’s degree in finance, Economics, Mathematics, Actuarial Science, Engineering, Accounting or related quantitative discipline.
• Progress toward CFA designation is preferred; FRM, CAIA, CPA or actuarial credentials are an advantage.
• Must satisfy applicable fit-and-proper and regulatory requirements and demonstrate integrity and sound professional conduct.

Responsibilities

• Monitor General Account portfolios against approved SAA, mandates, benchmarks and objectives; elevate material exceptions.
• Deliver portfolio analytics, market updates and implementation materials for funding, trading and rebalancing decisions.
• Assess exposures, liquidity, duration, credit quality and currency to identify portfolio risks.
• Coordinate approved actions with Investment Operations, Treasury, Finance, Actuarial, Risk, Compliance, Legal and external asset managers; track delivery.

Skills

Portfolio analysis

Governance communication

Education

Bachelor’s degree in finance, Economics, Mathematics, Actuarial Science, Engineering, Accounting or related quantitative discipline

CFA/FRM/CAIA/CPA in progress or qualifications

Tools

Excel

PowerPoint

Bloomberg

Power BI

SQL

Python

VBA

Job description

AIA Philippines is seeking an Investment Principal to support General Account portfolios, performing portfolio analysis, implementation, and governance under the CIO.

You will collaborate with Investment Operations, Finance, Actuarial and Risk teams to ensure alignment with SAA, ALM, LDI and risk objectives, while delivering timely analytics and documented decisions for senior leadership.