Investment Governance, Consultant

AIA Singapore; Singapore; On-site; SGD 100,000 - 140,000; Full time

Job summary

AIA Singapore in Singapore is seeking an experienced Investment Officer to support the Chief Investment Officer's target operating model. The role involves optimizing investment outcomes, leading public/private market strategies, and ensuring adherence to governance protocols. Candidates should have a strong background in investment management, with at least 8 years of relevant experience, and a solid educational foundation, including a Bachelor's degree in Business Administration, Finance, or Economics. Ideal candidates will possess excellent strategic planning and analytical skills.

Qualifications

• Minimum of 8 years of experience in investment management in life insurance or asset management.
• Strong investment background in equities and fixed income.
• Proficient in quantitative and qualitative portfolio analysis.

Responsibilities

• Support asset allocation and portfolio optimization processes.
• Co-lead public/private markets coverage and strategic planning.
• Drive investment performance through fund manager collaboration.
• Monitor and ensure adherence to investment mandates.
• Facilitate investment governance and control, ensuring compliance.

Skills

Investment strategy development

Strategic planning

Quantitative analysis

Team collaboration

Communication skills

Problem solving

Education

Bachelor's degree in Business Administration, Finance, or Economics

Post-graduate degree (CFA preferred)

Job description

About The Role

The role sits within the CIO Office position and is part of a team responsible for supporting the implementation of the Chief Investment Officer’s target operating model, which includes:

• asset class coverage of public markets (equities, fixed income, equity and fixed income derivatives) and/or private markets (private credit, private equity, real estate);
• returns and liability management through company‑wide Strategic Asset Allocation, and Portfolio Optimisation and Enhancement;
• designing investment strategies and objectives to support product development and competitiveness;
• investment monitoring and analytics function in supporting annual strategy planning exercise, investment solution or strategy formulation, and supporting Finance and ERM functions;
• investment governance and related reporting requirements to external stakeholders and regulators.

Responsibilities include:

• Support the company‑wide strategic asset allocation and portfolio optimisation and enhancement processes, so as to maximise investment outcome and enhance asset and liability management;
• Co‑lead coverage of either public and/or private markets, and the associated annual strategic planning exercise for assets and investment division for the planned period;
• Drive better investment performances through regular and frequent discussions and reviews with all fund managers such as AIA IM and external fund managers, focusing to ensure investment requirements are met and risk‑adjusted investment returns are optimised;
• Set mandates and benchmarks for all the Company’s Investment portfolios and monitor execution of all mandates to ensure adherence to all MAS as well as internal limits and investment requirements. Responsible for portfolio analytics to support performance measurement and review against benchmarks, investment solutioning and investment analysis;
• Utilise internal investment analytics and monitoring reporting from Asset Owner perspective to enable strategic discussions to enhance competitiveness of our insurance product as well as new product development;
• Facilitate investment governance and control, including monitoring asset exposures, investment risk limits, investment/portfolio mandate monitoring and all internal control assessment. Facilitate monthly investment sign‑off to support month‑end closing and regular regulatory filing to external parties and regulators;
• Perform gap/impact analysis relating to governance protocols/updates and regulatory notices to ensure the Company’s smooth transition to the new requirements. Share the responsibility of ensuring the adherence to internal governance protocols, while strengthening the control environment (as 1st Line of defence) and to facilitate the governance, risk and compliance culture, together with 2nd and 3rd Line of defence at AIA Singapore.

Requirements

Education

At least a strong bachelor’s degree in Business Administration, Finance, or Economics. Post‑graduate degrees and/or additional professional qualifications such as CFA preferred.

Experience and Key Skillsets

• Minimum of 8 years proven track record as an investment officer focusing on multi‑asset in life insurance company or banks, or asset management companies;
• Relevant investment background with experience in equity, fixed income securities and derivatives in a substantially sized fund or fund of funds;
• Good strategic planning abilities with enterprise thinking;
• Ability to conduct quantitative and qualitative analysis relating to portfolio construction, investment strategies, manager selection and performance attribution;
• Adaptive and agile working style while sensitive to different personalities;
• Team player, effective communication skills, proactive & forward looking, able to work under pressure, sense of urgency & attention to details;
• Good influencing and negotiation skills;
• Good problem solving and analytical skills.