Senior Investment Solutions Strategist

AIA; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

AIA in Singapore is seeking an experienced investment professional to support investment performance analysis and the development of investment solutions, partnering with Product, Actuarial, Distribution, Finance and Risk to translate business needs into actionable strategies across Singapore and Brunei.

The role combines portfolio analysis, governance and reporting with the development of investment solutions to support product innovation and business growth.

Qualifications

• Bachelor’s degree in business administration, finance, financial engineering, data analytics, statistics, math, economics or actuarial science. Relevant postgraduate or professional qualifications (eg CFA) will be considered but is not a requirement.
• 7–15 years of relevant experience in insurance, investments, asset management, banking, actuarial, product development or a related financial-services function. Candidates with fewer years of experience but strong direct relevant capabilities may also be considered.
• Sound understanding of financial markets and investment products, with experience in areas such as product solutioning, portfolio analytics, investment reporting and governance.
• Strong quantitative and qualitative analytical skills, with the ability to translate investment findings into clear, practical recommendations for investment and business stakeholders.
• Strong written and presentation skills, including the ability to prepare management reports, committee materials, presentations and investment-related training content for different audiences.
• Sound execution judgement and project-management capability, with the ability to coordinate multiple workstreams, resolve implementation issues and strengthen supporting processes and controls.
• Strong stakeholder-management and communication skills, including the ability to work effectively across functions and with external partners.
• Proficiency in Microsoft Office and relevant investment or analytical tools.
• Familiarity with Bloomberg, Aladdin, data-visualisation or automation tools.

Responsibilities

• Conduct portfolio analysis and performance monitoring, identifying key return drivers, portfolio developments and emerging issues to support investment and management discussions.
• Prepare timely and accurate investment insights, management reports and committee materials, communicating portfolio and market developments clearly to relevant stakeholders.
• Support investment governance, including portfolio monitoring, mandate oversight, regulatory reporting and internal compliance requirements.
• Enhance investment processes, reporting frameworks, data management and operating controls to improve efficiency, accuracy and governance
• Partner with Product, Actuarial, Distribution, Finance, Risk and other stakeholders to develop investment solutions and strategic business initiatives, translating commercial requirements into appropriate investment objectives and solutions.
• Support compliance with applicable local regulations, including relevant MAS guidelines, managing regular performance reviews, risk monitoring and internal governance controls.
• Collaborate with Marketing, distribution channels and investment teams (internal and/or external fund managers) to develop channel-specific investment propositions, sales-enablement materials and investment communications.
• Conduct investment and peer analysis, which includes research and data analysis to assess and further advance our competitiveness.
• Support the end-to-end implementation of investment-related product initiatives in partnership with internal teams, AIA Group stakeholders, internal and/or external fund managers and external service providers.
• Develop and deliver investment insights, training and communication materials for management, business stakeholders and distribution teams.

Skills

Portfolio analytics

Regulatory reporting

Stakeholder management

Data analysis

Presentation skills

Microsoft Office

Bloomberg Terminal

Education

Bachelor's degree in finance or related field

Tools

Bloomberg Terminal

Aladdin

Data visualization tools

Job description

AIA in Singapore is seeking an experienced investment professional to support investment performance analysis and the development of investment solutions, partnering with Product, Actuarial, Distribution, Finance and Risk to translate business needs into actionable strategies across Singapore and Brunei.

The role combines portfolio analysis, governance and reporting with the development of investment solutions to support product innovation and business growth.