Investment Services, Assistant Manager
2 weeks ago
Our client is an Asia's Leading Insurance Company and they're currently looking for an assistant manager with Pension/MPF background to join their Investment Services team.
Responsibilities:
- Supervise daily investment operations for MPF and pension platform, including trade order placement, valuation, and reconciliation.
- Review regulatory reporting for accuracy and timeliness.
- Ensure compliance with accounting standards and MPFA regulations for annual audits.
- Conduct analytical review on fees, expenses, cashflow, and fund performance.
- Support custodian monitoring to meet regulatory requirements.
- Coordinate and review reporting for management purposes.
- Handle MPFA's ad hoc inquiries.
- Streamline work processes and improve workflow.
- Assist in automation projects related to order processing, valuation, and reporting.
- Develop reports to provide business insights on investment activities.
- Liaise with external auditors, fund managers, custodians, and fund administrators.
- Assign and monitor tasks and projects to ensure timely completion.
- Prepare investment reporting, regulatory returns, and financial statements.
- Coordinate audit visits and follow-up on identified issues.
- Assist in new fund implementation, process improvements, and ad hoc projects.
Requirements:
- University graduate, preferably in business or finance.
- Over 6 years of relevant experience in investment reporting and fund operations.
- Familiarity with MPFA and other regulators' requirements for MPF and pension funds.
- CPA qualification.
- Cooperative, responsible, detail-oriented, and positive attitude.
- Effective communication and interpersonal skills.
- Proficient in English and Chinese (spoken and written).
- Proficiency in PC skills, particularly MS Access and Excel.
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