Investment Services, Consultant
2 weeks ago
We don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us.
We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.
If you believe in better, we'd love to hear from you.
About the Role
To supervise various investment operations, scheme finance payment and collection, monitoring and reporting for AIA's pension funds, manage the implementation of special business projects of AIA investment operation platform on pension funds including new platform migration, launch of digitalization and data analytics initiatives, new fund structure implementation, fund restructuring, process transformation and automation, integration of supporting team, to be carried out effectively and timely.
Responsibilities:
- Supervise daily investment operations and scheme finance operations for the pension platform (trade order placement, valuation and reconciliation, collection and payments etc.)
- Manage implementation of various initiatives, new platform mirgation, process transformation and improvement for pension funds business
- Lead the implementation of regulatory products, restructuring of the pension fund platform, new fund launch and other ad hoc projects
- Lead the team to re-enforce various investment controls and operations, regulatory and investment reporting, risk monitoring and review for pension funds
- Monitor the automation projects relating to order processing, valuation and reporting
- Review regulatory reportings and ensure accuracy and timeliness of submission
- Enhance analytical review on the fee and expenses, cashflow, fund performance and other fund related reporting
- Drive and manage the integration of supporting team project and KPI performance montioring,
- Liase with external and internal auditors. Review financial statements for the funds
- Support team to perform due diligence on external service providers
- ensure assigned special and transformation projects are completed within planned schedule.
- Coordination of audit/other service providers visits and taking proper follow up actions on issues identified from the visits/due diligence.
- ensure regular investment reporting, regulatory returns and year end financial statements are being prepared accurately and submitted on a timely basis
- Assist in the ad hoc projects
- University graduate, preferably major in business or finance related subject or equivalent
- CPA Qualification
- 8 years of relevant experience in fund investment operations, valuations, treasury and financial accounting/reporting
- Special pension project experience is preferred
- Strong data analytical and reporting/presentation skills
- Cooperative, responsible detail minded person with a positive attitude, able to manage stress and work in a fast-paced environment
- Effective communication and interpersonal skills
- Proficient in both spoken & written English & Chinese
- Proficiency in PC skills (MS PowerPoints & Excel, BI )
- You are required to obtain the relevant license(s) if your job involves regulated activities
You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.
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