Senior Manager/Associate Director, Public Markets Deployment & Portfolio Implementation, Investment | Hong Kong, HK

FWD Group Management Holdings Limited • Full Time • Hong Kong, Hong Kong, HK • 2d ago

Senior Manager/Associate Director, Public Markets Deployment & Portfolio Implementation, Investment

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 40 million customers across 10 markets, including BRI Life in Indonesia. FWD's customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828. For more information, please visit www.fwd.com

For more information about FWD Hong Kong, please visit www.fwd.com.hk/

The Job

• Drive the deployment of public asset investments across fixed income, equities, cash, and other liquid market instruments, in line with approved Strategic Asset Allocation (SAA), Tactical Asset Allocation (TAA), risk appetite, and portfolio guidelines • Maintain active dialogue with bank counterparties, asset manager partners, and market participants to source investment ideas, understand market liquidity, assess execution levels, and identify deployment opportunities • Apply a good understanding of various public asset classes to translate SAA and TAA decisions into actionable portfolio implementation plans, including asset class tilts, mandate funding, cash deployment, and rebalancing actions across public markets • Partner with Group and local stakeholders to align deployment priorities with liability needs, cashflow forecasts, capital considerations, accounting constraints, and local portfolio requirements • Support execution across public markets by coordinating with external managers, internal investment teams, operations, risk, actuarial, finance, and local business units to ensure timely and controlled implementation • Monitor market conditions, portfolio positioning, liquidity, duration, spread, equity exposure, and other key investment metrics to support timely deployment and tactical portfolio actions • Prepare portfolio implementation updates, deployment trackers, execution summaries, and investment recommendations for senior management, Group stakeholders, and local investment committees • Track and review external manager activities, mandate capacity, execution readiness, investment pipelines, and adherence to agreed guidelines and portfolio objectives • Contribute to investment transformation, process improvement, data quality, and reporting initiatives that enhance deployment efficiency, execution discipline, and portfolio oversight, focusing on public asset classes

The Person

• Bachelor's degree in finance, economics, accounting, actuarial science, or a relevant discipline; CFA qualification or candidacy is a plus • Minimum of 10 years' experience in investment management, public markets, asset allocation, portfolio implementation, treasury, or a related finance discipline; experience with insurers, asset owners, banks, or institutional asset managers is advantageous • Solid understanding of public asset classes, including fixed income, credit, equities, cash, ETFs, funds, and derivatives, with practical knowledge of SAA, TAA, portfolio rebalancing, and implementation considerations • Strong execution mindset, attention to detail, and ability to coordinate multiple deployment workstreams under tight timelines and changing market conditions • Strong market awareness and ability to interpret macro, rates, credit, equity, liquidity, and technical market developments into practical portfolio actions • Excellent communication and stakeholder management skills, with the ability to work effectively with Group functions, local business units, external managers, bank partners, and internal control functions • Proactive, commercially minded, and collaborative, with a strong sense of ownership and the ability to follow through from investment idea generation to implementation and post-execution monitoring • Familiarity with insurance investment considerations, including liability matching, capital, liquidity, accounting, risk limits, and governance requirements, is an advantage • Strong analytical and reporting skills, including the ability to build deployment trackers, portfolio dashboards, scenario analysis, and management-ready investment materials • Experience in executing, monitoring and management of derivatives • Proficient in Bloomberg, Microsoft Excel, PowerPoint, Power BI, and other investment analytics or portfolio management tools; experience with automation and process improvement is desirable

We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.

Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, gender, disability or family status in employment process.

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