Senior Director, Portfolio Management Lead

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The main responsibilities for this position include:

• Portfolio management of the HK & HNW General Accounts
• Management of external asset managers (including affiliated AMs)
• Overall investment governance and compliance
• Business support including products, Investment Plan
• Ad-hoc special projects, including investment initiatives, M&A, systems etc

Portfolio Management (BAU and initiatives)

• Optimise risk adjusted returns within risk limits and capital requirements
• Propose tactical asset allocation strategies and implement
• Manage cash allocation and trade plans; allocate assets according to PPP requirements
• Work with ALM on strategic asset allocation strategy development
• Search, propose and implement new asset classes
• Understand IFRS 17 for HK & HNW and RBC impacts for HK

External Manager Management (including affiliated asset managers)

• Monitor and manage external managers' performance, controls and compliance
• Communicate with external managers as relationship manager

Business Support

• Propose investment assumptions for new product development
• Review Investment Plan
• Manage and track net income targets

Investment Governance and Compliance

• Work with stakeholders to design and implement sound controls in the investment processes
• Ensure investment compliance to risk limits, Investment Order, investment policies and guidelines
• Manage regulatory, audit and review processes

Management Accountabilities

• Coach more junior members, including Portfolio Management and HK & HNW Investment Team
• Supervise and review work produce by junior members

Specialized knowledge

• Abilities on strategic and tactical investment strategies with considerations of asset/liability management, risk management, and requirements of regulations, tax, liquidity and capital management
• Applies comprehensive understanding of capital markets and inherent risks to portfolio management
• Strong execution capabilities
• Economics, Capital markets, Asset classes
• Asset and liability management
• Portfolio management
• Regulatory, tax capital and accounting constraints of Hong Kong market and insurance companies
• Internal control, investment compliance, auditing
• Fund Management Industry
• Insurance products
• Responsible and reliable, self-motivated, team work, problem solving, multiple-task
• good communication in English. Chinese (including Mandarin) preferred but not required
• Negotiation
• Building people capability
• Willingness to work in the evenings or early mornings for conference calls with North America

Education and experience

• Minimum bachelors degree in business, economics and finance
• Chartered Financial Analyst or equivalent experience
• 8+ years of experience, including at least 4 years of actual investment experience
• Previous experience on interacting with asset class managers, the Business Group liability teams, and corporate functions such as legal, tax, accounting and regulatory would be a plus
• Exposure to international capital markets (esp. US, HK and China markets) and different asset classes (i.e. equities, public bonds, private debts, mortgages, real estate, and derivatives)

Job Category:

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