Sr Officer – Investment / Group Finance - Insurance co

Job level Middle
Work exp 8 Years To 10 Years
Education Bachelor Degree
Employment type Full Time
Industry Insurance / Pension Funding (MPF)
Job function Insurance > Others
Published On 18/03/2020

Job Highlights

  • 5-day work week, medical, life insurance
  • Handle other ad-hoc tasks assigned by supervisor
  • CFA or CAIA is an advantage

Job Description


  • Conduct research and analyses across various sectors and asset classes, including fixed income, equities (public and private), alternative investments and structured assets
  • Screen and evaluate potential investment opportunities
  • Prepare investment papers for Investment Committee
  • Assist the investment team in portfolio management and day-to-day operation of the general funds, including risk monitoring and investment compliance
  • Support the execution of various investment transactions and post-investment activities of existing portfolio
  • Liaise with external managers and other professional parties
  • Handle other ad-hoc tasks assigned by supervisor


  • University degree in accounting, finance, economics, actuarial or related disciplines; with 3 to 5 years working experience, preferably in insurance industry
  • Practical knowledge in portfolio management and analysis
  • Alternative investments and derivatives knowledge is an advantage
  • Proficient in Bloomberg, Microsoft Excel, PowerPoint and Word
  • Excellent analytical, communication and interpersonal skills
  • Self-motivated, flexible and able to work under pressure
  • Proficient in both written English and Chinese; Mandarin is an advantage
  • CFA or CAIA is an advantage
  • Candidates with more experience will be considered as Assistant Manager

Salary: 25-30K

Location: Wanchai

For any query, pls call Ms. Wan at 23120060 or