Support the design and implementation of enhancing the capabilities in investment research activities, establishing data access and management dashboards
Liaise with local business units in the region to define, establish portfolio planning & control, ensuring alignment with group strategies
Assist in investment reporting and data management for timely and efficient monitoring.
Enhance related investment reporting systems and establish investment data dashboards
Contribute to portfolio implementation and sustainable investment activities.
Collaborate with teammates and stakeholders on strategic initiatives and projects.
Answer queries from coworkers in investment team, controlling committees and other group stakeholders
Requirements:
Bachelor's degree in Accounting, Business, Finance, or related fields.
Preferred CPA/CFA certification
Minimum of 2-4 years of relevant working experience.
Familiarity with insurance and/or asset management operations and processes, preferably with exposure to multiple asset classes.
Strong understanding of investment and financial accounting.
Excellent command of written and spoken English, Chinese is a plus
Proficiency in MS Office applications; knowledge of VBA, Python, or Bloomberg is advantageous
Accounting & Finance, Accounting, Asset Management, Analyst, Research & Business Analysis
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