Investment Management Principal

Posted:
7/18/2024, 5:00:00 PM

Location(s):
Taguig, Metro Manila, Philippines ⋅ Metro Manila, Philippines

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Finance & Banking

FIND YOUR 'BETTER' AT AIA

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

Ensure that the portfolios of AIA are in line with the required mandates and are compliant with the IGF requirements in terms of Investment Management. Provide and support assistance to the Head of Investment Management in terms of product development, lifecycle management process and in providing investment advice to internal and external stakeholders. Act as the relationship manager for all fund managers.

  • Daily monitoring of S/TAA of all mandates with the fund managers.
  • In charge of the preparation of the annual SAA review to ensure that mandates are still aligned with company strategy.
  • Responsible for ensuring that all investment activities are compliant with the IGF Standards that are set out for Investment Management.
  • Mainly responsible in the development, launch and registration of all new funds, and for providing investment inputs in the different product committees.
  • Assists in the operational/investment due diligence of local and international fund managers.
  • Responsible for the in-depth review and investment management manager performance and compliance, including proposing any corrective actions in instances of investment manager underperformance
  • Responsible for compliance with the Insurance Commission guidelines on the set-up of derivatives, foreign-denominated investments, and other non-plain vanilla investment products.
  • Assists the Investments Team in providing inputs for Investment Committee, Risk Committee and Product Committee Meetings
  • Act as relationship manager of the different fund managers
  • Provide the monthly requirements of Finance in terms of investment market rates, currency quotations, and items that are related to funding operational cash requirements
  • Performs other responsibilities and duties periodically assigned by supervisor in order to meet operational and/or other requirements

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

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.