- Degree in Finance, Economics, or related discipline; CFA / MBA preferred
About FWD Group
FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves over 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 Hong Kong Stock Exchange under the stock code 1828. For more information, please visit www.fwd.com
PURPOSE
Lead Group-wide investment management and manager-of-managers (MoM) capability, covering mandate strategy, manager selection, and portfolio oversight across traditional and ILP assets
Build and scale a centralised mandate management platform to drive performance, governance, and fee optimisation across the Group
Deliver consistent, ALM-aligned investment outcomes through effective allocation, execution, and manager governance across markets
KEY ACCOUNTAIBILITIES
Mandate strategy & execution: Define investment mandates, allocation strategies, and portfolio construction aligned with SAA/TAA and ALM requirements
Manager-of-managers platform: Build and lead centralised manager selection, onboarding, and performance oversight capability across Group portfolios
Manager & partner management: Establish and manage relationships with asset managers; lead commercial negotiations (IMAs, SMAs, fund structures)
Portfolio oversight: Monitor performance, risk, and compliance across mandates; drive attribution, optimisation, and rebalancing
Governance & IC: Lead investment governance, including IC processes, mandate approvals, and escalation frameworks
Cross-BU coordination: Partner with BU CIOs and teams on mandate execution, alignment, and local implementation requirements
ILP / product support: Support investment-linked and other product structures, including manager selection, pricing inputs, and portfolio design
Capital solutions: Develop and execute capital-efficient structures (e.g., derivatives, hedging, liquidity strategies) in partnership with Group functions
Derivatives: ISDA / CSA negotiations and management
Platform & process improvement: Streamline mandate management processes, reporting, and data integration to enable scale and efficiency
Team leadership: Build and manage a high-performing investment team across mandate management, capital solutions, and analytics
QUALIFICATIONS / EXPERIENCE
15+ years of experience in insurance asset management / mandate investment / portfolio management
Strong track record in allocation, manager selection, and portfolio construction
Degree in Finance, Economics, or related discipline; CFA / MBA preferred
KNOWLEDGE & TECHNICAL SKILLS
Deep expertise in ALM-linked portfolio construction and multi-asset allocation
Strong experience in manager-of-managers, mandate structuring, and fee negotiation
Understanding of insurance investment dynamics, including capital, liquidity, and regulatory constraints
Advanced capability in portfolio analytics, performance attribution, and risk assessment
Strong stakeholder management across internal teams and external managers
Investment Manager/Portfolio Research Associate IIIPNC · Pittsburgh, US
Risk and Portfolio Analytics ConsultantMSCI · Paris, France
Senior MBS Portfolio Manager (Senior Portfolio Officer)World Bank Group · Washington, US