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Associate Director/ Director, Equities Portfolio Oversight

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Date: May 15, 2019

Location: Hong Kong, HK

Company: AIA Careers

Job Summary

  • Provide Portfolio Oversight and quality support to BU Equities platforms for delivering Consistent Alpha with acceptable portfolio risks through implementation of Equities Portfolio Management TOM 
  • Provide reliable support to Regional Director of Equities and work closely with Regional Head of Research & BU Equities Team for implementation of Research TOM.

 

Responsibilities

1. Governance and Oversight on BU Equities Portfolios

  • Ensure BU Equities Portfolios are properly managed within portfolio risks guideline (PM TOM)
  • Using Active Risk Framework to assess the contribution of active coverage and top risk bets of portfolios
  • Ensure RESEARCH input is fully utilized in portfolio construction on high conviction calls

 

2. Offering pragmatic Advices to Task Force Support BU Platforms on BU Performance Improvement

  • Offers advice and sharing other platforms’ experience in solving investment problems and overcoming performance obstacles. Recommending improvement plan on Onshore and Offshore Investment
  • Through close engagement with BU equities teams, ensure action taken on QPR follow-up items and implementing performance improvement plan

 

3.  Provide Administrative & Strategic Support to the BU Equities Platform

  • Applying AAMP to Group Equities Risk Team for Group Equities Platforms,

 

4. Working with Group Investment Consultancy Unit on providing Equity Insight to support Group TAA efforts to all BUs

5. Support and Co-ordinate IPO/ Corner Stone opportunities

6. Participating assessment on strategic business opportunities for BU / Group

 

Requirements

  1. Degree in Finance, Economics or other business-related subjects
  2. Finance-related professional qualification (e.g. CFA, CPA or FRM)
  3. Strong communication and report-writing skills
  4. Equity Portfolio management/ Equity Portfolio Oversight experience on more than one local market with ability to synthesize complex issues and ideas
  5. Broad and deep understanding of equity classes apart from regular local or Asian equity markets
  6. Good team player with strong coordination skills to work with colleagues from various cultural background.


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