FIND YOUR BETTER AT AIA
If you believe in better, we'd love to hear from you.
About the Role
Join us as Analyst, Total Fund Management at AIA Investment Management!
The Analyst will be responsible for quantitative modeling and research as well as supporting the Portfolio Managers in the management of multi-asset portfolios. The ideal candidate will have strong quantitative and programming capabilities, relevant experience in supporting multi-asset portfolio management and proficiency in financial data platforms to formulate materials to clearly communicate investment strategy to stakeholders. The role requires effective communication and stakeholder engagement across investment, product and distribution teams. The role will involve support of various investment initiatives as assigned.
Responsibilities
Quantitative Modeling and Research
- Utilize and integrate internal and external research to enhance existing investment framework
- Support the development and maintenance of quantitative tools for portfolio construction and tactical asset allocation decision making across asset classes
- Perform quantitative analysis to support idea generation, portfolio construction and risk management e.g. historical back-testing, scenario analysis and testing of model signals
- Apply programming skills (e.g., Python, R, SQL, or VBA) to automate processes, integrate datasets, and enhance investment analytics
- Apply quantitative techniques to understand performance drivers of Externals Managers to inform portfolio management decisions
Portfolio Strategy and support
- Support portfolio managers in the management and monitoring of multi-asset portfolios to ensure alignment with investment objectives, risk tolerances, and regulatory constraints
- Contribute to the tactical asset allocation investment process and rebalancing strategies
- Support performance attribution analysis of portfolios and work closely with Middle Office to understand performance drivers and formulate materials to clearly articulate performance drivers to stakeholders
- Support peer comparison analysis by applying quantitative techniques to understand returns drivers of peers
- Support data management or analytics work for portfolios
System rollout
- Work with the project team to coordinate requirements from the portfolio managers such that the system supports investment decision making, workflow efficiency and reporting needs
Stakeholder Engagement and Communication
- Support the portfolio managers to collaborate with stakeholders across investment, trading, risk and performance, product, operations, and distribution teams to enhance trading processes, portfolio risk monitoring and performance attribution of multi-asset portfolios
- Support the portfolio managers to communicate investment views, portfolio positioning, and performance drivers to internal and external stakeholders
- Support client meetings and marketing efforts with clear and insightful materials
Requirements
- Ideal candidate would have around 5 years of relevant investment experience in multi-asset portfolio management at a buy-side institution or experience supporting the management of multi-asset portfolios
- Experience with FX/derivatives (e.g. futures, options, swaps), semi-liquid private strategies or liquid alternatives strategies will be viewed favorably
- Bachelors degree in finance, economics, engineering, mathematics, or a related quantitative field. Advanced degree (e.g. MSc in Financial Engineering, Applied Mathematics, Data Science or related disciplines) or professional certifications such as CFA will be an advantage
- Strong quantitative and analytical skills
- Programming experience in one or more languages (e.g. Python, R, VBA, SQL) and proficiency with Bloomberg / Aladdin would be a plus
- Strong communication and presentation skills, both verbal and written
- Strong stakeholder management skills and ability to work cross-functionally with investment, product, and risk teams
- Attention to detail, disciplined education, and sound judgement
- Team player with demonstrated ability to thrive in a collaborative, fast-paced, and performance-driven environment
Believe in better with AIA.If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way!
#LI-JY1
