Head of Investment Management and Operations
2 weeks ago
Head of Investment Operations
Head of Investment OperationsApply locations Philippines - BGC Taguig time type Full time posted on Posted Yesterday job requisition id R-0021840
About FWD Group
FWD Group is a pan-Asian life and health insurance business with more than 12 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. The company was established in 2013 and is focused on changing the way people feel about insurance. FWD's customer-led and digitally enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience.
For more information, please visit www.fwd.com.
About FWD Life Philippines
FWD Life Insurance Corporation (FWD Life Philippines) launched its commercial operations in September 2014. As of end-2022, FWD Life Philippines ranks 3rd and 6th in terms of Paid-up Capital and New Business Annual Premium Equivalent, respectively.
Reporting to the Head of Strategy and Investments, this role requires managing the investment function and assisting the Head to manage the market and credit risk across the firm. As the current size of investable funds is small, the Investment function would include oversight of all aspects of front, middle and back office in addition to the Treasury role.
Governance
Maintain the governing documents, policies, procedures, guidelines applicable for the running of the investment function and perform periodic reviews to keep the governing framework aligned to regulations, local Board's directives and Group's requirements.
Provide inputs for all matters for regulatory, local and group meetings on a regular basis.
Investments – Front office
Execute sound investment strategies for all funds commensurate with the objectives and underlying nature of the liabilities of each fund.
Engage all the external service providers to ensure FWD gets the expected level of services.
Provide regular inputs for business plan, product and actuarial deliverables.
Facilitate investment support to distribution channels and select group of customers through investment specific content via periodic reports, interactive sessions and other ad-hoc reports and analysis.
Investments – Middle office
Oversee all the administrative and compliance aspects for the investment function.
Investments – Back office
Ensure accurate and timely accounting for all funds/portfolios.
Ensure all regulatory, internal and group reports are prepared, reviewed and submitted in time.
Ensure settlement and execution of investment trades in line with the approved authority limits. Fund/unit dealing including daily purchase/redemption of units for VUL funds, NAV handling, settlement, etc.
Treasury
Own, manage and maintain overall Banking relationships including the list of banks, accounts, solutions, authorized signatories, etc.
Manage the day to day and short-term cash flows of the business, including planning for excess/surplus cash, credit lines (if required), etc.
Privacy Notice
Your privacy is a priority for FWD. The Company keeps your personal information with us in confidence. To know more about how we process your information, kindly refer to our FWD Recruitment Privacy Notice.
-
Head of Investment Management and Operations
5 days ago
Taguig, National Capital Region, Philippines FWD Group Management Holdings Limited Full timeHead of Investment Operations Head of Investment Operations Apply locations Philippines - BGC Taguig time type Full time posted on Posted Yesterday job requisition id R-0021840 About FWD Group FWD Group is a pan-Asian life and health insurance business with more than 12 million customers across 10 markets, including some of the fastest-growing...
-
Head of Investment Operations and Strategy
4 days ago
Taguig, National Capital Region, Philippines FWD Group Management Holdings Limited Full timeAbout the Opportunity:Head of Investment Operations and StrategyWe are looking for an experienced professional to take on the role of Head of Investment Operations and Strategy. The ideal candidate will have expertise in investment management, risk assessment, and strategic planning.The successful candidate will be responsible for leading the investment...
-
Investment Manager and Operations Lead
3 days ago
Taguig, National Capital Region, Philippines FWD Group Management Holdings Limited Full timeJoin FWD Group Management Holdings Limited as a Senior Manager, Investment Operations and Strategy. We are seeking a highly skilled investment professional to manage the investment function and assist the Head in managing market and credit risk across the firm.This role is responsible for overseeing all aspects of front, middle, and back office operations in...
-
Taguig, National Capital Region, Philippines FWD Group Management Holdings Limited Full timeFWD Group Management Holdings Limited is seeking an Investment Manager and Operations Lead to join our team. This senior role is responsible for leading the investment function and assisting the Head in managing market and credit risk across the firm.Key Responsibilities
-
Taguig, National Capital Region, Philippines FWD Group Management Holdings Limited Full timeWe are seeking a Head of Asset Management and Governance to join our team at FWD Group Management Holdings Limited. This senior role is responsible for leading the investment function and assisting the Head in managing market and credit risk across the firm.This position oversees all aspects of front, middle, and back office operations in addition to the...
-
Director of Investment Management
5 days ago
Taguig, National Capital Region, Philippines FWD Group Management Holdings Limited Full timeAbout the Role:Director of Investment ManagementWe are seeking an experienced Director of Investment Management to lead our investment function and assist the Head of Strategy and Investments in managing market and credit risk across the firm.The successful candidate will oversee all aspects of front, middle, and back office operations, including treasury,...
-
Head of Asset Management and Governance
3 days ago
Taguig, National Capital Region, Philippines FWD Group Management Holdings Limited Full timeFWD Group Management Holdings Limited is seeking a Chief Investment Officer and Operations Specialist to lead the investment function and assist the Head in managing market and credit risk. This senior role is responsible for overseeing all aspects of front, middle, and back office operations in addition to the Treasury function.GovernanceMaintain governing...
-
Taguig, National Capital Region, Philippines AIA Hong Kong and Macau Full timeAssociate Director, Investment Governance and Performance Reporting HeadApply locations Taguig, PH-AIA Philippines time type Full time posted on Posted 30+ Days Ago job requisition id JR-52927FIND YOUR 'BETTER' AT AIAWe 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...
-
Investment Management Strategist
7 days ago
Taguig, National Capital Region, Philippines AIA Hong Kong and Macau Full timeAssociate Director, Investment Management">About the Role">This position is responsible for formulating investment management strategies for externally managed portfolios to meet the pre-set guidelines of Asset and Portfolio Mandates.">">Provide effective oversight on, and optimal performance by, external fund managers.">Provide assistance to the CIO on the...
-
Investment Portfolio Manager
4 days ago
Taguig, National Capital Region, Philippines FWD Group Management Holdings Limited Full timeAbout the Job:Investment Portfolio ManagerWe are seeking an experienced Investment Portfolio Manager to join our team. The successful candidate will be responsible for managing the investment portfolio, ensuring optimal returns and minimizing risk.The ideal candidate will have expertise in investment management, risk assessment, and strategic planning, as...
-
Investment Operations Analyst
2 weeks ago
Taguig, National Capital Region, Philippines Cobden & Carter International Full timeInvestment Operations Analyst - Manager OnboardingYou will be responsible for onboarding new managers and funds to the trading platform and supporting their account opening process for inclusion in existing clients' portfolios. The Investment Operations Analyst will coordinate legal negotiations, facilitate the review and execution of contracts and fund...
-
Associate Director, Investment Management
7 days ago
Taguig, National Capital Region, Philippines AIA Hong Kong and Macau Full timeAssociate Director, Investment ManagementApply locations Taguig, PH-AIA Philippines time type Full time posted on Posted 30+ Days Ago job requisition id JR-55646FIND YOUR 'BETTER' AT AIAWe 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...
-
Taguig, National Capital Region, Philippines Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Investment Operations Analyst
2 weeks ago
Taguig, National Capital Region, Philippines Willis Towers Watson Full timeSummaryThis role's key responsibilities will be to complete the necessary tasks to onboard new managers and underlying funds to our trading platform, while supporting the account opening process for these funds to be included in our target portfolios for existing clients. The Investment Operations Analyst will coordinate legal negotiations with internal and...
-
Investment Operations Analyst
4 days ago
Taguig, National Capital Region, Philippines WTW Full timeDescriptionSummaryThis role's key responsibilities will be to complete the necessary tasks to onboard new managers and underlying funds to our trading platform, while supporting the account opening process for these funds to be included in our target portfolios for existing clients. The Investment Operations Analyst will coordinate legal negotiations with...
-
Asia Investment Compliance Manager
2 days ago
Taguig, National Capital Region, Philippines Sun Life Financial Full timeJob Description:Sun Life Financial is committed to developing its investment management capability and operating model in Asia. A key dimension to this is establishing a new entity, licensed by the Securities & Futures Commission, which will support our investment operations across the region.We are seeking a compliance professional to join our dynamic team...
-
Investment Operations Expertise Coordinator
4 days ago
Taguig, National Capital Region, Philippines WTW Full timeAt WTW, we value operational excellence and seek an experienced Investment Operations Expertise Coordinator to join our Manager Onboarding Team. This role is a key contributor to the success of our institutional pension clients.Main ResponsibilitiesInstruct and coordinate tax and legal reviews of third-party asset manager fund documentation and...
-
Head of Manila Operations and Innovation
4 days ago
Taguig, National Capital Region, Philippines TP ICAP Full timeTP ICAP is a world-leading provider of liquidity and data solutions, aiming to improve price discovery, liquidity, and distribution of data through responsible and innovative solutions.About the RoleThe Head of Manila will be responsible for leading the Manila organization, which consists of Technology, Operations, Finance, Corporate Services, and HR. The...
-
Head of Corporate Finance
2 days ago
Taguig, National Capital Region, Philippines McKupler Inc. Full timeAbout the Job:We are seeking a highly qualified Head of Corporate Finance to join our team at McKupler Inc.This role involves overseeing the financial aspects of the company, including accounting, budgeting, and auditing.The ideal candidate will have a strong background in finance, including financial planning, management accounting, and risk management.The...
-
Investment Cash Manager
21 hours ago
Taguig, National Capital Region, Philippines Sun Life Financial Full timeSun Life Financial is seeking an experienced Treasury Operations Specialist to join our team. As a critical member of our finance department, you will be responsible for managing cash flows, investing surplus funds, and ensuring compliance with regulatory requirements. Your strong analytical skills and attention to detail will enable you to identify and...