Head of Investment Management and Operations

1 day ago

Taguig, National Capital Region, Philippines FWD Group Full time ₱500,000 - ₱1,000,000 per year

Head of Investment OperationsHead of Investment OperationsApply locations Philippines - BGC Taguig time type Full time posted on Posted Yesterday job requisition id R About FWD GroupFWD 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 FWD Life PhilippinesFWD 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. GovernanceMaintain 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. TreasuryOwn, 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 NoticeYour 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.

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