Manager/Senior Manager, Investment Governance, Transaction Management & Transformation, Investment

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 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 main board of the Hong Kong Stock Exchange under the stock code 1828. For more information, please visit www.fwd.com

For more information about FWD Hong Kong, please visit www.fwd.com.hk/

The Job

• Support the Head of Investment Governance in designing, maintaining, and enhancing the investment governance framework, including governance standards, operating procedures, escalation protocols, and first-line control processes

• Assist in pre-trade and post-trade governance checks, as and when necessary, limits monitoring, breach identification, escalation, and reporting to ensure investment activities remain within approved mandates, policies, risk appetite, and regulatory requirements

• Maintain and update investment-related documentation, including investment policies, deployment procedures, monitoring processes, recordkeeping standards, governance papers, and committee materials

• Coordinate with Group and local stakeholders, including investment teams, risk, actuarial, finance, operations, legal, compliance, and local business units, to embed governance standards into day-to-day investment activities

• Support the preparation, maintenance, and timely dissemination of internal and external reporting, including governance dashboards, limits reports, regulatory submissions, audit materials, and management updates

• Support regulatory enquiries and internal reviews by gathering information, coordinating responses, maintaining audit trails, and ensuring consistency with approved governance standards

• Work closely with risk management to support portfolio risk assessments, scenario reviews, limit frameworks, governance routines, and investment oversight committees

• Contribute to investment transformation and automation initiatives by identifying process gaps, improving workflows, enhancing data quality, and supporting scalable governance and reporting solutions

The Person

• Bachelor’s degree in finance, economics, accounting, actuarial science, law, business administration, or a relevant discipline; CFA, FRM, CPA, legal, or compliance-related qualification is a plus

• Minimum of 6 to 10 years’ experience in investment governance, investment operations, risk management, compliance, transaction execution and management, asset management, insurance investment, or a related financial services discipline

• Good understanding of investment governance frameworks, investment mandates, limits monitoring, breach management, pre- and post-trade controls, reporting requirements, and first-line control expectations

• Experience supporting investment documentation, governance papers, committee materials, transaction records, audit trails, policies, procedures, or regulatory responses

• Familiarity with public and private asset investment processes, transaction lifecycles, legal documentation, investment restrictions, and operational control points is advantageous

• Excellent communication and stakeholder management skills, with the ability to work effectively with Group functions, local business units, investment teams, risk management, legal, compliance, operations, external managers, and external advisers

• Detail-oriented, organized, and process-driven, with strong ownership and the ability to manage multiple governance, reporting, and transaction workstreams under tight timelines

• Familiarity with insurance investment considerations, including asset-liability management, capital, liquidity, accounting, risk limits, outsourcing oversight, and governance requirements, is an advantage

• Strong analytical, reporting, and documentation skills, including the ability to prepare governance dashboards, limits reports, issue logs, process maps, and management-ready materials

• Proficient in Microsoft Excel, PowerPoint, Word, Power BI, and workflow or data tools; experience with Bloomberg, investment systems, automation, or process improvement is desirable

We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.

Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, gender, disability or family status in employment process.