Senior Manager/Associate Director, Alternative Investments Execution & Management, Investment
FWD Careers
·2 days ago
- Location
- Hong Kong - FWD Tower
- Type
- Full-time
- Department
- Finance
- Seniority
- Entry
- Experience
- 8+ years
- Source
- Workday
Description
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
Drive the execution and transaction management of alternative investment opportunities across private credit, infrastructure, private equity, real assets, structured solutions, and other illiquid or semi-liquid strategies, in line with approved investment objectives, portfolio guidelines, risk appetite, and governance requirements
Maintain active dialogue with external managers, general partners, arrangers, advisors, legal counsel, administrators, custodians, and other transaction counterparties to support deal execution, documentation, closing readiness, and post-closing follow-through
Translate approved alternative investment decisions into actionable execution plans, including transaction timelines, funding requirements, due diligence workstreams, legal and tax review coordination, operational onboarding, and closing deliverables
Partner with Group and local stakeholders to align transaction execution with portfolio allocation priorities, liability needs, cashflow planning, capital treatment, accounting considerations, regulatory requirements, and local entity constraints
Coordinate execution across internal teams and local business units to ensure transactions are implemented in a timely, controlled, and well-documented manner
Monitor transaction pipelines, execution status, capital calls, subscription processes, closing conditions, documentation progress, operational readiness, and key risks to support disciplined execution and escalation of issues where required
Prepare transaction updates, execution trackers, closing checklists, due diligence summaries, investment committee materials, and post-execution reports for senior management, Group stakeholders, and local investment committees
Track and review external manager activities, fund documentation, side letters, mandate requirements, fee terms, reporting obligations, and adherence to agreed investment, operational, and governance requirements
Contribute to alternative investment platform development, process improvement, data quality, reporting, document management, and workflow initiatives that enhance execution discipline, transaction governance, and portfolio oversight
Prepare, as necessary, regulatory filings and reporting
The Person
Bachelor’s degree in Finance, Economics, Accounting, Actuarial Science, or a related discipline; CFA qualification/candidacy is a plus.
At least 8 years of experience in investment management, alternative investments, private markets, transaction execution, or related financial services; institutional investment experience preferred.
Good understanding of alternative asset classes (e.g. private equity, private credit, infrastructure, real assets, co-investments, and fund investments) and transaction execution processes.
Strong execution skills with attention to detail and the ability to manage multiple transactions and stakeholders simultaneously.
Sound knowledge of private market trends, liquidity, legal, tax, regulatory, and risk considerations.
Strong communication and stakeholder management skills, with the ability to collaborate across business functions and external partners.
Proactive, commercially minded, and results-oriented, with a strong sense of ownership from deal execution through post-investment monitoring.
Familiarity with insurance investment considerations (capital, liquidity, accounting, risk, and governance requirements) is an advantage.
Strong analytical and reporting skills, with experience preparing management reports, trackers, and investment materials.
Proficient in Excel, PowerPoint, Power BI, and investment/workflow management systems; automation experience is a plus.
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.
