Senior Investment Analyst

About AXA Hong Kong and Macau

AXA Hong Kong and Macau is a member of the AXA Group, a leading global insurer with presence in 51 markets and serving 94 million customers worldwide. Our purpose is to act for human progress by protecting what matters.

As one of the most diversified insurers in Hong Kong, we offer integrated solutions across Life, Health and General Insurance. We are the largest General Insurance provider and a major Health and Employee Benefits provider. Our aim is to not only be the insurer to provide comprehensive protection to our customers, but also a holistic partner to the individuals, businesses and community we serve. At the core of our service commitment is continuous product & service innovation and customer experience enrichment, which is achieved through actively listening to our customers' needs and leveraging and investing in technology and digital transformation.

We embrace our responsibility to be a driving force against climate change and a force for good to create shared value for our community. We are proud to be the first to address the importance of mental health through different products and services and thought leading iconic research. Our overall Sustainability Strategy, with emphasis on climate strategy and biodiversity commitment, is developed based on TCFD recommendations. We are committed to integrating environmental, social and governance factors across our business and strive to contribute to a sustainable future through 3 distinct roles - as an investor, an insurer and an exemplary company.

AXA is an equal opportunity employer. We are committed to promoting Diversity and Inclusion (D&I) by creating a work environment where all employees are treated with dignity, respect, and where individual differences are valued. We welcome and treasure diverse profiles to join our big family, and to build an inclusive culture together which allows everyone to maximise their personal potential.

Our people strategies are designed to enhance employee well-being and professional growth, ultimately empowering them to excel within the company. Click here to learn more about our Benefits (https://www.axa.com.hk/en/benefits) , Culture (https://www.axa.com.hk/en/culture-and-values), & Career Development (https://www.axa.com.hk/en/career-development).

Responsibilities:

• Assist AXA HK Head of Investment in managing the company's General Accounts portfolios - the selected candidate will have exposure to liquid equity & debt strategies, alternatives & sophisticated derivative strategies (both systematic and tactical).
• Provide critical analysis of investment strategies (related to listed equities in particular, but not limited to this asset class) and assess potential balance sheet impacts (across all relevant dimensions incl. Solvency, Risk, Accounting, Liquidity, etc.).
• Perform regular performance review and assessment (including due diligence) on existing investment strategies and fund managers.
• Play a leading role in new fund guidelines/mandate subscription including preparation of relevant materials for AXA HK Investment Committee.
• Take responsibility for KYC requests related to banking relationships and alternative asset funds.
• Support internal control activities to ensure investments are aligned with Group standards and policies.

Qualifications:

• Degree holder (from a reputable university with specialization in finance, risk management, actuarial or accounting disciplines) and/or qualified/studying towards industry standard financial examinations.
• Technical competence in spreadsheet modeling and strong quantitative financial skills.
• Ideally 2-3 years working experience in investment or insurance sectors with a major financial institution.
• Ideally with experience analyzing equity mandate performance and exposure.
• Ideally with experience related to fund subscription & KYC processes.
• Extensive familiarity with Excel is a must. Python/VBA scripting experience is preferred. Experience using financial information systems (e.g. Bloomberg) is preferred.
• Fluent English verbal and written.