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 private market investments, across various asset classes such as private equity, private debt, real estate & infra.
• In addition to gaining valuable experience across the private asset complex, the selected candidate will have opportunities to gain exposure to liquid equity & debt strategies, as well as sophisticated derivative strategies.
• Perform regular performance review (including due diligence) on existing investment strategies and fund managers.
• Provide critical analysis related to private investment strategies and assess impacts across all relevant dimensions incl. Solvency, Risk, Accounting, Liquidity, etc.
• Support the negotiation and execution of investment transactions.
• Prepare investment memorandums and presentations for internal investment committees.
• Stay abreast of market developments, regulatory changes, and emerging trends in the private assets space.
• Take responsibility for KYC requests and other fund admin topics.
• 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 studying towards industry-standard financial examinations.
• 1-3 years investment-related experience with a major financial institution - preferably with a significant focus on private assets.
• Experience related to fund subscription & KYC processes is strongly preferred.
• Technical competence in spreadsheet modeling and strong quantitative skills. Experience using financial information systems (e.g. Bloomberg) is preferred.
• Fluent English verbal and written.