Fubon Life Insurance (Hong Kong) Company Limited Hiring! Full Time Supervisor, Investment in Hong Kong - Ricebowl

Job Duties:
Investment Operations & Administration

Support general trading room administration.

Maintain the portfolio database.

Generate regular investment reports.
Cash Management

• Manage cash account workflows and execute telegraphic transfers for cash management.

Handle PE capital calls and distribution tracking smoothly.

Prepare forward-looking estimates for investment income, monthly expense projections, and budget plans.
Account Maintenance & Counterparty Management

Handle onboarding processes for new cash, custodian, brokers, and mutual fund accounts.

Perform regular KYC reviews and comprehensive due diligence on external counterparties.

Resolve ad-hoc information requests and documentation submissions from counterparties.
Compliance, Risk & System Maintenance

Help establish and update company investment policies and SOPs.

Conduct counterparty AML pre-checking and periodically position look-through analysis.

Maintain system access logs for specialized investment accounts like Bloomberg terminal and SS&C System.

Qualifications & Requirements:
Bachelor’s degree in Business Administration, Finance, Accounting, Economics, or a related commercial discipline.

Excellent command of business level English

Strong attention to detail with a high standard of data accuracy for handling financial numbers and reports.

Proficient PC skills with mastery over MS Office applications, particularly advanced Excel functions for database maintenance.

Effective communication skills to cooperate across internal teams and external counterparties.

Full-time