Job ref no.: CT3124805-01#5224

AM and / or Senior Officer – Investment & Group Finance - Insurance co

Harvest Personnel Agency

Job Highlights

  • 5-day work week, medical, life insurance
  • Handle other ad-hoc tasks assigned by supervisor
  • CFA or CAIA is an advantage

Job Description


  • Conduct research and analyses across various sectors and asset classes, including fixed income, equities (public and private), alternative investments and structured assets
  • Screen and evaluate potential investment opportunities
  • Prepare investment papers for Investment Committee
  • Assist the investment team in portfolio management and day-to-day operation of the general funds, including risk monitoring and investment compliance
  • Support the execution of various investment transactions and post-investment activities of existing portfolio
  • Liaise with external managers and other professional parties
  • Handle other ad-hoc tasks assigned by supervisor


  • University degree in accounting, finance, economics, actuarial or related disciplines; with 3 to 5 years working experience, preferably in insurance industry
  • Practical knowledge in portfolio management and analysis
  • Alternative investments and derivatives knowledge is an advantage
  • Proficient in Bloomberg, Microsoft Excel, PowerPoint and Word
  • Excellent analytical, communication and interpersonal skills
  • Self-motivated, flexible and able to work under pressure
  • Proficient in both written English and Chinese; Mandarin is an advantage
  • CFA or CAIA is an advantage
  • Candidates with more experience will be considered as Assistant Manager


Salary: Neg

Location: Wanchai

For any query, pls call Ms. Wan at 23120060 or Apply Now 


All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.
More job information
Job ref no. CT3124805-01#5224
Job Function
  • Wanchai
Employment Term
  • Full-time
  • 8 years - 10 years
Career Level
  • Middle management level
  • Degree