About this role
- Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.
- The AM, Capital & Investment Management supports the AVP, Capital & Investment Management in delivering day-to-day capital reporting and investment operation oversight activities. The role focuses on report preparation, data checks, reconciliations, process documentation, issue follow-up, and coordination with internal and external stakeholders to ensure accurate, timely, and well-controlled deliverables.
- Role & Job Responsibilities:
- Access to Bloomberg and support on investment market data e.g. bond yield, price to investment reporting team or other relevant team or management on regular basis or upon request
- Provide some analysis information for investment in any particular investment assets e.g. Bond forward
- Provide investment return and high level analysis to internal stakeholder and update PAR factsheet information to update on company’s website
- Coordinate with external fund manager to get the information and share to relevant team e.g. ESG score
- Support on investment Committee presentation pack on quarterly basis
- Support on unit linked working committee pack
- Update unit linked fund information published by asset managers and share to relevant dept.
- Summarize data on unit linked fund e.g. fund performance, fund allocation, returns to sales channels e.g. Agency and bank partner
- Coordinate with bank partners to arrange unit link fund sharing session by asset management companies
- Support on ad-hoc investment analysis and report e.g. investment movement analysis, unit linked fund return/ performance information
- Be Information Risk coordinator to maintain investment access share drive, investment sensitive information
- Qualifications:
- Bachelor or Master degree, preferably in Finance or Economics
- 2 years investment experience
- Investment knowledge in broad asset classes
- Background in asset allocation, portfolio management, financial modelling
- Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.