About FWD Group
FWD Group is a pan-Asian life and health insurance business that serves approximately 30 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the Main Board of The Stock Exchange of Hong Kong Limited under the stock code 1828.
For more information, please visit www.fwd.com
For more information about FWD Hong Kong, please visit www.fwd.com.hk/.
Job Summary
Lead the Investment Reporting team to deliver high-quality, timely, and insightful reporting and analysis that supports strategic decision-making across Finance, Investment, Actuarial and Group Office. This role is pivotal in ensuring data integrity, system integration, and alignment of reporting methodologies across stakeholders.
The Job
- Team Leadership: Supervise and mentor a team that responsible for investment performance reporting, reconciliation, and regulatory submissions
- Reporting Oversight: Own the end-to-end reporting process for investment performance and other key indicators
- System Integration & Data Quality: Lead initiatives to streamline data flows between systems (e.g., Colmore, Clearwater, PE systems), reduce manual inputs, and improve data accuracy and granularity
- Reconciliation Management: Oversee reconciliation of discrepancies between internal and external data sources, ensuring alignment with Group standards and audit requirements
- Stakeholder Engagement: Collaborate with Group Finance, Investment, Actuarial, and Technology teams to align reporting practices and support cross-functional projects
- Governance & Documentation: Maintain clear documentation of reporting methodologies, calculation logic (e.g., IRR definitions), and known discrepancies for transparency and audit readiness
- Strategic Projects: Contribute to long-term system enhancement strategies for scalable investment reporting platforms across asset classes
The Person
- Bachelor’s or Master’s degree in Finance, Accounting, Economics, or related field
- Minimum 10 years of experience in investment reporting, financial analysis, or related roles
- Proven leadership experience in managing reporting teams and cross-functional projects
- Strong understanding of ABOR/IBOR frameworks, IFRS 9/17, HKRBC, and investment performance metrics
- Experience with reporting systems (e.g., Colmore, Clearwater, Bloomberg AIM) and data reconciliation processes
- Excellent analytical and problem-solving skills
- Strong business acumen and strategic thinking
- Effective communication and stakeholder management
- High attention to detail and commitment to data integrity
- Ability to manage multiple priorities under tight deadlines
- Bachelor’s degree in Finance, Business, Economics or a related discipline; professional qualifications (e.g. CFA, CPA) are a plus
We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.
Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, gender, disability or family status in employment process.
