PLT | Assistant Manager, Capital & Investment Management

About the Company

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