Investment Officer

Roles & Responsibilities Portfolio Management: - Optimize the allocation of funds across various asset classes in line with the company's investment policy and local regulation. - Facilitate investment analysis (such as risks, economic conditions, and interest rate environments) and periodic Strategic Asset Allocation (SAA) reviews to identify opportunities for rebalancing and enhancing returns. - Manage day-to-day investment activities and implement fund investment strategies, including monitoring portfolio status with outsourced Asset Management firms. - Support the selection and management of external managers or funds. Investment Reporting and Communication: - Prepare and provide timely investment performance reports to senior management, the investment committee, and regional head office. - Communicate investment insights, strategies, and performance updates to internal and external stakeholders. - Improve reporting consistency with unified regional/global standards and policies. Investment Accounting Operations: - Oversee month-end close by ensuring accurate posting of investment journal entries and data completeness across systems. - Support investment book-keeping, including reconciliations across local and group investment software and ledgers. Liquidity and Cash Flow Management: - Manage and coordinate investment, liquidity, and asset-liability management (ALM) to optimize investment yields within the agreed level of risk. - Partner with the Treasury team to analyze cashflow variability and ensure sufficient liquidity buffer to support emergencies. Governance, Compliance and Risk management: - Maintain Investment policy and SOPs, including documenting procedures, approval processes, and risk management strategies. - Ensure all investment activities comply with regulatory requirements and align with group policies and company investment guidelines. - Develop investment guidelines (IMA) and perform due diligence for external manager mandates. - Develop and implement risk mitigation strategies to safeguard company assets. Investment Budgeting and Transformation: - Support the NII plan for the annual business plan of group companies. - Implement and drive system alignment (such as Clearwater/Anaplan/SAP) at the country level. - Simplify processes and collaborate on global/regional investment initiatives. Collaboration with Key Stakeholders: - Work closely with external investment managers and local stakeholders to oversee portfolio management. - Monitor and evaluate the performance of external managers to ensure alignment with investment objectives. - Act as a primary contact person for Asset Management firms and financial institutions. Candidate Specifications: - Bachelor’s degree in Finance, Accounting, Economics, Business Administration or related fields. - Minimum 5 years of relevant investment or investment accounting experience. - Professional certification (e.g., CFA, CA, FRM, CIMA) and experience with investment systems (e.g., Bloomberg, Aladdin, Clearwater, SAP) are a plus. - Sound understanding of financial markets, multi-asset investments, and accounting principles. - Strong analytical, numerical, and communication skills. - Ability to operate independently in a lean team or one-person setup.