Senior Investment Report and Analyst

3 weeks ago


กรงเทพมหานคร, Thailand FWD Insurance Full time

About FWD Group

FWD Group is a pan-Asian life insurance business with more than 11 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. FWD reached its 10-year anniversary in 2023. The company is focused on making the insurance journey simpler, faster and smoother, with innovative propositions and easy-to-understand products, supported by digital technology. Through this customer-led approach, FWD is committed to changing the way people feel about insurance. Visit

Job Purpose:
This role has responsible for performing to validate and check all Investment and Finance reports i.e. performance reporting (IFRS, STF analysis, mark-to-market performance monitoring, Investment Accounting report in Financial Operations (FI report for CIO sign-off), develop and deliver Investment’s Report and Dashboard for management to make decision and assigned works.

Key Responsibilities:
Foreign Portfolio- Financial support and analysis- Coordinate with Investment Accounting team and General Accounting team to understand, adjust and validate report before submitting to auditor, group office, local IC and OIC e.g. STF analysis reports- Provide professional advice for reviewing OPBT- Act as owner to develop and produce all required reports as BAU and adhoc requires to related functions i.e., local team, the Group Office and regulators- Timely and accurate preparation of both regular and ad hoc investment reporting, analysis, and monitoring

Environmental Social and Governance (ESG)- Coordinate with Group ESG team and external manager to align with Group ESG framework

Credit Committee (CC)- Join the CC meeting and co-ordinate with related parties

Credit analyst- Co-ordinate with alignment with regulator OIC for new mandate, alignment with Investment policy, Group governance, monitoring credit on FWD portfolio- Support FWD Cambodia regarding investment related i.e. analysis on banking sector, business strength, financial ratio

Baseline Qualifications:
- Bachelor's degree or higher in Economics, Finance or Business Administrations or related fields- At least 7 years of experiences in Investment fields with Insurance/Banking/Asset industries- Having knowledge of financial analysis and financial statements- Required - CISA/ CFA (Level I or higher) Should be an advantage (Optional - FRM)- Fluent in English both verbal and written- Proactive, Open, Caring, Commit, Innovative



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