Head of Multi-Asset Investment Operation, Global Insurer

  • 90K+
  • Hong Kong
  • Festanstellung, Vollzeit
  • Wellesley Associates Limited
  • 21 Mai 19

This is an excellent opportunity for an experienced buy-side operation professional to join one of the largest insurance group in the globe to help the regional COO to streamline and implement base practice for the investment operation department.


  • Understand the group requirements and work closely with the head office on implementing a new investment operations model
  • Define future capabilities required by the investment function to drive investment operations towards its desired operating model
  • Work closely with local office COO to drive a common target operating model for the entity’s investment operation
  • Working with Investment office to drive the transformation of investment operation and work closely with other Business units such as finance; actuarial; custodians and asset managers to ensure the transformation meets the user requirements
  • Drive operational risk management for investment and investment operations globally
  • Ensure effective governance structures, infrastructure and processes are in place across all the insurance entities


  • Bachelor degree
  • Prefer candidate with CFA or CIPM qualifications
  • Extensive experience on buy side investment operation processes and prior experience in operation transformation is a plus
  • Ability to understand and develop a target operating model and recommend enhanced trade processes to improve effectiveness from cost and efficiency perspectives.
  • Experiences in different investment operating models, in-house management, outsourcing or hybrid model on a global basis.
  • Detailed expertise and knowledge in relation to investment operations and processes
  • In depth knowledge of investment systems including functionally, operationally and financially
  • Minimum of 15 years of experience in buy-side operation or project management
  • Excellent command of written and spoken English and Chinese


If you would like to apply for this role or find out more, please contact Louis Fan on  +852 2847 9961 or by email on l.fan@wellesleys.com or apply online with your latest CV in word format and expected salary, quoting the job role Head of Multi-Asset Investment Operation,Global Insurer. Kindly note that only shortlisted candidates will be notified.