Senior Manager, Investment COEApply locations Malaysia - KL Eco City
Time Type: Full time
Posted on: Posted 14 Days Ago
Job Requisition ID: R-0021615
About FWD Group
FWD Group is a pan-Asian life and health insurance business with more than 12 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. The company was established in 2013 and is focused on changing the way people feel about insurance. FWD's customer-led and digitally enabled approach aims to deliver innovative propositions, easy-to-understand products, and a simpler insurance experience.
For more information, please visit www.fwd.com
FWD Technology and Innovation Malaysia Sdn. Bhd., known as FWD TIM, was established in late 2019. Strategically located in Kuala Lumpur, FWD TIM serves as a pivotal shared service location within FWD Group, providing services to multiple markets across the Group. FWD TIM houses a diverse and talented workforce focused on essential business and technology services such as information security, cloud operations, IT solutions delivery, digital and data, actuarial, finance, investments, and customer service, among many others. FWD TIM is dedicated to driving and delivering operational excellence and efficiency, fostering innovation, and ensuring regulatory compliance across all business functions as well as maintaining a competitive edge in the market.
PURPOSE
Reporting to the Head of the ICOE, this is the key business and technical subject matter expert for group-wide on Bloomberg and Clearwater, to integrate Bloomberg into all Investments and Finance systems infrastructure (Clearwater, Investment Data Repository and all other internal Finance systems) from a technical infrastructure perspective.
The incumbent develops group-wide Bloomberg governance and workflow framework and processes as well as ensures Bloomberg is fully optimized and standardized in both Investment Operations and Investment Accounting processes whilst supporting day-to-day investment operations and accounting activities.
Contribute to the expansion of the ICOE and Group to the LBUs.
KEY ACCOUNTABILITIES
Bloomberg & Clearwater Technical System Subject Matter Expert
Serve as the key appointed person to liaise with Bloomberg & Clearwater on all system infrastructure-related matters.
Establish, drive and execute the continuous improvement opportunities and plan for better group-wide operations efficiency, accuracy, and quality of data.
Responsible to ensure all trades are recorded in Bloomberg and Clearwater on a timely basis (i.e. T+1).
Act as the technical expert with the ability to troubleshoot and reconfigure the systems usability as well as provide expert advice for inbound/outbound system interfaces.
Lead and drive internal and external systems integration and migration for markets.
Manage external vendors & partners.
Perform quality control to ensure data quality and accuracy.
Participate in UAT and ad hoc projects; provide expert-level resolution on issues till completion and explain to markets on the processes by showing how and why of the suggested solutions.
Data Management
Establish and manage a group-wide ISDA & CSA repository and ensure group-wide governance processes are adhered to.
Ensure standards for Bloomberg setups are adhered to and managed appropriately (i.e. portfolios, securities, transactions, etc.).
Lead, drive and ensure data standardization, centralization, and harmonization across all internal and external relevant systems and between group and markets.
Update and maintain BBG data standardization across external asset management and BU.
Ensure Clearwater database entered by BU aligned with GO standard and maintain the data consistency.
Investment Operations & Accounting
Act as second approval/backup approval for investment operations & accounting daily activities.
Set up and maintenance of core investment operations & accounting systems infrastructure.
Regularly review the workflows for SOPs update; suggest and implement process improvements and utilize technology to improve operation workflow efficiency.
Ensure Operational standards are adhered to and any exception processes are fully documented and approved.
Participate in new product approval process by analyzing the impact on trade booking, settlement, end-of-day process, regulatory reporting, etc.
Planning, implementation, overseeing and leading business projects related to securities middle and back-office operation.
Serve as a technical business analyst to evaluate business requirements, analyze problematic situations, and provide suggestions/solutions accordingly to ensure company growth.
KEY PERFORMANCE INDICATORS
Trades are recorded in Bloomberg / Clearwater at 95% on T+1.
Ability to communicate clearly and resolve various technical issues.
Handling and resolving complex issues and ad-hoc requests related to technology.
Lead investment projects to successful completion.
EXTERNAL & INTERNAL CONTACTS
Internal:
Group Investment Operations Team
Local offices' Investment Operations team
Group Investments
ICOE Investment Operations
External:
Asset Managers
Bloomberg
Custodians
Brokers
Collateral manager
Clearwater
Asset Management companies/partners
DECISION MAKING
Recommend implementation of Bloomberg modules to streamline investment operations/accounting.
Able to provide suggestions to enhance Clearwater automation report for Investment Accounting related topics.
QUALIFICATIONS / EXPERIENCE
University degree in Accounting/Business/Finance/Mathematics or related fields.
10+ years of experience working in middle office operations, collateral support, trading processing, project management office.
KNOWLEDGE & TECHNICAL SKILLS
Business Knowledge
Solid knowledge of financial products.
Advanced knowledge in Bloomberg AIM is required.
Knowledge of Private Equity and Alternative Credit products is an asset.
Technical Skills
In-depth experience with investment systems such as Bloomberg, Aladdin, Reuters, IDC or any other market data providers.
Investment Accounting Systems (PAM, FAM, Portia, Clearwater, etc.) is an asset.
Alteryx, VBA, Macro, SQL.
Microsoft Office.
Management Skills
Experience in leading small teams in an Investment Operations environment is preferred.
Clarity in communication and being an active listener.
Being empathic with a desire to help others.
COMPETENCIES
Able to work independently or as part of a team.
Excellent interpersonal skills.
Good command of both spoken and written English.
Understanding inter-dependencies and inter-connections of systems; seeing the big picture rather than the parts.
Being flexible and adaptable for change.
Learning from mistakes and desire to improve.#J-18808-Ljbffr