Investment Business Specialist Support

Posted 2 Days Ago
Be an Early Applicant
DKI Jakarta, IDN
In-Office
Entry level
Insurance • Financial Services
The Role
Support day-to-day investment activities by preparing Unit Link policy breakdowns, conducting AUM growth and fund performance analysis, benchmarking peers via fund fact sheets and Bloomberg, producing investment updates for customer presentation decks, and collaborating with cross-functional teams to improve reporting and ensure data accuracy for reports like the Unit Link Annual Report.
Summary Generated by Built In

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And to get there, we need ambitious people who believe in playing an important part in shaping that future. People seeking unmatched career and personal growth opportunities, who are driven to work with, and learn from some of the most inspiring and supportive leaders in the business.

Sound like you? Then read on.

About the Role

Support day-to-day investment business activities through preparation of Unit Link (UL) policy analysis, investment performance reporting, and presentation materials, while collaborating with internal stakeholders to ensure data accuracy, reporting quality, and process efficiency.

  • Support Unit Link (UL) Policy Review by preparing UL policy breakdown report with main content such as total premium paid, total costs, and average subscription price.
  • Support monitoring and strategic evaluation by conducting AUM Growth and fund performance analysis, peer benchmarking from fund fact sheet, and Bloomberg-based comparisons.
  • Support customer presentation deck including Agency Power Up and Bedah Polis materials by preparing updates relating to Investment part and UL policy review result.
  • Collaborate with cross-functional teams such as POS, Data Analytic Team, IT BA Team to improve reporting systems and operational workflow.
  • Participate in strategic investment discussion and support documentation review, reporting accuracy, and stakeholder communication activities such as Unit Link Annual Report

#LI-DNI

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Skills Required

  • Prepare Unit Link policy breakdown reports including premiums, costs, and subscription price
  • Perform AUM growth and fund performance analysis
  • Conduct peer benchmarking from fund fact sheets and Bloomberg comparisons
  • Prepare investment sections of customer presentation decks and Agency Power Up materials
  • Collaborate with POS, Data Analytic Team, and IT BA Team to improve reporting systems and workflows
  • Support documentation review and ensure reporting accuracy for Unit Link Annual Report
  • Experience using Bloomberg
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The Company
25,938 Employees
Year Founded: 1919

What We Do

AIA Group Limited is a multinational insurance and financial services corporation headquartered in Hong Kong, providing life insurance, savings, and health protection products across the Asia-Pacific region.

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