Description
FWD Group, a leading pan-Asian life and health insurance business, is seeking an Alternative Investment Execution Manager to drive the execution and transaction management of alternative investment opportunities. You will play a critical role in translating approved alternative investment decisions into actionable execution plans, maintaining active dialogue with external managers and stakeholders, and ensuring transactions are implemented in a timely and controlled manner.
Responsibilities:
- Drive the execution and transaction management of alternative investment opportunities across private credit, infrastructure, private equity, real assets, structured solutions, and other illiquid or semi-liquid strategies.
- Maintain active dialogue with external managers, general partners, arrangers, advisors, legal counsel, administrators, custodians, and other transaction counterparties.
- Translate approved alternative investment decisions into actionable execution plans, including transaction timelines, funding requirements, due diligence workstreams, legal and tax review coordination, operational onboarding, and closing deliverables.
- Partner with Group and local stakeholders to align transaction execution with portfolio allocation priorities, liability needs, cashflow planning, capital treatment, accounting considerations, regulatory requirements, and local entity constraints.
- Coordinate execution across internal teams and local business units to ensure transactions are implemented in a timely, controlled, and well-documented manner.
- Monitor transaction pipelines, execution status, capital calls, subscription processes, closing conditions, documentation progress, operational readiness, and key risks.
- Prepare transaction updates, execution trackers, closing checklists, due diligence summaries, investment committee materials, and post-execution reports.
- Track and review external manager activities, fund documentation, side letters, mandate requirements, fee terms, reporting obligations, and adherence to agreed investment, operational, and governance requirements.
- Contribute to alternative investment platform development, process improvement, data quality, reporting, document management, and workflow initiatives.
- Prepare regulatory filings and reporting as necessary.
Requirements:
- Bachelor's degree in Finance, Economics, Accounting, Actuarial Science, or a related discipline.
- At least 8 years of experience in investment management, alternative investments, private markets, transaction execution, or related financial services.
- Good understanding of alternative asset classes and transaction execution processes.
- Strong execution skills with attention to detail and the ability to manage multiple transactions and stakeholders simultaneously.
- Sound knowledge of private market trends, liquidity, legal, tax, regulatory, and risk considerations.
- Strong communication and stakeholder management skills.
- Proactive, commercially minded, and results-oriented, with a strong sense of ownership.
- Familiarity with insurance investment considerations is an advantage.
- Strong analytical and reporting skills, with experience preparing management reports, trackers, and investment materials.
- Proficient in Excel, PowerPoint, Power BI, and investment/workflow management systems.
Benefits:
- 5-day workweek
- 20-22 days annual leave
- Excellent learning and development opportunities
- Attractive package
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