Chubb

【TW Life】Investment Compliance Assistant Manager, Investment Dept.

In short

This role supports investment compliance, limit monitoring, and post-investment management within an insurance company's Investment Department, including regulatory filings, Board/Investment Committee reporting, and NII forecasting. It suits someone with a Finance, Accounting, Economics, or Law background and preferred experience in investment, compliance, risk management, or financial analysis. The job demands strong data analysis, reporting, and cross-functional communication skills, with proficiency in Excel and PowerPoint. English reading/writing and AI tool familiarity are preferred but not required.

Job Content
•Responsible for investment portfolio compliance, investment limit monitoring, and post-investment management.
•Prepare regulatory filings and periodic management reports for competent authorities, the Life Insurance Association, and the Central Bank.
•Support the preparation of reports and presentations for the Board of Directors, Investment Committee, and management team.
•Assist in implementing asset allocation strategies, including portfolio monitoring, performance analysis, and investment report preparation.
•Assist with net investment income (NII) forecasting, financial planning analysis, and related management report preparation.
•Support investment transaction documentation and data preparation for traders, and perform after-trade limit checks.
•Support internal and external audits, risk management, due diligence, and cross-functional projects.
•Support ALM, SAA, annual planning, and investment-related projects.
Core Responsibilities
•Investment transaction support and after-trade limit checks
•Investment compliance, limit management, and post-investment monitoring
•Regulatory filings and preparation of Board / Investment Committee reports
•Support for ALM, SAA, annual planning, and investment-related projects
•Support for audits, risk management, and due diligence activities
Requirements
•Bachelor's degree or above; major in Finance, Accounting, Economics, Law, or related fields is preferred.
•Experience in investment, compliance, risk management, financial analysis, or asset management is preferred.
•Familiarity with investment regulations, regulatory reporting, and internal control processes is preferred.
•Strong data analysis, report preparation, and presentation skills.
•Good cross-functional communication and coordination skills; able to work independently and as part of a team.
•Detail-oriented, responsible, and strong in logical thinking and problem-solving.
•Proficient in Excel, PowerPoint, and other office software.
•Good reading and writing skills in English are preferred.
•Ability to use AI tools to support data organization, document drafting, report analysis, and productivity improvement is preferred.
Recruitment Process Notice
•Interview coordination for the next stage will be handled by the company's offshore Service Hub. All interview-related communications — including availability confirmation and interview invitations — will be conducted via email only.
•As phone contact is not available at this stage, candidates are asked to check their email regularly (including spam or junk folders) to avoid missing important updates.

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