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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
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