Specialist, Deal Underwriting (in preparation)
AIASummary
AIA Insurance Asset Management is hiring a Specialist in Deal Underwriting in Shanghai. This full-time role involves participating in deal sourcing, conducting due diligence, communicating with clients and counterparties, negotiating contracts, and assisting with product fundraising. The position requires a Master's degree, at least 3 years of experience in debt product investment or issuance management within financial institutions, and strong analytical and communication skills.
Required Skills
Details
- Experience Required
- 3+ years
- Posted
- ~Jul 3, 2026
Description
FIND YOUR 'BETTER' AT AIA
We don’t simply believe in being ‘The Best’. We believe in better - because there’s no limit to how far ‘better’ can take us.
We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.
If you believe in better, we’d love to hear from you.
About the Role
Implement deal underwriting to deliver performances according to multiple objectives and ensure the entire process compliant with internal and regulatory requirements.Roles and Responsibilities:
- Participate in deal sourcing including client expansion, relationship maintenance and pipeline management.
- Collect data & information, conduct deal-based due diligence & feasibility studies and draft relevant reports.
- Assist in communicating with corporate clients, banks, intermediary service provider and other relevant counterparties, and coordinate internal & external counterparties to review and provide opinions.
- Participate in negotiating key clauses of relevant contracts, promote the contract signing and product filing.
- Participate in communication with external investors to facilitate product fundraising.
Minimum Job Requirements:
- Education: Master's degree and graduate from well-known domestic or oversea university. Major in Finance/Economy/Law/Accounting preferred.
- Experience: At least 3-year experience of debt product investment or issuance management in IAMC, Trust company, Bank or relevant financial institutions.
- Professional Qualification: CPA/CFA/Lawyer's license preferred.
- Strong financial analysis, activity planning and written communication skills.
- Accountable, efficient, focused, good team player and able to work under pressure.
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.