We are looking for a self-motivated individual to join us on a contract basis for an exciting client project. You will be placed within the Balance Sheet Management team and drive the day to day operations in the various components of the Shareholder Investment Portfolio, in line with the team’s objectives.
Optimisation Optimise the Shareholder Investment Portfolio within the Group's Risk appetite, including capital coverage and IFRS earnings at risk dimensions, Regulatory requirements and Liquidity requirements Setting the strategic asset allocation and TAA limits of the SIP Long Term Investment Portfolio, in line with overall risk appetite, and in line with SIP's overall objective Risk Management Ensure appropriate mandates are in place with asset managers, and regularly review performance against these Understanding overall SIP performance drivers, and providing oversight to ensure portfolio performs in line with mandate, and propose improvements Working with Risk team to ensure the portfolio remains within limits, that all instruments held and transactions performed are within approved mandates Establish and continuously improve MI processes, earnings reporting and attribution processes, working with Insurance Centre of Excellence and Financial Decision Support Reporting Regularly report on the performance of the Shareholder Investment Portfolio to the various stakeholders Manage relationship within the Group and ensure the MI used in budgeting and PnL reporting is timeous and appropriate Drive the setting up of required MI processes and dashboard to more efficiently manage the SIP day-to-day operations General Analyse process shortcomings and recommend improvements Responsibility for drafting the commercials of mandates, tracking adherence to mandates, driving the budgeting process, and carrying out due diligences where required Work with Structuring and Credit Alternatives to improve overall balance sheet efficiency Qualifications Professional with 3 to 5 years financial and retail services experience Talented individuals from various fields of study would be considered (eg.
engineering, IT or actuarial science) if they can demonstrate an eagerness and aptitude to build a professional career in the financial services industry Suitable candidates will have ambition to pursue relevant post graduate studies (eg.
CFA, Actuarial Studies) Experience Prior experience in quantitative analysis and the interrogation of data, preferably in investments Experience working in a life insurer, with an understanding of assets and liabilities will be an advantage Any experience that demonstrates the individual’s ability to take ownership Knowledge In depth understanding of economics and investment management In depth knowledge of investment landscape and financial environment Understanding of the drivers of investment returns (performance attribution) Computer literate Excel skills essential, VBA knowledge optional Microsoft Word and PowerPoint, Microsoft Project optional Prior experience of systems like Bloomberg, Reuters, Risk and Performance Analysis systems would be an advantage but is not required Job related skills Pro active individual not needing close supervision Ability to analyse, question and interrogate information Ability to plan work and deliver required work timeously Stress tolerance and willingness to take responsibility for allocated tasks Communication skills (verbal and written) Good team worker Attention to detail Adaptable and inquisitive Clear commitment to developing a career in investment or capital management