Posted By
Posted in
Banking & Finance
Job Code
531758
We are looking for a Head - Insurance analysis and reporting who shall be helping us track our investments to the tune of a billion dollars or more. The role holder shall report to the investment head in USA and will have a team of 7-10 resources.
Please visit http://www.globalbankers.com/ or our parent company www.eliglobal.com for more about us.
Roles and responsibilities
- Preparation of Investment Assets reports as per the management's requirements on different portfolios.
- Carrying out performance review of each class of investment category held within the portfolio over the period under review.
- Carrying out the review of the investment committee's recommendations provided over the period under review and ultimate performance review.
- Prepare the investment outlook and recommend the investment strategy for the next period including changes to the investment parameters and guidelines.
- Supporting the team during project execution, reviewing the report and providing valuable inputs.
- Carrying out reviews independently to discuss the issues in the reporting parameters with process owners, taking management response and effectively closing loop in the reporting parameters with the management.
- Compliance to internal risk management and documentation.
- Project planning, resource requirement analysis, scheduling, team meetings.
- Should have excellent communication skills
- Should be able to monitor execution on multiple engagements and individually contribute towards the achievements of the team goals
- Shall be required to monitor and strictly ensure timely completion of reports and submission of quality deliverable/reports within planned time.
- Should be willing to take up higher responsibility as per the work requirement.
- Assist in the various compliance with SEC and other regulatory bodies in US and Malta.
- Must demonstrate personal accountability in ensuring all tasks and activities are carried out on time and in accordance with legal and management requirements.
Experience and education qualifications
- CFA with 8-15 years of post-qualification experience in preparation of reports, analysis and portfolio review.
- Knowledge of basic accounting and insurance terminology.
- Prior experience of working in Life insurance sector is a must
- Have knowledge of financial instruments.
- Excellent verbal and written communication skills.
- Proficiency in MS-Office applications, must have good working knowledge of excel.
- Strong professional and inter personal skills.
Location - Faridabad, Delhi/NCR
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Posted By
Posted in
Banking & Finance
Job Code
531758