Investment Compliance Risk Manager - Insurance

Education CA/ ICWA/MBA CA/Inter- CA/ICWA/MBA/M.Com

Years of Experience

Type of Experience Experience in Investment compliance, Limit monitoring, Risk Management, Compliance Reporting and MIS in Insurance Company/Mutual Fund.

Knowledge of M fund Package & M fund Dealing module will add advantage.

Overall purpose of the Job To manage the Investment compliance, Limit monitoring, Risk Management, Compliance Reporting, IRDAI reporting and other regulatory and MIS reporting.

Key Performance Areas Key Task & Activities Skills / Competencies required

Investment Compliance - Monitoring of various limits prescribed by IRDA.

- Monitor compliance to statutory norms

- Monitoring of various limits specified in Company Investments and Lending Policy. Mantra 10 competencies

- Investment Compliance

- Domain Knowledge

- Customer Orientation

- Execution

- Drive

- Collaboration

MIS - Extract and analyze data to produce meaningful and relevant management information

- Preparations of Investments Committee reports.

- Preparation of Fund Fact sheets for Unit Linked Funds

Regulatory reporting - Responsible for accurate and Timely reporting of all reports to IRDAI, in specific Investment quarterly returns.

Portfolio Risk Management - Benchmarking with competition, indices and analyses of the same.

- Calculation of risk adjusted returns-various parameters such as Sharpe ratio,VAR, Back Teting and Strees Testing. Knowledge of MSCI Barraone application will be added advantage.

- Providing analysis and management of risk, portfolio valuation and monitoring earnings and risk metrics.

Personal Attributes - Investment compliance and limit monitoring background

- Good knowledge of IRDAI Investment Regulations

- Having good knowledge of MS- Excel and Fund Accounting software Package. Knowledge of Macro writing will be an advantage

- Good Team player.