To publish and manage regulatory and internal MIS Reports and prepare Investment dashboards in order to achieve the internal as well as regulatory investment objectives.
Key Responsibilities :
Responsibilities :
- To have a sound knowledge of Investment IRDA Regulations
- To monitor hard, soft and internal limits in the investment system and provide alerts to Front Office in advance to avoid any breaches
- To manage, prepare & publish internal MIS and regulatory reports
- To automate activities for the purpose of various MIS reports
- To manage Month end reporting and Daily position TB matching
- To prepare monthly factsheets
- To collaborate with Investment front office team on related developments in asset classes and relevant changes in Internal MIS reports
- To preparation of IRDA Returns, ULIP disclosure report, Capital market exposure report and Website Disclosure Report and ensure it reconciles with the investment system
Key Performance - Accurate and Timely publication of MIS reports = 100% CX/NPSQ/Ver 1.0/1st Feb 2020
Internal Indicators - Preparation of regulatory reports with accuracy & timely submission = 100%
- Automate the MIS reports = 100%
Job Requirements :
Qualifications : CA / MBA
Experience : 5-6 Years of relevant experience
Functional Competencies :
- A sound understanding of the software used by Investments
- A sound knowledge of Investment IRDA Returns
- Good understanding of the reporting requirement and links with various report and systems
- Filing all IRDA and regulatory reporting with zero non-compliance and within stipulated timelines
- Ability to draw conclusions and assess impact from analysis and interpretation of financial data
Behavioral Competencies :
- Collaboration
- Good communication skill.
- Execution Excellence
- Business Acumen
Key Interactions :
- Internal Nature or purpose of interaction
- Front Office
- Actuarial
- Liaising with Front Office for MIS reports
- Actuarial Report
- Senior Management - Discussing and preparing various MIS reports
- External Nature or purpose of interaction
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