Investment Analyst
Описание от работодателя
JOB SUMMARY: To prepare investment portfolio reports as
required for regulatory and management reporting. To prepare monthly
investment related entries and upload files as required by group
investment reporting. To actively participate in various investment
related projects.
MAIN RESPONSIBILITIES
Prepare/Update the SAA for discussion with RIM
Coordinate investment data requirements from Third Party Asset Managers (TPAM)
Prepare investment related requirements for regulatory and internal management reports
Prepare Investment schedules for the Strat Plan (SP)
Monitor compliance with various GHO/GARO/internal guidelines on investment limits
Prepare investment data for upload to Regulus
Prepare materials for reporting to the IC, and escalate matters for notifying or approval by IC
Actively
participate in various investments projects (e.g. IFRS 9, Process
Controls, and Investments data preparation automation)
Stay updated on latest economic and market conditions
Cultivate and maintain relationships with market players and TPAMs
Perform other duties as may be assigned by the Head of Investments
QUALIFICATIONS:
University graduate with a degree in Accountancy or Business courses major in Accounting
3-5 years in similar or related function
Certified Public Accountant License
SKILLS:
Knowledge
of Functions in Insurance company Knowledge and understanding of the
functions in the company and how the businesses work; knowledgeable in
current and possible future policies, practices, trends, and information
affecting business and organization; aware of competition and
strategies and tactics in the marketplace.
Technical Knowledge
and experience An understanding about how accounting in Insurance and
the ability to design an appropriate and relevant analysis and system to
effectively implement, using systems, processes and tools
Work
process analysis & improvement Understanding of how process function
and interact, investigate options for achieving improvement and make
recommendations in improving and redesigning the processes currently in
operation
Agile Investment Planning Ability to identify the
priorities of investing in different initiatives, including budget
amounts, parameters and sequence of activities using Agile applied to
budgeting and demand management
Business Intelligence & Data
Analytics Ability to manage enterprise information (data, technology,
tools, techniques, people, processes) to support decision-making,
predictive analysis, optimization efforts and security analysis through
ad-hoc analysis, standard reports, scorecards and dashboards and
interactive visualizations
Implementing Policies Ensures that
new policies are understood and taken seriously. Communicates new
policies and procedures to employees, supports them with adequate and
timely resources and monitors actual practices in a manner that makes it
clear that full compliance is expected. Avoids behavior or
communications that might send a mixed message about the importance of
new procedures or suggests that full compliance is optional.