Investment Analyst (Insurance)

A short-term insurance business is seeking to appoint an Investment Analyst (Insurance). The Investment Analyst will assist the Senior Investment Manager in the implementation of the investment policy and investment strategy, and prepare investment performance monitoring and reporting.

Qualifications

• Relevant B degree qualification (B Com/ BAcc)
• Advantageous if the qualification is relevant to investments

Experience

• Minimum 2 years in an investment environment within short-term insurance.
• Compile data received from asset managers for reporting to Senior Investment Manager.
• Reconcile data received from asset managers vs what is received from the bank.
• Monitoring of post-trade mandate compliance.
• Assist in the preparation of investment commentary for monthly reporting to internal stakeholders.
• Provide investment portfolio information to the Senior Investment Manager for the actuarial team.
• Populate data received from the Actuarial department on market performance indicators on a monthly basis for investment workings.
• Assist in the preparation of monthly investment reports.
• Assist Investment Manager in the preparation of investment performance packs for the Investment Steering Committee and Investment Committee.
• Maintain relationships with service providers for outsourced functions such as asset managers, asset consultants, investment administrators.
• Resolving any investment related queries with asset managers, asset consultants, investment administrators.
• Consolidating, monitoring, and analysing investment data.
• Assisting the Head of Investments with ad-hoc activities.
• Monitoring and Reporting of Investment Performance Reporting using StatPro Revolution.
• Monitoring of financial markets using Bloomberg.
• Daily compilation of asset managers data and calculation of Assets Under Management (AUM).
• Monthly and quarterly investment reconciliations.
• Month end investment journals.
• Monthly invoices.
• Compliance and Variance/Cash report.

Please note that if you have not received a response within 14 days of submitting your application, your application was unsuccessful.