Investment Manager at Liberty Life

Main Purpose

The Investment Manager is responsible for management of investment operations through timely investment of funds, compliance with approved mandates and reporting to General Manager Finance & Administration.

Key Responsibilities

• Implement strategies and initiatives to enhance investment performance relative to the risk and the investment processes.
• Understand the financial models to forecast/test the robustness of the investment strategy.
• Ensure full compliance with and keep abreast of all relevant regulatory requirements and guidelines provided by the Risk and Compliance team including investor disclosures, privacy laws, anti-money laundering requirements, anti-fraud measures
• Research and propose for implementation strategies and initiatives to enhance investment performance relative to the risk and the investment process (es).
• In liaison with Fund Managers ensure compliance with the approved portfolio mandates and enhancement of investment returns.
• Collect and analyse financial information and use the data to build financial models and projections to explore future scenarios of target products and macroeconomics.
• Quarterly review of Tactical Asset Allocations (TAAs) and or Tactical Decisions
• Bi-Annual review of the Strategic Asset Allocations (SAAs) for all Portfolios
• Periodical asset and securities review to keep abreast of industry changes and advise management accordingly.
• Monitor and ensure timely transfer of funds from collection accounts to respective custody accounts as per approved process.
• Own and follow through execution of the Asset Liability Matching (ALM) actions.
• Liaise with Fund Managers to ensure timely and compliant investment of funds Participate in and support the Sales and Development, Marketing and Actuarial teams in new product development initiatives.
• Stakeholder management and reporting.

Credit Risk management

• Monitor credit risk requirements including ensuring that all relevant risks are proactively identified and managed
• Keep abreast of relevant investment trends by developing in-depth understanding of market conditions, developments and overall economic outlook.
• Participate in budgeting process and continuous pro-active monitoring of performance against budget with respect to investment.

Qualifications

• Bachelors’ degree in a business-related field which include Finance and Commerce.
• Professional accounting qualification such as CPA or ACCA, Investment related certification CFA, CISI, ICIFA

Experience

• At least 5 years’ experience in the financial industry with focus on investments.

Competencies

• Accounting knowledge
• Knowledge of various investments concepts such as risk management and compliance, products, asset classes, alternative investments.
• Familiarity with working of a Life insurance business.
• Understanding and appreciation of fiduciary responsibility, personal integrity and professionalism.
• Knowledge of accounting systems
• Knowledge of regulatory requirements
• Risk Awareness Knowledge in treasury cycle management
• Financial modelling skills
• Knowledge of capital markets
• Cash flow accounting