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.

Requirements

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