Investment Specialist
Core
Lead asset allocation, investment strategy, and asset-liability management (ALM) to optimize returns, capital efficiency, and risk for a life insurance/banking entity.
Role type
Principal, Investment Officer
Builds
Strategic Asset Allocation (SAA) frameworks, ALM frameworks, and optimized investment portfolios
Domain
Life insurance, banking, asset management
Required skills
Strategic Asset Allocation (SAA), Asset-Liability Management (ALM), capital markets analysis, balance sheet management, quantitative analysis, derivatives, hedging, regulatory capital management, liability management
Preferred skills
CFA charter, Master's degree, experience in life insurance, banking, or asset management
Technologies
None explicitly stated
Responsibilities
Lead development and implementation of SAA and ALM frameworks; Provide investment and capital markets recommendations for annual asset allocation reviews; Partner with Product, Actuarial, Finance, Risk, and Distribution teams on insurance product development; Develop investment strategies covering asset allocation, yield enhancement, hedging, asset sourcing, and balance sheet optimization; Set portfolio mandates and benchmarks and monitor investment performance, regulatory requirements, and risk limits; Provide investment insights and recommendations to senior management and Investment/ALCO committees; Support investment analytics, portfolio performance, capital impact, and regulatory reporting; Collaborate with Group Investment teams on strategic investment initiatives and governance; Strengthen investment controls, governance, and sustainability-related portfolio reporting