PLT | Manager
Core
Support Investment Committee and Audit Committee meetings, prepare investment papers, calculate Par fund returns, and provide data/analysis for ALM strategies and new product launches.
Role type
Manager, Investment Operations & ALM Support
Builds
Investment monitoring reports, Par return factsheets, ALM strategy data, and customer-facing investment materials
Domain
Insurance / Asset-Liability Management / Fixed Income
Deliverable
dashboards & analysis
Required skills
Investment management, Asset-Liability Management (ALM), Financial analysis, Project management, Data validation, Stakeholder coordination
Preferred skills
CFA/FRM certification, Market research, Risk-return analysis
Technologies
Bloomberg, Coupa, ISDA/CSA documentation
Responsibilities
Prepare materials and minutes for Investment Committee meetings; Calculate and review monthly Par fund returns; Provide data and analysis to support ALM strategies and new product launches; Coordinate ISDA/CSA discussions with banks; Act as Business Contract Manager for investment vendors; Validate market data from Bloomberg.
