Analyste, optimisation des capitaux et gestion de portefeuille
Core
Capital optimization and portfolio management for a mutual insurance company.
Role type
Capital & Portfolio Analyst
Builds
Financial performance indicators, capital structure optimization, liquidity management, and investment governance reports.
Domain
Insurance / Asset Management / Corporate Finance
Deliverable
dashboards & analysis
Required skills
Financial analysis, capital management, portfolio management, financial modeling, regulatory compliance (minimum capital test), strategic planning
Preferred skills
CFA designation, experience in insurance or asset management, knowledge of minimum capital test (TCM)
Technologies
Microsoft Office (Excel)
Responsibilities
Monitor financial and operational performance of investments and mutual holdings; Analyze portfolio performance indicators; Optimize capital structure and manage liquidity; Conduct minimum capital test (TCM) follow-up; Support credit facility usage and financial leverage; Produce financial analyses and strategic recommendations for governance bodies; Develop management tools and dashboards; Ensure compliance with investment policies and regulations; Evaluate preliminary investment opportunities; Collaborate on strategic plans and value creation; Prepare files for investment committees.
Seniority
Mid-level, hands-on IC