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Investment Manager at Liberty & Heritage Insurance

Investment Manager at Liberty & Heritage Insurance

Investment Manager at Liberty & Heritage Insurance

Main Purpose

The Investment Manager at Liberty & Heritage Insurance 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

Application Process

If you meet the above requirements you are encouraged to forward your application and updated CV to hr@libertylife.co.ke Clearly stating, the job title on the subject heading.

Apply by 25th October 2024.

Visit Here > Investment Manager


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