At a Glance
- Tasks: Enhance and develop Management Information for clients and senior leadership in a dynamic investment environment.
- Company: Join Canada Life, a leading asset management firm with a rich 170-year history.
- Benefits: Enjoy a competitive salary, generous pension, private medical insurance, and ongoing professional development.
- Why this job: Make a real impact in investment performance and risk management while growing your career.
- Qualifications: Numerical degree preferred; experience in asset liability management and strong Excel skills are key.
- Other info: Flexible working options available to support your work-life balance.
The predicted salary is between 48000 - 72000 £ per year.
Location: London (City)
Our solutions
Each of our offerings has been built for a purpose, whether it sits at the core of a portfolio to provide long-term growth or to offer access into a specific global market. Our 40-year plus history as asset managers means we have the expertise to provide high quality multi-asset and risk-profiled solutions as well as attractive equity, fixed income, alternative funds, and real estate finance.
Our heritage
Our parent company, Great-West Lifeco, is a financially strong and stable global organisation, with total assets under administration of £1,800bn and approximately 33,250 employees worldwide, as at 31 December 2024. We also have more than 31 million customers worldwide. As the oldest Canadian life assurance company, Great-West Lifeco's foundations trace back to 1847 - meaning we've been helping our customers plan for the future for more than 170 years.
Our team
Canada Life Asset Management has over 70 colleagues and includes more than 50 experienced investment professionals, with almost 20 years' average industry experience and ten years' average tenure at Canada Life Asset Management (CLAM). We are seeking an Investment Performance & Risk Lead to join the Investments team within CLAM, based in the firm's London office.
Job Summary
Work with wider CLAM business, including fund managers and senior management, to enhance existing Management Information ("MI") and develop new MI for CLAM's clients and Asset Management's senior leadership team. Produce, monitor and present MI to a range of audiences including senior management (where required). To include reporting on asset sourcing for clients, investment performance against targets and to articulate Lifeco's wider asset capabilities. Supporting and developing Asset Liability Management ("ALM") oversight within the Asset Management business.
What You'll Do
- Production of and monitoring of Management Information ("MI"), including reports on: asset sourcing for clients; investment performance against targets; and articulation of asset sourcing capabilities across Lifeco and reporting this to clients.
- Work with wider Asset Management business to enhance existing MI (with some focus on the clients' capital intensity of assets sourced/traded).
- Develop new MI and enhance existing MI for CLAM's clients, and, for CLAM's senior leadership team.
- Assist with the preparation of internal and external investment presentations.
- Presenting to senior management or committees when required.
- Provide support to CLAM clients' ALM strategies.
- Assist in the continuous review and improvement of the departments' processes and procedures to ensure the provision of timely, accurate and efficient levels of service.
- Support business projects to improve business processes and strategies.
- Continue own development in line with the Division's objectives.
Who You Are
- Experience of working within an insurer's actuarial/finance team concerned with annuity Asset Liability Matching (ALM) and/or annuity pricing/valuation/accounting.
- Knowledge of asset classes relevant to backing annuity liabilities.
- Knowledge of ALM for annuities (desirable).
- Experience in producing, monitoring, presenting and developing Management Information (key).
- Advanced knowledge of Excel and the ability to learn and use (or existing ability to use and develop) more advanced reporting technology (e.g., PowerBI).
- Appreciation and understanding of CLAM clients' regulatory environment including Solvency UK (key), Solvency II Europe, and Canadian (desirable), as relevant for sourcing/managing appropriate assets for insurance clients of the Asset Management business.
- Proven communication skills with the ability to adapt messaging to the audience at hand (up to senior leadership level).
- Problem solving and decision-making skills.
- Planning and organising skills.
Qualifications
- Bachelor's degree in a numerical field (preferable).
- Student or Newly qualified actuary (an actuarial background is preferable but not essential).
Benefits of working at Canada Life
We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that’s regularly reviewed. As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with, income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.
How we work at Canada Life
Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward.
We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That’s why we offer a range of training, flexible working and opportunities to grow and develop.
Diversity and inclusion
Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we’re making in DEI, and we continue for it to be a significant focus.
“At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all.” Nick Harding, Chief People Officer, Canada Life UK
We appreciate that everyone has different work and life responsibilities. We’re happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.
Investment Performance & Risk Lead in London employer: Canada Life Group (UK) Ltd (The)
Contact Detail:
Canada Life Group (UK) Ltd (The) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Performance & Risk Lead in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even reach out to folks on LinkedIn. Building relationships can open doors that you didn’t even know existed.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common questions. Don’t forget to have your own questions ready to show your interest. Remember, it’s a two-way street!
✨Showcase Your Skills
Use every opportunity to demonstrate your expertise. Whether it’s through presentations, case studies, or even informal chats, let your knowledge shine. This is your chance to stand out from the crowd!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll be one step closer to joining our amazing team at Canada Life.
We think you need these skills to ace Investment Performance & Risk Lead in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Investment Performance & Risk Lead role. Highlight your relevant experience in asset management and MI production, and don’t forget to mention your knowledge of ALM and regulatory environments!
Showcase Your Skills: We want to see your problem-solving and decision-making skills shine through. Use specific examples from your past experiences that demonstrate how you've tackled challenges and contributed to team success, especially in a financial context.
Be Clear and Concise: When writing your application, keep it clear and to the point. Avoid jargon unless it's relevant to the role. We appreciate straightforward communication, so make sure your key points stand out!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Canada Life!
How to prepare for a job interview at Canada Life Group (UK) Ltd (The)
✨Know Your MI Inside Out
Make sure you understand Management Information (MI) thoroughly. Be prepared to discuss how you've produced, monitored, and presented MI in your previous roles. Highlight any specific examples where your insights led to improved decision-making or performance.
✨Brush Up on ALM Knowledge
Since the role involves Asset Liability Management (ALM), it’s crucial to have a solid grasp of this area. Familiarise yourself with the principles of ALM for annuities and be ready to discuss how you can apply this knowledge to support clients' strategies effectively.
✨Excel and Reporting Tech Skills
Advanced Excel skills are a must, so be prepared to demonstrate your proficiency. If you have experience with reporting tools like PowerBI, mention it! You might even want to bring along a sample report to showcase your capabilities.
✨Tailor Your Communication Style
You’ll need to present to senior management, so practice adapting your communication style to different audiences. Think about how you can convey complex information clearly and concisely, ensuring that your message resonates with each listener.