This role is primarily responsible for supporting the management of Chaucer's investment portfolio. This includes investment reporting, manager oversight, portfolio management, investment analysis and risk management.
Investment Reporting
- Produce performance and asset allocation reporting to Deputy Head of Investments.
- Produce investment related MI reporting including to the following stakeholders: CFO, Exec Team, Finance & Investment Committee, Boards.
- Produce investment related reporting to China Re including all regular reporting and ad-hoc request.
- Produce regulatory and statutory investment related reporting including Lloyd's returns, group financial statements, local returns.
- Ensure all investment related data in the investment accounting software and general ledger is accurate.
- Provide an in-depth macroeconomic view for US, UK and Eurozone markets and related impact on investment products held and potential asset classes.
- Carry out analysis and reporting, including scenario analysis, modelling the impact of changes to asset allocations.
- Produce relevant papers seeking approval from Boards, Finance & Investment Committee, Execs, parent company as required to approve of any strategy changes.
Investment Risk
- Manage the portfolio to the Investment Risk Framework and Appetite and regulatory restrictions.
- Produce all investment risk metrics and related reporting.
- Ensure all portfolios are compliant with risk and regulatory metrics.
- Support the asset liability management process.
Third Party Managers
- Support oversight of managers including performance, compliance, execution, and controls.
- Support analysis for any changes in mandates/IMAs up to execution.
- Support any RFP process as and when required.
- Suggest and instruct trade instructions to investment managers or custodians, ensuring trades are completed.
Other responsibilities
- Work closely within the Investment & Treasury team to understand future capital and cash flow needs and adjust the investment portfolio accordingly.
- Work closely with the Risk Team for all investment related metrics and risk considerations.
Our requirements
- Experience working in investment portfolio management within financial markets, investment or insurance industry, having first-hand experience of Investment analytical reporting
- Lloyd's of London investment management experience
Technical skills
- In depth knowledge of investment markets and products
Education & Experience
- Numerically orientated - P/Q Actuary, Accountant or CFA (long standing experience will be accepted)
Personal skills
- Highly motivated and confident individual with positive work ethic.
- Excellent at managing own workload and working on own initiative.
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Senior Investments Analyst employer: Chaucer Syndicates Ltd
Chaucer is an exceptional employer, offering a dynamic work environment in the heart of London, where employees are encouraged to grow and develop their skills within the reinsurance sector. With a strong commitment to diversity and inclusion, Chaucer fosters a collaborative culture that values individual contributions and promotes continuous improvement. Employees benefit from flexible working arrangements and have the opportunity to engage with a global client base, making their work both meaningful and rewarding.
