At a Glance
- Tasks: Lead investment reporting, manage team, and analyse financial metrics.
- Company: Join a leading firm committed to sustainability and innovation.
- Benefits: Competitive salary, performance bonuses, generous holiday, and healthcare.
- Other info: Hybrid working model for better work-life balance and growth opportunities.
- Why this job: Make an impact in finance while developing your career in a supportive environment.
- Qualifications: Qualified Actuary or CFA with strong analytical and team management skills.
The predicted salary is between 60000 - 80000 € per year.
We’re recruiting an experienced Qualified Actuary or CFA to join our Investment Reporting Team as an Investment Reporting Manager. The Investment Reporting Team sits within our Institutional Retirement Division and is responsible for asset cashflow projection, as well as discount rate methodology and calculation under both IFRS and Solvency II.
As an Investment Reporting Manager, you will support the Head of Investment Reporting on important strategic initiatives and projects, with a particular focus on the asset side of the balance sheet. You will lead the production of a range of IFRS and Solvency II reporting metrics and provide high-quality analysis and commentary on results, manage stakeholder relationships effectively, and support on a range of other essential reporting activities. You will also have direct line management responsibilities for junior members of the Investment Reporting Team. This is a hybrid working opportunity, which will allow you to split your time between home and our Central London office to help you achieve a work-life balance that works for you.
What you’ll be doing:
- Building and maintaining strong working relationships with key stakeholders, including teams across Institutional Retirement Finance, Institutional Retirement Investments, Group Finance, and Auditors.
- Owning the prioritisation and scheduling of activities undertaken by the team, such as BAU reporting, analysis and process improvements, as well as effectively managing resource allocation to meet ad-hoc requests.
- Leading, managing, coaching and developing junior team members to maximise their potential to further enhance the overall performance of the team.
- Supporting the strategic direction of the team’s reporting systems, processes, and methodologies, including reviewing process flows and model inefficiencies to identify opportunities for improved efficiency and effectiveness.
- Owning the ongoing development, implementation, and maintenance of the team’s reporting systems, processes, and methodologies to ensure we have sufficient robustness, appropriate risk assessment, and strong control frameworks.
- Producing IFRS IP and SII Matching Adjustment, as well as ALM and sensitivity metrics – including providing supporting analysis/commentary and presenting & disseminating results to stakeholders.
- Taking ownership for the analysis of IFRS and SII investment variance and profit & loss attribution, new business reporting, ad-hoc stress and scenario testing, model maintenance and development, PRA requests, portfolio analysis and data requests, new asset projection methodologies, and ongoing methodology and assumption reviews.
- Ensuring customers are treated fairly and in line with Legal & General’s Customer Experience and Treating Customers Fairly (TCF) policies.
Who we’re looking for:
- Fully Qualified Actuary or CFA holder with demonstrable relevant experience.
- Strong understanding of IFRS and Solvency II reporting metrics.
- Proficiency in asset modelling and cashflow projection, with experience using VBA and R.
- Strong analytical skills with the ability to review results for reasonableness.
- Awareness of the risk and regulatory requirements within the UK finance sector.
- Proven experience in effective team management, coaching and mentoring.
- Excellent communication skills, with the ability to tailor messaging to suit different stakeholders and their specific needs.
- Ability to review process and system deficiencies and implement meaningful improvements.
Benefits:
- The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes.
- Generous pension contribution.
- Life assurance.
- Healthcare Plan.
- 27 days holiday, plus public holidays. There's also the option to buy and sell holiday.
- Competitive family leave.
- Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax-efficient salary sacrifice.
- Discounts for a range of high-street stores and online retailers, as well as for our own products.
- Commitment to creating net-zero carbon workplaces by 2030 by investing in sustainable, modern offices across the UK, designed to bring people together and elevate the in-person experience.
Investment Reporting Actuary/Manager employer: NACBA
Join a forward-thinking company that values your expertise as an Investment Reporting Manager, where you will thrive in a supportive hybrid work environment in Central London. With a strong commitment to employee development, competitive benefits including performance-related bonuses, generous holiday allowances, and a focus on sustainability, we foster a culture of collaboration and innovation that empowers you to make a meaningful impact in the finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Reporting Actuary/Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and actuarial sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge, especially around IFRS and Solvency II metrics. Practice common interview questions and think of examples that showcase your analytical skills and team management experience.
✨Tip Number 3
Showcase your soft skills! Communication is key in this role, so be ready to discuss how you’ve effectively managed stakeholder relationships and coached junior team members. Highlighting these experiences can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team and contributing to our mission.
We think you need these skills to ace Investment Reporting Actuary/Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications as a Qualified Actuary or CFA, and showcase your understanding of IFRS and Solvency II reporting metrics.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for the Investment Reporting Manager role. Share specific examples of your experience in asset cashflow projection and team management to grab our attention.
Showcase Your Analytical Skills:Since this role requires strong analytical skills, include examples of how you've successfully reviewed results and implemented improvements in past positions. We want to see your problem-solving abilities in action!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our Investment Reporting Team.
How to prepare for a job interview at NACBA
✨Know Your Numbers
As an Investment Reporting Manager, you'll be dealing with IFRS and Solvency II metrics. Brush up on these reporting standards and be ready to discuss how you've applied them in your previous roles. This shows you’re not just familiar with the concepts but can also bring practical insights.
✨Stakeholder Savvy
Building strong relationships is key in this role. Prepare examples of how you've effectively managed stakeholder relationships in the past. Think about specific challenges you faced and how you navigated them to achieve positive outcomes.
✨Lead with Confidence
You’ll be managing a team, so be ready to talk about your leadership style. Share experiences where you’ve coached or developed junior members. Highlight any successful projects that resulted from your guidance to demonstrate your impact as a leader.
✨Process Improvement Mindset
The job involves reviewing processes for efficiency. Come prepared with examples of how you've identified inefficiencies in past roles and implemented improvements. This will show your proactive approach and ability to enhance team performance.
