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- Tasks: Lead investment operations, manage liquidity, and drive change in a dynamic insurance environment.
- Company: Join a leading insurance company focused on innovation and transformation in investment operations.
- Benefits: Enjoy competitive compensation, professional development opportunities, and a collaborative work culture.
- Why this job: Be at the forefront of change, lead teams, and make a significant impact in investment operations.
- Qualifications: Must be certified (Accountant, Actuary, CFA) with insurance experience in life or GI.
- Other info: This role is not treasury-focused; it's all about investment, valuation, and managing change.
The predicted salary is between 72000 - 108000 £ per year.
This is the same role as the one I was advertising but some key elements have changed so I've reposted it (hopefully you got the info in the rejection mail?)
We are looking for a Director of Investment Operations and Reporting to lead and drive change across key investment functions, including Middle Office, Back Office, liquidity management and collateral management. This sits in an insurance company so you will need to have insurance experience (life or GI).
Key elements of the role (Director of Investment Operations and Reporting):
- Middle/back office role but people HAVE to be qualified/certified in something – Accountant, Actuary, CFA. They may end up being delegated tasks by the CFO.
- They will be managing short term liquidity – cash, building frameworks, policies, etc.
- Change – managing change as they continue the restructure.
- Leadership – new people and teams changed due to the restructure will need to be led positively through the process.
- Experience of accounting/valuation as there are less skills in this area. They need to be able to own the numbers on the investment side.
- Insurance experience – I'm afraid I've been told to avoid people from banks/asset managers as Investment Operations is a v different process. People need to understand where a BPA insurer would invest and how to onboard them. But you could be from a life or GI insurance background.
This IS NOT a treasury role other than the liquidity management part. The main focus is investment, valuation and change.
Four pillars:
- middle office/settlement and collateral management – initiating collateral calls, managing calls, minimizing exposure
- accounting and reporting – they're using an insourced model which involves reconciliation of data, etc
- valuation – methods, models, validation, etc, including valuation for complex liquid assets
- change delivery – they're considering implementing a new system which will be a large transformation project
12m question – what will this person need to have achieved in their first year:
- Consolidation and leadership of team
- The person will need to have embarked on the Change journey – they're doing RFPs at the moment so this person would need to own that process (and take it off the Financial Controller's desk)
- Embed really solid controls – change the culture around control processes.
If you feel that you're still suitable, please can you email me directly on Apologies for doing it this way but I've had a massive response to this role so I'm trying again!
Best wishes, Sophie
Director of Investment Operations & Reporting (Insurance) employer: ORANGE MALONE LTD
Contact Detail:
ORANGE MALONE LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director of Investment Operations & Reporting (Insurance)
✨Tip Number 1
Make sure to highlight your experience in insurance, specifically in life or general insurance. This is crucial as the role requires a deep understanding of investment operations within an insurance context.
✨Tip Number 2
Demonstrate your leadership skills and experience in managing teams through change. Be prepared to discuss specific examples of how you've successfully led teams during restructuring or transformation projects.
✨Tip Number 3
Familiarize yourself with the key pillars of the role, such as middle office operations, collateral management, and valuation methods. Being able to speak knowledgeably about these areas will set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your approach to embedding solid controls and changing the culture around control processes. This is a significant aspect of the role, and showcasing your strategic thinking here will be beneficial.
We think you need these skills to ace Director of Investment Operations & Reporting (Insurance)
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your insurance experience, particularly in life or general insurance. Clearly outline your previous roles and responsibilities that align with investment operations, liquidity management, and change management.
Showcase Qualifications: Since the role requires specific qualifications, ensure you mention any relevant certifications such as Accountant, Actuary, or CFA. Include details about how these qualifications have prepared you for the responsibilities of this position.
Demonstrate Leadership Skills: Provide examples of your leadership experience, especially in managing teams through change. Discuss how you've successfully led teams during restructuring or transformation projects in the past.
Detail Change Management Experience: Discuss your experience with change delivery and transformation projects. Highlight any specific systems or processes you have implemented and how they improved operational efficiency or control within your previous organizations.
How to prepare for a job interview at ORANGE MALONE LTD
✨Showcase Your Insurance Experience
Make sure to highlight your background in the insurance industry, whether it's life or general insurance. Be prepared to discuss specific experiences that demonstrate your understanding of investment operations within this context.
✨Demonstrate Leadership Skills
Since the role involves leading teams through change, be ready to share examples of how you've successfully managed teams during transitions. Discuss your approach to fostering a positive culture and driving engagement among team members.
✨Highlight Relevant Qualifications
Ensure you mention any relevant certifications such as Accountant, Actuary, or CFA. These qualifications are crucial for the role, so be prepared to explain how they have equipped you to handle the responsibilities outlined in the job description.
✨Prepare for Change Management Discussions
Given the focus on managing change and implementing new systems, think about your past experiences with change management. Be ready to discuss strategies you've used to embed solid controls and improve processes in previous roles.
