At a Glance
- Tasks: Lead investment strategies and manage asset risks for impactful financial solutions.
- Company: Join a Fortune 200 company focused on life and health reinsurance.
- Benefits: Gain valuable experience, work in a supportive environment, and enjoy endless career potential.
- Other info: Dynamic team culture that values individuality and encourages pioneering thought.
- Why this job: Make a real difference in financial protection while collaborating with innovative minds.
- Qualifications: CFA or Actuarial qualification with 15+ years of relevant experience.
The predicted salary is between 63000 - 77000 £ per year.
You desire impactful work.
You're RGA ready
RGA is a purpose-driven organization working to solve today's challenges through innovation and collaboration.
A Fortune 200 Company and listed among its World's Most Admired Companies , we're the only global reinsurance company to focus primarily on life- and health-related solutions.
Join our multinational team of intelligent, motivated, and collaborative people, and help us make financial protection accessible to all.
A Brief Overview
The Investment Solutions team develops, recommends, and executes liability driven investment strategies, including portfolio construction and repositioning, to support new funded reinsurance and acquisition opportunities in UK and Continental Europe.
The Portfolio Manager (II) acts as a "deal lead", responsible for all aspects of the asset strategy and asset risks underlying new business opportunities.
What you will do
- Develops transaction specific asset and hedging strategies that optimize excess yield vs. capital within regulatory, accounting, operating and risk management constraints.
- Create target asset portfolios for live deals to deliver the required risk-adjusted return for the transaction in partnership with the wider of the Investments function.
- Work with the wider Investment team to determine best path to execution, including analysis of the client's existing portfolio and the creation of a target portfolio given the portfolio strategy.
- Lead review of asset portfolios and wider considerations in relation to M&A opportunities in UK & CE.
- Communicate the target portfolio strategy to various stakeholders within RGA, including the C-suite, and gain approval for the target strategy.
- Negotiate investment guidelines and treaty terms with clients to deliver the flexibility necessary to manage asset risk and generate target return.
- Lead efforts to close the asset side of the transaction, including operational aspects of receiving the client portfolio.
- Direct the reposition required to move from the client's portfolio strategy to RGA's target strategy.
- Suggest and review new tools and frameworks to improve new business pricing process.
- Develop relationships and communicate effectively with internal and external stakeholders.
- Direct the efforts of analysts to support the transaction.
- Perform other duties as assigned.
Qualifications & Experience
- Required
- CFA and/or Actuarial qualification or relevant degree in Economic/Finance related field of study, with 15+ years relevant work experience alongside strong professional and/or academic qualification(s) related to the role.
- Advanced understanding of investment/market concepts, especially fixed income analytics (i. e. sector weightings, portfolio duration, performance attribution, convexity and term structure of interest rates, spread) and asset liability management.
- Expert understanding of investment/market concepts, especially in the context of insurance asset management.
- Demonstrable track record of the successful implementation of investment strategies, and/or M&A activity, especially in an insurance or reinsurance context.
- Problem-solving, structuring, technical and strategic mind-set.
- Preferred
- FIA or CFA charter holder
- 5+ years portfolio manager experience
- 5+ years alternative investment experience
- 5+ years fixed income management experience in an insurance client environment
- 10+ years in investment solutions, portfolio construction, LDI and/or M&A environment.
Skills & Abilities
- Required
- Highly advanced investigative, analytical and problem-solving skills
- Highly advanced Microsoft Office skills, especially Excel
- Advanced oral and written communication skills demonstrating ability to share and impart knowledge
- Advanced negotiation skills to assist with internal/external discussions
- Advanced customer relationship management and change management skills
- Highly advanced knowledge of asset liability management
- Advanced ability to set goals and handle multiple tasks, clients, and projects simultaneously
- Advanced ability to work well within a team environment and participate in department/team projects
- Preferred
- Expert understanding of investment/market concepts, especially in the context of insurance asset management
- Demonstrable track record of the successful implementation of investment strategies, especially in an insurance or reinsurance context
- What you can expect from RGA
- Gain valuable knowledge from and experience with diverse, caring colleagues around the world.
- Enjoy a respectful, welcoming environment that fosters individuality and encourages pioneering thought.
- Join the bright and creative minds of RGA, and experience vast, endless career potential.
We're excited to get to know you and connect your unique skills with our global opportunities.
To create a modern and seamless experience, we use artificial intelligence (AI) in parts of our preliminary screening process.
- This technology helps us personalize job recommendations, automate interview scheduling, e
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Investment Solutions Portfolio Manager II employer: PVH (Tommy Hilfiger/Calvin Klein)
Intapp is an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration within the accounting and consulting sectors across EMEA. With a strong commitment to employee growth, Intapp provides ample opportunities for professional development and leadership coaching, ensuring that team members thrive in their careers while contributing to the company's strategic vision. The culture is built on accountability and high performance, making it an ideal place for those looking to make a significant impact in a rapidly evolving industry.
Contact Details:
PVH (Tommy Hilfiger/Calvin Klein) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Investment Solutions Portfolio Manager II
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like PVH (Tommy Hilfiger/Calvin Klein), who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like PVH (Tommy Hilfiger/Calvin Klein).
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like PVH (Tommy Hilfiger/Calvin Klein).
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including PVH (Tommy Hilfiger/Calvin Klein), attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Solutions Portfolio Manager II
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like PVH (Tommy Hilfiger/Calvin Klein) want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to PVH (Tommy Hilfiger/Calvin Klein).
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at PVH (Tommy Hilfiger/Calvin Klein) will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to PVH (Tommy Hilfiger/Calvin Klein). Numbers speak louder than words!
How to prepare for a job interview at PVH (Tommy Hilfiger/Calvin Klein)
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like PVH (Tommy Hilfiger/Calvin Klein) want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withPVH (Tommy Hilfiger/Calvin Klein).