Investment & Pensions Manager

We're hiring: Barbados’ largest general insurance provider is hiring an Investment & Pensions Manager to oversee its investment portfolios, pension funds, and mortgage assets.

Overview: Our client is the largest general insurance provider in Barbados, writing business in all areas of general insurance including, Property, Liability, Accident, Motor, Marine, Aviation and Transit Insurance. They also offer insurance coverage for Individual and Group Life, Individual and Group Health, Annuities, Registered Retirement Savings Plans (RRSPs) and Individual and Group Pensions.

Due to sustained growth, they are seeking to recruit a skilled professional to add to the team.

Duties & Responsibilities:

• Manages investment portfolios, Pension Funds and Mortgage Portfolio’s.
• Monitors and assesses investment portfolio performance and makes recommendations to management to optimize returns or the replacement of funds.
• Assists with the formulation of strategic and operational plans for the investment of funds.
• Prepares detailed internal investment reports including market research, environmental and other analyses.
• Attends Board and other Committee Meetings, as required.
• Prepares reports relating to the Company’s commercial loan portfolio.
• Compiles cash projections/liquidity forecasting.
• Assists the Risk & Compliance Manager in the preparation of the Company’s Asset Liability reports and its KPIs.
• Assists in the stress testing framework.
• Responsible for ECL calculation/modelling for IFRS 9.
• Assists with the preparation of external audit schedules and provide supporting documentation as required.
• Ensures compliance with regulatory requirements and company policies.
• Adequately reviews and approves the recording of monthly investment activity and fees, adjustments, investment balances and investment reconciliations against general ledger.
• Establishes and maintains good working relationships with all members of staff, Fund Managers, Regulators, members of the Board of Directors and all other stakeholders.

 Desired Qualifications, Experience and Skills:

• A University degree in Accounting, Finance, Banking or another related field.
• Minimum of five years’ experience in investment management industry.
• A postgraduate degree in Finance/Investment Management would be an asset.
• Enrollment in a CFA program would be an asset.
• Experience in the management of pension funds would be an asset.
• Knowledge of IFRS and generally accepted accounting principles, practices for investments.
• Possesses business planning skills including financial modelling and budgeting.
• Proficiency in Microsoft Office Suite – able to perform complex calculations in Excel and produce high quality documents and presentations.
• Advanced critical thinking and analytical skills.
• Deadline oriented and results driven.
• Ability to multitask and work autonomously.
• Excellent interpersonal and communication skills, both verbal and written.
• Excellent time management, problem solving and organization skills.
• Good computer literacy skills, good written and oral communication skills.