The successful candidate will have proven experience as an investment consultant for a portfolio of clients, with preference given to those experienced with insurance clients.
Salary Range: $150,000-$190,000 based on experience Responsibilities and Duties
- Consulting with multiple types of insurance program clients (e.g. captives, reinsurance, self-insurance): Understand their investment needs, regulatory requirements, any investment contractual restrictions, current financial statements and investment risk tolerance.
- Providing investment advisory services: Recommend appropriate investment strategies and aligned investment management providers.
- Develop investment policy statements: Create investment policy statements to help clients achieve their financial objectives.
- Investment program structure: Create asset allocation and liability matched investment programs that account for immediate and longer-term liquidity needs for a variety of portfolio sizes.
- Evaluating results: Monitor asset allocations and assess the performance of investment strategies and investment managers, and adjust strategies as needed.
- Monitoring market trends: Conversant in financial markets and economic conditions.
- Compliance: Ensure all activities comply with industry regulations.
- Reporting: Prepare applicable, routine reporting and analysis to ensure proper positioning, activities and alignment with investment goals.
- Business planning: Develop applicable business planning with the senior leadership of SRS and SRS Investment. Business planning is a continuous process, focusing on fulfilling clients’ ever evolving needs, preparing competitive offerings for SRS teammates to offer clients, and designing a competitive assessment that enables SRS Investments to be the preferred provider in the market.
- Market presence: Represent SRS Investments with integrity and expertise, always reinforcing the high regard we want clients and partners to have of our firm.
- Team player: Collaborative person, driven to deliver excellence, thoughtful problem solver, thrives both leading or supporting, and builds client centered results with SRS team members.
- Travel domestically and internationally (as required) to develop new relationships, service existing clients, and coordinate with SRS team members.
- Bachelor’s Degree in Finance, Economics, Business Administration, or a related field. Graduate work and educational experience in investments, insurance, accounting, statistics, actuarial sciences, and computer programming are a plus.
- Proven work experience as an Investment Consultant or in a similar role.
- Strong analytical, problem-solving, and communication skills.
- Certifications in investments, financial planning or wealth management (e.g., CFA, CFP) are a plus.
- A customer-oriented attitude and strong ethical standards.
About Strategic Risk Solutions
SRS is the world’s largest independent insurance company manager. With over 25 years of experience, SRS provides management and consulting services to a wide range of insurance company entities, from single parent captives to complex commercial insurers and reinsurers. SRS has operations in the United States, Canada, Europe, Barbados, Bermuda, Cayman Islands, Latin America, and South Africa.
Offering a competitive salary, bonus plan, and a generous benefits package, SRS strives to provide every employee with opportunities for rewarding growth and advancement in an environment of genuine equity and inclusion. The pace is fast and demanding, and SRS’s dedication to its people has established a company-wide network of colleagues committed to each other’s, as well as the Company’s, success.
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For more information on SRS, please visit www.strategicrisks.com.
What We Do
Strategic Risk Solutions is a leading independent insurance management firm with representation in all major onshore and offshore domiciles. It provides financial reporting, regulatory compliance and underwriting management services to existing and prospective captive insurance companies. SRS was ranked the 4th largest captive manager worldwide and the largest independent by Business Insurance at December 31, 2020.
For many people, captive management is treated as a routine task of keeping the books and records of a captive. The industry has been plagued by mediocre service, high staff turnover and low customer satisfaction. At SRS, we believe that isn’t good enough.
Captive Management Plus reflects our commitment to be the premier provider of management and consulting services to the captive insurance industry. What do we mean by Plus? The Plus is both the quality rating of our core captive management services and the value added consulting services we provide in support of captive management. We achieve the Plus by:
--Delivering outstanding service;
--Strictly adhering to best-in-class internal controls and regular evaluations of these through Statement on Standards for Attestation Engagements No. 18 audits;
--Helping Clients succeed, particularly through our reputation for innovation; and
--Providing a depth of expertise by hiring the best in the business, keeping a laser focus on captives, as well as utilizing team structures and a "one firm" approach to servicing Clients.
This model has been validated by Client feedback from our annual Customer Survey and our success and longevity. Contact us to learn more.
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