Senior Investment Analyst
Job summary
This role is primarily responsible for supporting the management of Chaucer’s investment portfolio. This includes investment reporting, manager oversight, portfolio management, investment analysis and risk management.
Main duties
Investment Reporting
- Produce performance and asset allocation reporting to Deputy Head of Investments.
- Produce investment related MI reporting including to the following stakeholders: CFO, Exec Team, Finance & Investment Committee, Boards.
- Produce investment related reporting to China Re including all regular reporting and ad-hoc request.
- Produce regulatory and statutory investment related reporting including Lloyd’s returns, group financial statements, local returns.
- Ensure all investment related data in the investment accounting software and general ledger is accurate.
Investment Strategy
- Provide an in-depth macroeconomic view for US, UK and Eurozone markets and related impact on investment products held and potential asset classes.
- Carry out analysis and reporting, including scenario analysis, modelling the impact of changes to asset allocations.
- Produce relevant papers seeking approval from Boards, Finance & Investment Committee, Execs, parent company as required to approve of any strategy changes.
Investment Risk
- Manage the portfolio to the Investment Risk Framework and Appetite and regulatory restrictions.
- Produce all investment risk metrics and related reporting.
- Ensure all portfolios are compliant with risk and regulatory metrics.
- Support the asset liability management process.
Third Party Managers
- Support oversight of managers including performance, compliance, execution, and controls.
- Support analysis for any changes in mandates/IMAs up to execution.
- Support any RFP process as and when required.
- Suggest and instruct trade instructions to investment managers or custodians, ensuring trades are completed.
Other responsibilities
- Work closely within the Investment & Treasury team to understand future capital and cash flow needs and adjust the investment portfolio accordingly.
- Work closely with the Risk Team for all investment related metrics and risk considerations.
Our requirements
Essential
- Minimum 3 years’ experience working in investment portfolio management within financial markets, investment or insurance industry, having first-hand experience of Investment analytical reporting
Desirable
- Lloyd’s of London investment management experience
Technical skills
- In depth knowledge of investment markets and products
- Excellent coding, Excel, PowerPoint, report writing, Bloomberg skills
Education & Experience
- Numerically orientated - P/Q Actuary, Accountant or CFA (long standing experience will be accepted)
Personal skills
- Highly motivated and confident individual with positive work ethic.
- Excellent at managing own workload and working on own initiative.
ABOUT US
Chaucer is a leading insurance group at Lloyd’s, the world’s specialist insurance market. We help protect industries around the world from the risks they face. Our customers include major airlines, energy companies, shipping groups, global manufacturers and property groups.
Our headquarters are in London, and we have international offices in Bermuda, Copenhagen, Dubai and Singapore to be closer to our clients across the world. To learn more about us please visit our website.
Chaucer is committed to diversity, actively values difference and respects people regardless of the protected characteristics which are outlined in the Equality Act 2010 (UK legislation) as a result of the Equal Treatment Directive 2006 (EU legislation).
A diverse workforce and an inclusive workplace are core to our success as a business and integral to our winning strategy and culture. We recruit from the widest available pool of talent, and our hiring, assessment and selection process is fair, free from bias and one which ensures we select the right person for the job, based on merit. We are committed to promoting a culture that actively values difference, and recognises that everyone has the right to be treated with dignity and respect throughout their employment.
We are open to considering flexible working arrangements for all roles and encourage you to outline your needs during the interview process.
Skills Required
- Minimum 3 years' experience in investment portfolio management within financial markets, investment or insurance industry
- First-hand experience of investment analytical reporting and producing investment MI
- In-depth knowledge of investment markets and products
- Excellent Excel skills
- Excellent PowerPoint skills
- Bloomberg skills
- Coding skills (unspecified language) and report writing capability
- Experience ensuring accuracy in investment accounting software and general ledger
- Numerically orientated: P/Q Actuary, Accountant or CFA (or long-standing equivalent experience)
- Experience producing regulatory and statutory investment reporting including Lloyd's returns
- Lloyd's of London investment management experience
What We Do
Chaucer are a leading specialty (re)insurance group working with brokers, coverholders and clients to protect and support business activities around the world. Our services are accessed both through Lloyd’s of London and the company markets. We are defined by an enterprising, bespoke approach to (re)insurance, enabled by the individual character, experience and imagination of our expert teams. Chaucer is a member of the China Re Group and backed by their financial and operational resources. China Re is one of the world’s largest reinsurance companies whose outstanding and comprehensive strength is rated A (excellent) by AM Best and A (strong) by S&P Global Rating.
