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Balance Sheet and Investment Management Specialist

Balance Sheet and Investment Management Specialist

Hollard InsuranceZA
16 days ago
Job description

Job title : Balance Sheet and Investment Management Specialist

Job Location : Gauteng, Deadline : January 20, 2025 Quick Recommended Links

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Job Advert Summary

  • Hello…an exciting new opportunity has just become available in our Hollard International, Finance area. We are looking to recruit a Balance Sheet and Investment Management Specialist.
  • Reporting into the Head of BSIM, the role is responsible for managing and assisting the Balance and Investment Management team in achieving its objectives of :
  • Ensuring policyholder and shareholder objectives are met through the appropriate structuring of balance sheets;
  • Maintaining high levels of investment income across subsidiaries; and
  • The provision of information and advice to ensure appropriate decision-making at board and sub-committee level.
  • Balance Sheet Management
  • Asset-liability Matching and Liquidity – Provide advice and guidance to enable subsidiaries to ensure assets are appropriately matched to liabilities by duration, to ensure a Green Liquidity Environment at shorter durations and protect against yield curve risk at longer durations.
  • Currency Matching – Provide advice and guidance to enable subsidiaries to ensure a Green
  • Currency Matching Environment for all subsidiaries.
  • Capital Adequacy – Assist in ensuring regulatory compliance by managing capital adequacy, assisting all countries with formulating and implementing new regulatory solvency regimes
  • Capital Management – monitor and report on levels of distributable capital, return on equity and net generated equity metrics on a quarterly basis.

    • Investments

  • Perform the review of investment policies annually to facilitate the implementation of appropriate investment strategy, from the perspective of both policyholders and shareholders;
  • Facilitate the implementation of investment strategy through re-balancing of current investment portfolios, enlisting the services of both internal and external fund managers;
  • Review quarterly report of investment performance and provision of feedback into the investment process.

    • Capital Management

  • Manage the process of RoE and Capital target setting, measurement and communication.
  • Perform balance sheet and dividend projections for all insurance licenses

    • Governance

  • Ensure the formulation and annual review of policies for all countries
  • Investment Committee Terms of Reference
  • Investment Policy Statements
  • Dividend Policy
  • Liquidity Management Policy
  • Representation of HINT as shareholder on subsidiary Investment Committees

    • Reporting

  • Attend and present into subsidiary investment committees;
  • Manage preparation of quarterly reporting of Balance Sheet Management Reports and feedback to management;
  • Manage the consolidation of subsidiary reporting to HINT Investment Committee and other governance structures as required.

    • Required Knowledge and Experience

  • Relevant min 5 year’s working experience in Balance Sheet and / or Investment Management.
  • Interest in investments
  • Strong technical skills
  • Strong attention to detail
  • Strong communication skills and ability to interact with people at different levels of seniority, including key members in the African subsidiaries
  • Knowledge of basic financial accounting, actuarial and related processes
  • Analytical thinking skills
  • Strategic thinking skills

    • Educational Requirements

  • BSc Degree in Actuarial Science, minimum 9 exams
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