Finance Investment Consultant

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Jersey City, United States Inizio Partners Full time

Role Overview:

  • The person would be working with Investment team for a major Insurance client. The candidate should have hands-on experience in Actuarial /Financial modeling and a strong understanding of the BFSI and Investment instruments.
  • The person should be able to create/help build a mapping exercise for the investment data coming from various sources.
  • Should have hands on experience of few years with SQL, should be able to create business logic.
  • Advance level knowledge of MS Excel.
  • Should be independently able to conduct data analysis on results produced by financial models.
  • The person would be required to create automated upload templates that would be loaded to subledger/ledger.
  • The person will be responsible for testing and implementing the new/updated regulatory requirements.
  • The person should be able to quickly understand the business issues and data challenges and propose solutions.
  • Experience in Re-insurance preferred.

Key Responsibilities & Skillsets:

Common Skillsets:

  • Superior finance, analytical and problem-solving skills.
  • Should be able to work on a problem independently and prepare client ready deliverable with minimal or no supervision.
  • Excellent communication skill for client interaction

Financial Risk Management Skillsets:

  • Experience in Clearwater Accounting platform or similar investment accounting platform is a must have
  • Background in Finance, Investment, Actuarial Science or pursuing actuarial exams.
  • Good understanding of US (United States) market and the latest regulatory guidelines such Long Duration Targeted Improvements
  • Good knowledge of SQL, advanced Excel
  • Professional certification Actuarial exams or CFA and FRM working in Insurance industry.

Candidate Profile:

  • Experience in Clearwater Accounting platform or similar investment accounting platform is a must have
  • Bachelor’s/master's degree in finance, Investments, actuarial science
  • 5-7+ years’ experience in Life Insurance/Reinsurance
  • Knowledge of other investment-related software and tools (Bloomberg, Aladdin etc.) is preferred.
  • Effective communication skills to convey technical concepts to non-technical team members.
  • Strong and in-depth understanding of insurance industry
  • Strong and in-depth understanding of investment instruments
  • Superior analytical and problem-solving skills.
  • Outstanding written and verbal communication skills
  • Able to work in a fast pace continuously evolving environment and ready to take on uphill challenges.
  • Is able to understand cross cultural differences and can work with clients across the globe.

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