Finance Investment Consultant
3 weeks ago
Role Overview:
- The person would be working with the 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 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.
- A suitable candidate should have 9+ years of experience and 7+ years in a similar role and should possess a go-getter attitude.
- 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
- Bachelors/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.
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