MANAGER SELECTION RESEARCH AND REVIEW PROCESS

• Working with and supporting Portfolio Managers and the Portfolio Management in delivering financial risk return objectives for the policyholder portfolio
• Document existing selection and oversight frameworks and improve processes and controls to ensure robustness in the Target Operating Model of the team ; bring in industry best practice and knowledge for enhancing frameworks and processes
• Engaging with existing Asset Management partners to build strong relationships, to support delivery of investment strategy and reporting of investment performance, as well as adherence to operational requirements
• Leading Manager Investment performance quarterly and annual reviews, both from a sustainability perspective but also from a broader oversight perspective. Ensuring the assessment and write up of these meetings is completed in line with the required schedules and compliance requirements
• Contributing to the manager selection process as it relates to investment and sustainability aspects, and more broadly as specific RFP requires
• Compiling and coordinating updates on asset management partners to local, enterprise and board governance
• Leading and Managing Key Projects by interfacing with stakeholders outside of the Policyholder Investment Office, as it relates to Investment Managers, including those within Pensions & Savings, Finance, Compliance, Investment Operations, Risk and Audit as part of the review, search and selection processes
  What we’re looking for:

EXPERIENCE

• Significant industry experience(7-10 years) , ability to operate autonomously
• Understanding of the insurance market, complexities of new asset classes and sustainability
• Demonstrated experience and understanding of how to manage complex relationships across multiple external stakeholder groups, as well as internal stakeholders; Actuarial, Finance, Operations and Risk.
• Knowledge and experience across investment markets, investment strategy and portfolio management and performance measurement, across multiple asset classes with a focus on equities
• Broad understanding of legal, tax and regulatory environment, as it applies to Asset Management

QUALIFICATIONS

• CFA / MBA (desirable, but not essential)

THE ROLE

This is a Senior role in the team and as the subject matter expert, you will be responsible for investment manager research, selection and investment performance oversight as well as delivery of investment projects with key financial objectives in the Policyholder Investment Office.