There are parts of the ZISUK business that are delegated and outsourced. The outsourced and delegated investment services are being provided by leading investment managers and advisers. ZISUK is responsible for oversight of these services and solutions. You will be a key member of a small and highly professional team and there are additional resources within the Zurich Life business that support ZISUK and form part of the ZISUK team.
Report directly to the Head of Investment Solutions, the IMO Specialist will:
Be accountable for investment management oversight and portfolio risk management excellence for ZISUK
Perform all daily and periodic procedures for ZISUK Portfolio Risk Management (risk profile monitoring, quarterly asset allocation reviews, investment and borrowing powers)
Produce and validate data for Management Information (MI) reporting for the ZISUK Management Committee & ZISUK Board, as required
Produce and validate data for ZISUK IMO to submit for Regulatory reporting submissions (FCA, HMRC, other)
Prepare project proposals/plans for new funds or changes to existing funds; co-ordinating with investment managers and managing the execution
Prepare documentation and participate with the ZISUK CIO for the annual review to ensure that the funds and the funds' documentation are fit for purpose
Participate in industry and regulatory forums to ensure ZISUK is playing a key role in future industry developments
Your skills and experience:
Investment Management Certificate or equivalent relevant qualification. Chartered Financial Analyst or working towards that qualification is encouraged.
Multi-disciplinary expertise with significant investment knowledge and experience
Ability to monitor portfolio risk and post-trade compliance
Ability to raise issues when required and map out steps for resolution, working with internal and external parties.
Familiarity with relevant regulations e.g. AIFM, COLL, FUND 3.10, SYSC 8 (Outsourcing) advantageous
Commitment to provide high quality work to occasionally pressing deadlines
Enthusiastic and positive attitude with a desire to continue to improve processes and help drive the department forward
Self-drive, seeking continued development and self-improvement
The role requires assessment of prospective investment opportunities and monitoring of existing managers and their performance. The role includes research and report writing on both existing and prospective investment ideas as well as presenting assessments to working groups. A key part of the role is regularly meeting and interviewing investment managers. Strong communications skill and the ability to deal credibly with senior internal and external investment professionals is required.
Zurich offer a flexible benefits package to suit your lifestyle; plus you will receive an annual company bonus subject to performance, free travel insurance for 12 months and a 12% employer contribution pension scheme. We're also happy to consider flexible working arrangements and welcome applications from everyone. As part of our commitment to charity we offer employees three volunteering days per year.
Who we are:
With about 55,000 employees serving customers in more than 170 countries we aspire to become the best global insurer as measured by our shareholders, customers and employees. If you're interested in working in a dynamic and challenging environment for a company that recognises and rewards your creativity, initiatives and contributions - then Zurich could be just the place for you. The success of our business is built on the contributions of our highly talented employees - people who work every day to position us at the forefront of the insurance industry. We therefore look to hire great people and we encourage those people to give their best.
You'll feel the support of being part of a strong and stable company. A long-standing player in the insurance industry, we make every effort to address the career development needs and plans of our employees to ensure their success in the future.
So make a difference. Be challenged. Be inspired. Be supported, Love what you do. Work for us.
To find out more, or apply, visit: https://insurance-careers.taleo.net/careersection/zurich_ext_cs/jobdetail.ftl?job=1800052Y&lang=en&sns_id=mailto#.W18SV1HkjfY.mailto