Position Summary
Oliver James are currently engaged with a listed P&C insurance carrier with the appointment of a SVP, Head of Investment Operations & Reporting. In this pivotal role, you will support the Chief Investment Officer (CIO) and regional CIOs oversee the operational and reporting functions for this client's $20bn global investment portfolio.
You will collaborate with senior executives, regional portfolio management teams, and the alternative investment team to drive operational excellence and enhance reporting capabilities.
Location & Work Model
Remote, USA candidates or right to work applicants welcome
Compensation
Pending on candidate experience. Base salary ranges from 200-250k base with short term bonus and long-term earning potential.
Key Responsibilities
- Leadership & Strategy: Lead a team of 3-5 professionals, fostering a high-performance culture focused on operational excellence.
- Board/Investment Committee Reporting: Develop and enhance materials for investment committees across various regions, ensuring clarity and precision.
- Functional Reporting: Oversee the creation of liquidity reports, peer analysis, performance attribution, and compliance reporting. Transition key processes from Excel to PowerBI and maintain advanced dashboards and analytics.
- Data Management: Monitor and validate data from systems, ensuring accuracy and consistency. Lead vendor evaluations for investment systems.
- Operational Excellence: Manage complex projects, including M&A deal implementations, portfolio restructuring, and trade settlements. Develop robust operational procedures and controls documentation.
- Custodial Oversight: Manage relationships with custodial banks, ensuring operational flexibility and efficiency.
- Audit & Compliance: Own the investment SOX control process, oversee operational due diligence, and ensure compliance across multiple jurisdictions.
- Cross-Functional Collaboration: Act as the primary liaison with Treasury, FP&A, Investment Accounting, and other internal teams to fulfill reporting requests.
What We're Looking For
- Experience: 10+ years in senior investment operations and reporting roles.
- Industry: exposure to the insurance or reinsurance industry either working at a carrier, TPA or financial services firm specializing in insurance.
- Education: Bachelor's degree in Finance or Accounting required.
- Technical Skills: Strong proficiency with systems as well as advanced Excel and Bloomberg skills.
- Domain Expertise: Familiarity with fixed income, alternative investments, derivatives, and insurance/reinsurance regulatory requirements.
- Leadership: Proven track record of building and managing high-performing teams.
- Soft Skills: Exceptional analytical, problem-solving, and communication abilities. A detail-oriented and proactive approach with the ability to manage multiple priorities.
To be considered for the position please apply using the prompts provided or reach out to chris.dodds@oliverjames.com
