Senior Investment Analyst - Insurance Portfolios

Placements24; Kimberley; On-site; CAD 120,000 - 180,000; Full time

Benefits offered by this job

Performance-based bonus

Benefits package

Professional development

Job summary

Placements24, on behalf of a leading insurance group in Kimberley, seeks a Senior Investment Analyst to oversee and optimize insurance investment portfolios. The role requires analytical rigor and a strong background in investment analysis.

The successful candidate will conduct market research, financial analysis, and risk monitoring, collaborating with actuarial and finance teams to align investments with liabilities and capital requirements.

Qualifications

• Bachelor degree in Finance, Economics, Mathematics, or related field.
• 6+ years in investment analysis or portfolio management.
• Strong knowledge of markets, instruments, and portfolio theory.
• Proficiency with Bloomberg, FactSet, and Excel.

Responsibilities

• Develop and execute investment strategies for insurance assets.
• Research markets, trends, and opportunities across asset classes.
• Monitor investment performance and provide reports.
• Manage relationships with external asset managers.
• Ensure compliance with regulations and internal policies.
• Assess and mitigate portfolio risk.
• Collaborate with actuarial and finance teams on liabilities and capital.
• Prepare investment proposals for the investment committee.
• Stay updated on best practices and trends.
• Contribute to investment policies and procedures.

Skills

Analytical thinking

Financial modeling

Portfolio analysis

Communication & presentation

Education

Bachelor's degree in Finance/Economics/Mathematics

Master's degree and CFA charter desirable

Tools

Bloomberg

FactSet

Excel

Job description

About the Role

Our client, a leading insurance group with operations in Kimberley , is seeking a highly analytical and experienced Senior Investment Analyst to manage and optimize its insurance investment portfolios. This role is essential for ensuring the financial strength and profitability of the company by making informed investment decisions aligned with strategic objectives and risk tolerance. The Senior Investment Analyst will be responsible for conducting market research, financial analysis, and performance monitoring of various asset classes. This is an on-site position requiring full commitment to our Kimberley offices.

Key Responsibilities

• Develop and execute investment strategies for the company's insurance assets.
• Conduct in-depth research and analysis of financial markets, economic trends, and investment opportunities across various asset classes (equities, fixed income, alternatives).
• Monitor and evaluate the performance of existing investments, providing regular reports and recommendations.
• Manage relationships with external asset managers and service providers.
• Ensure investment activities comply with regulatory requirements and internal investment policies.
• Perform risk assessments and implement measures to manage portfolio risk effectively.
• Collaborate with actuarial and finance teams to align investment strategy with liabilities and capital requirements.
• Prepare detailed investment proposals and present them to the investment committee.
• Stay updated on industry best practices and emerging investment trends.
• Contribute to the development of investment policies and procedures.

Requirements

• A Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
• A Master's degree and/or CFA charter are highly desirable.
• A minimum of 6 years of experience in investment analysis, portfolio management, or a related role, preferably within the insurance or asset management industry.
• Strong understanding of financial markets, investment vehicles, and portfolio theory.
• Knowledge of insurance company financial structures and regulatory requirements.
• Excellent analytical, quantitative, and financial modeling skills.
• Proficiency in financial databases and analytical software (e.g., Bloomberg, FactSet, Excel).
• Strong communication, presentation, and interpersonal skills.
• Ability to work independently and collaboratively in a professional office environment.
• High level of integrity and ethical conduct.
• Proven ability to make sound investment decisions under pressure.

Benefits

Our client offers a highly competitive salary, substantial performance-based bonuses, and a comprehensive benefits package including medical aid, a retirement annuity, and opportunities for professional development. This role offers the chance to make a significant impact on the financial performance of a respected insurance company in Kimberley . Join a stable and dynamic organization committed to excellence in investment management.