Investments & Treasury Transformation Lead (Insurance)

Arthur; London; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading Global (Re)Insurer in London is seeking an experienced professional to lead the implementation of a new Investments and Treasury operational model. This role requires significant experience in finance, treasury transformation, strong communication, and project management skills. The ideal candidate will manage relationships with banks and stakeholders, negotiate terms, and design the in-house operating model. Competitive salary and extensive responsibilities in a fast-paced environment await the right individual.

Qualifications

• Significant experience in treasury transformation, cash management, or investment management.
• Ability to interact effectively with senior management and external stakeholders.
• Proven track record of delivering complex projects under tight deadlines.

Responsibilities

• Manage negotiation and implementation of financing solutions.
• Lead operational transformation for revised Investments and Treasury model.
• Design operating model for bringing functions in-house.
• Act as Project Manager for delivery of transition plans.

Skills

Strong communication skills

Project management

Relationship management

Negotiation skills

Education

Relevant professional qualification in investments or accounting

Job description

Overview

Arthur are partnered with a leading Global (Re)Insurer who are looking to implement a new Investments & Treasury Operational Model. The successful individual will work closely with the Head of Investments to achieve this.

Responsibilities

This role is responsible for two areas:

• Managing the negotiation and implementation of financing solutions to meet the needs of the business
• Leading the operational transformation to implement a revised Investments and Treasury operating model

Key responsibilities

• Recommend and deliver financing solutions - becoming the SME for financing matters
• Manage the relationship with external parties - i.e. Banks & Third-Party providers to develop strong relationships based on the understanding of requirements and priorities
• Develop strong internal relationships with Key Stakeholders
• Negotiate terms & conditions with Banks & Legal teams
• Timetabling the terms of existing facilities for planning purposes to negotiate, cancel, amend, extend or renew
• Provide detailed MI to Leadership in relation to financing and the performance of funding providers
• Design the end state operating model for bringing Investments and Treasury functions in house.
• Act as a Project Manager to effectively build the plans and manage the project delivery of the transition to the end state operating model for investments and treasury
• Work with the Investment, Finance and Risk teams to draft, agree and monitor delivery versus detailed project plans, including processes, technology solutions, MI and data
• Deliver and present the required papers to the Investment Committee, in line with its terms of reference.

Experience Required

• Significant level of experience in a similar including experience in relevant roles, such as treasury transformation, cash management, investment management or a finance role within insurers or banking
• Relevant professional qualification within investments or accounting
• Strong communication and interpersonal skills with the ability to interact effectively with senior management and external stakeholders
• Demonstrated ability to deliver and manage complex projects within tight deadlines