Mid Office Manager – Regulatory Reporting & Investment – Life Insurance

Serving Skill; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

A financial services firm based in Mumbai is seeking an experienced professional to manage regulatory and internal MIS reports. You will ensure compliance with Investment IRDA Regulations, prepare accurate reports, and collaborate with various teams. Ideal candidates should have a CA or MBA qualification, with 5-6 years of relevant experience in investment reporting and strong analytical abilities. This position demands good communication skills and an understanding of investment software.

Qualifications

• 5-6 years of relevant experience in investment reporting.
• Sound knowledge of Investment IRDA Regulations.
• Ability to automate various MIS reports.

Responsibilities

• Manage, prepare, and publish internal MIS and regulatory reports.
• Monitor investment system limits and provide alerts.
• Collaborate with Investment front office team on MIS developments.
• Collaborate with Front Office and Senior Management on investments and related MIS developments.
• Prepare IRDA Returns and disclosure reports and ensure alignment with the investment system.

Skills

Understanding of Investments software

Knowledge of Investment IRDA Returns

Good communication skills

Collaboration

Education

CA / MBA

Job description

To publish and manage regulatory and internal MIS Reports and prepare Investment dashboards in order to achieve the internal as well as regulatory investment objectives.

Key Responsibilities

• To have a sound knowledge of Investment IRDA Regulations
• To monitor hard, soft and internal limits in the investment system and provide alerts to Front Office in advance to avoid any breaches
• To manage, prepare & publish internal MIS and regulatory reports
• To automate activities for the purpose of various MIS reports
• To manage Month end reporting and Daily position TB matching
• To prepare monthly factsheets
• To collaborate with Investment front office team on related developments in asset classes and relevant changes in Internal MIS reports
• To preparation of IRDA Returns, ULIP disclosure report, Capital market exposure report and Website Disclosure Report and ensure it reconciles with the investment system

Key Performance Indicators

• Accurate and Timely publication of MIS reports
• Preparation of regulatory reports with accuracy & timely submission
• Automate the MIS reports

Job Requirements

Qualifications

CA / MBA

Experience

5-6 Years of relevant experience

Functional Competencies

• A sound understanding of the software used by Investments
• A sound knowledge of Investment IRDA Returns
• Good understanding of the reporting requirement and links with various report and systems
• Filing all IRDA and regulatory reporting with zero non-compliance and within stipulated timelines
• Ability to draw conclusions and assess impact from analysis and interpretation of financial data

Behavioral Competencies

• Collaboration
• Good communication skill
• Execution Excellence
• Business Acumen

Key Interactions

• Front Office
• Actuarial
• Senior Management