Role Purpose :
Standard tasks
- Prepare monthly performance reports and market outlook summary for discussion with management
- Update investments related Eforms schedule monthly and analyse solvency impact
- Monthly meetings with external asset managers to review their KPIs
- Maintain tracker for asset limits as approved by the Investment Committee
- Ensure all KYC records are up to date with investment partners
- Coordinate with treasury function for cashflow updates i.e. with purpose of investing excess cash in longer tenor
- Track daily price movements for the internally managed portfolios
Strategic tasks
- Participate in annual budgeting process and monthly forecasting
- Financial analysis for performance of current holdings in the portfolio e.g. equity stocks performance and financial stability of each company
- Market trends and peer group analysis
- Research new investment products to improve investment returns
- Review external managers mandate and brainstorm improvements in line with CBUAE framework
Key Requirements and Qualifications:
- Minimum of 7 years work experience
- Bachelors degree in Finance or Accounting
- Professional qualification like CFA, CPA or CA
- Prior experience in Insurance industry would be an added advantage
Skills and Competencies:
- Strong knowledge of local and global financial markets
- Solid analytical and forecasting skills
- Good command of written and spoken English
- Good knowledge and application of IFRS
