Portfolio Management System

Role Summary:

The Portfolio Manager will be responsible for managing and optimizing the insurance companys portfolio using a specialized Portfolio Management System (PMS). The role involves developing and implementing strategies that ensure optimal returns on investments, risk management, and aligning the portfolio with the companys broader business goals. The candidate will work closely with stakeholders in underwriting, actuarial, finance, and IT to maintain and improve the PMS platform.

Key Responsibilities:

• Portfolio Optimization:
  Oversee the insurance portfolios performance by balancing risk and returns across asset classes, ensuring that investment strategies are aligned with company objectives.
• System Implementation & Integration:
  Lead the implementation, maintenance, and optimization of Portfolio Management Systems (PMS) for the insurance business. Work with IT teams to ensure smooth integration with other enterprise systems (e.g., underwriting, claims, actuarial).
• Investment Strategy & Planning:
  Develop and execute investment strategies for the portfolio, focusing on both short-term and long-term growth. Assess opportunities and risks related to various asset classes (equities, bonds, real estate, etc.).
• Data Analytics & Reporting:
  Utilize data analytics to monitor portfolio performance and provide regular reports to senior management. Leverage PMS tools to generate real-time insights, forecasts, and risk analysis.
• Risk Management:
  Identify, assess, and mitigate risks to the portfolio. Implement risk management policies and ensure compliance with insurance regulatory requirements and company guidelines.
• Stakeholder Collaboration:
  Work closely with internal departments (finance, actuarial, underwriting) to ensure that the portfolio aligns with business strategies and objectives. Provide insights and guidance on investment decisions.
• Regulatory Compliance:
  Ensure that the portfolio management process complies with all industry regulations, including Solvency II, IFRS, GAAP, and any local or international insurance regulations.
• Continuous Improvement:
  Identify opportunities for continuous improvement in portfolio management practices, investment strategies, and PMS tools. Stay updated on trends in the insurance and investment management industry.
• Training & Development:
  Provide training and support to internal teams on PMS tools and portfolio management strategies.

Required Qualifications:

• Bachelors or Masters degree in Finance, Economics, Actuarial Science, Business Administration, or a related field.
• 5+years of experience in portfolio management, asset management, or related roles within the insurance industry.
• Proven experience in implementing and optimizing Portfolio Management Systems (PMS), preferably in the insurance sector.
• Strong understanding of investment products, financial instruments, and risk management strategies, specifically within insurance portfolios.
• Proficiency in portfolio management software tools (e.g., Morningstar Direct, BlackRock Aladdin, SimCorp Dimension, etc.).
• Strong analytical skills and experience using data analytics to drive decision-making.
• Knowledge of insurance-specific financial regulations, such as Solvency II, IFRS 17, and NAIC.
• Excellent communication and collaboration skills to work effectively with cross-functional teams.
• Ability to manage multiple projects simultaneously and deliver results within deadlines.

Desired Skills:

• Experience with cloud-based PMS platforms and automation tools.
• Expertise in machine learning and AI-based portfolio optimization.
• Familiarity with risk models, capital adequacy assessments, and asset-liability matching (ALM).
• Knowledge of insurtech innovations and how they impact portfolio management.