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Portfolio Performance Specialist
2 weeks ago
Job Summary:
The Manager of Portfolio Performance will oversee the execution and delivery of periodic portfolio reviews, analysis, and optimization initiatives.
Key Responsibilities
- Develop and maintain a comprehensive understanding of the portfolio's strategic direction and performance metrics.
- Identify and prioritize opportunities for improvement through data-driven insights and analysis.
- Lead cross-functional teams in implementing process enhancements and technology upgrades to optimize portfolio operations.
- Collaborate with stakeholders to communicate key findings, recommendations, and progress updates.
- Ensure effective governance, risk management, and compliance throughout all portfolio activities.
- Act as the primary liaison between Portfolio Management and other business units, facilitating seamless information exchange and alignment.
Qualifications:
A Bachelor's degree in a quantitative field (actuarial science, mathematics, statistics, engineering, or computer science) is required. Additionally, a minimum of 8-10 years of experience in US life insurance, with at least 4-6 years dedicated to actuarial modeling in Moody's AXIS, is necessary.
Proficiency in actuarial sciences and strong analytical skills are essential. A total of 8-10 actuarial papers is ideal but not mandatory.