Investment Steering Specialist (Hybrid Work Model)

We have a great opportunity for a trusted Investment Steering Specialist who has a passion for dynamic, fast and challenging work where you can develop yourself in a best-in-class asset management environment!

 

About the Role

 

Do you exhibit good strategic instinct that can be applied to crafting an optimal Strategic Asset Allocation (SAA) for an insurance company?  If so, then the Investment Steering Americas team might for you!  In this role, you are the bridge between our clients, the Americas-based legal entities, and Asset Management (AM). 

 

Additional Key Responsibilities:

 

• Analyze and implement Swiss Re's overall investment strategy from a subsidiary insurance carrier's point of view. This includes considering capital and regulatory regimes, liquidity, tax, other implications
• Prepare support material and analysis required to present the investment results and strategy proposals to key stakeholders
• Collaborate in steering the Group's ALM, considering implications across various accounting bases (local statutory, IFRS, etc)
• Craft and update legal entity investment guidelines for approval by the Local CFO and the Board of Directors
• Supervise legal entity investment activity keeping current on our portfolio positioning, also within the context of the Group and Business Unit strategies
• Support with the creation and monitoring of asset class specific investment mandates including the definition of appropriate investment benchmarks, return objectives, and risk limits including communication with Portfolio Managers

 

You will get an excellent opportunity to participate in cross functional projects and global topics collaborating both within AM as well as with other Group and subsidiary partners. Expand your knowledge and continue your career journey with us!

 

 

About the Team

 

The Investment Steering ("IS") team plays an integral role managing the assets of Swiss Re. We are a team of 4 in the Americas and a dozen globally. We are high profile within Asset Management (AM) and across Swiss Re, representing AM for Boards and Legal entity Management teams.  The global Investment Steering team is led by a member of the AM leadership team, the Head of Clients, Steering, and ALM.

 

 

About You

 

We are looking for a colleague with excellent interpersonal skills who is comfortable and enjoys working in an international environment to bring their authentic selves to work and to our team!

 

Essentials include:

• Bachelor's degree or equivalent in Business Management, Finance, Economics, Actuarial Science, or another related field.
• Knowledge of major asset classes, investment types, investment analytics and risk management models.
• Between 2-5 years meaningful experience in the insurance or financial services industry.
• Strong MS-Office skills, Excel and PowerPoint in particular.

 

Nice to haves:

• CFA, FRM or actuarial designation
• Knowledge of (re)insurance business, regulation, taxes and accounting in the United States and/or Canada

 

We look forward to your application!

 

 

About Swiss Re

 

Swiss Re is one of th