Portfolio Manager - Retirement Solutions / Lifetime Mortgages

Location
London / Manchester / Home Working (or any UK location)
Salary
Excellent salary with bonus / flexible working
Posted
13 Sep 2019
Closes
13 Oct 2019
Ref
CG/31
Experience/Function
Nearly qual (11+ exams), Other, Qualified
Contract Type
Permanent
Hours
Full Time

A fast growing private equity backed Group have a newly created opening for a Portfolio Manager.

They are widening their investor portfolio management capacity, and are looking for a driven individual to:

  • Take ownership of modelling, valuing and structuring portfolios of Equity Release/Lifetime Mortgages (LTM).
  • Analyse portfolio risk sensitivities that will inform product changes, and timing and routes of portfolio sales.
  • This will include financial institution accounts, as well as the in-house portfolios.
  • Develop and own the investor reporting and portfolio insights.

The role will require a high calibre individual with exemplary commercial and business acumen.

Skills & Experience:

  • A good understanding of Asset and Investment Structuring.
  • Modelling expertise, to understand and use existing cash-flow model and then to develop and refine.
  • To be highly numerate and to be able to understand the asset intricacies quickly.
  • To understand institutional investor’s requirements and meet them.
  • Team player with good communication skills.

Ideally, you will be a nearly/recently qualified Actuary or fully CFA qualified with experience of Life Insurance or Retirement Solutions products. Equity Release Mortgages experience would put you at a distinct advantage. However, a self-starter who can work independently with strong technical skills and a highly entrepreneurial and commercial aptitude should still apply.

The Lifetime Mortgages market is growing rapidly and the career development opportunity is significant.

Please apply online now for immediate consideration.

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