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Portfolio Manager - Retirement Solutions / Lifetime Mortgages

Employer
Clarence George
Location
London / Home Working (or any UK location)
Salary
Excellent salary with bonus / flexible working
Closing date
17 Dec 2020
Reference
CG/31

Job Details

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.

Company

Clarence George is a highly bespoke London based Insurance & Investment Search Firm. We source the top quartile of talent across Insurance Solutions, Actuarial & Investment Risk with the main qualifications in our market being: FIA, CFA, MSc, PhD, CAIA, CQF, FRM. We have an enviable client base with access to the best asset focused roles within Life Insurance, General Insurance, Reinsurance, Retirement Solutions, Consultancy, Investment Banking, Asset Management, Private Equity, Hedge Funds and InsurTech.

Skills coverage:

- Insurance Solutions: ALM, Hedging, Structuring, Securitisation, Structured Finance, Collateralisation, FIG M&A, Corporate Finance, Transaction Services, Origination, DCM, Portfolio Management, Trading, Value-In-Force (VIF), Financing, Equity Research, LDI, Quant Strats

- Actuarial & Investment Risk:

Capital Optimisation, Solvency II, IFRS 17, BPA/Pension De-risking, ESG, Value at Risk (VaR), Financial Risk, Market Risk, Credit Risk, ERM- FinTech / InsurTech: Blockchain, AI, Decentralised Finance (DeFi), Distributed Ledger Technology (DLT), Web3, Tokenisation

Asset coverage:

Fixed Income, Derivatives, Rates, FX, Private Debt/Private Credit, Real Assets, Illiquid Assets, Equity Release Mortgages, Insurance Linked Securities (ILS), Digital Assets

Location coverage:

UK, Bermuda, Caymans, Hong Kong, Singapore

CG’s raison d'être is very simple. It is to work with the best and to truly partner with you.

Company info
Website
Location
77 Coleman Street
London
Greater London
EC2R 5BJ
United Kingdom

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