Tax Accountant- Public Accounting

Senior Associate - Investments

Assist the Regional Chief Investment Office (CIO) and Investments AVP with:

• Monitoring of the existing investment portfolios to ensure that portfolio allocation is in line with strategic and tactical allocation preferences while operating within the constraints of a regulated insurance company
• Constructing optimal investment portfolios and return streams as an input to the M&A pricing process
• Generation of new strategic and tactical ideas for implementation in the portfolio
• Due diligence of new asset managers and monitoring of existing asset managers

• 4-6 years minimum experience in insurance company asset management
• Thorough understanding of investment management, strategic asset allocation, tactical asset allocation, and capital markets
• Understanding of the portfolio construction process and information required to make asset allocation decisions
• Experience working with external asset managers (or internal portfolio managers) in the development of benchmarks, portfolios and efficient frontiers
• Experience and understanding of core fixed income asset classes as well as non-core asset classes, including public equity, private equity, real estate, hedge funds, infrastructure, CLO equity, high yield, bank loans, emerging market debt, and other investments
• Understanding of US, EU, and UK capital markets
• Bachelor’s or higher (Master’s is preferred)
• CFA qualification is preferred, but not required

With more than 1,300 employees in 27 offices, our Client leverages its expertise in claims management, risk analysis, and investment to generate value. They also provide management, consulting, and other services to the global insurance industry. They are different, something unique.