AVP Capital Management

Purpose:

The AVP, Capital Management will support the firm’s capital planning, forecasting, and strategic capital initiatives across legal entities and reporting bases. This role will partner closely with Finance, Risk, Actuarial, Investments, and senior leadership to analyze capital requirements under base case and stressed scenarios, support regulatory and rating agency needs, and execute ad hoc strategic initiatives.

The ideal candidate combines strong technical modeling capabilities with effective communication skills and the flexibility to contribute across a wide range of capital-related projects in a fast-paced environment.

Accountabilities:

Capital Planning & Analysis

Develop and maintain capital projections across multiple legal entities and bases (e.g., Bermuda, U.S. Statutory, consolidated views)

Analyze drivers of capital movements, including earnings, market impacts, dividends, contributions, reinsurance, and transactions

Drive quarterly and annual capital reporting, including variance analysis and management commentary

Modeling & Technical Analysis

Build and enhance capital and balance sheet models to support business planning, stress testing, and strategic decision-making

Drive scenario analysis and stress testing in collaboration with Risk and Actuarial partners

Drive capital optimization analyses, including implications of new business, asset allocation changes, and strategic transactions.

Regulatory, Rating Agency & Framework Support

Own capital management under relevant regulatory and rating agency frameworks (e.g., Bermuda EBS, VM-22, aggregation methods)

Drive analysis of evolving regulatory and rating agency requirements and assess impacts on the firm’s capital position

Contribute to materials and analyses used in discussions with regulators and rating agencies

Executive Reporting & Presentations

Prepare clear, concise presentation materials for senior management and executive audiences

Translate complex modeling outputs into actionable insights and recommendations

Support Board- and executive-level capital reporting as needed

Special Projects & Cross-Functional Support

Drive ad hoc and strategic projects related to capital management, transactions, reinsurance, and enterprise initiatives

Partner with Finance, Investments, Risk, Actuarial, Treasury, and other stakeholders to support enterprise-wide objectives

Drive process improvements, automation, and enhancements to capital analytics and reporting infrastructure

Thought leadership on capital management framework, policies and procedures, upcoming regulatory changes

Qualifications and

Experience:

Education

Bachelor’s degree in Finance, Accounting, Math, Actuarial Science, Economics, or a related field

CPA, CFA, MBA, ASA/FSA strongly preferred

Experience

8+ years of experience in insurance, reinsurance, asset management, or financial services, with exposure to capital management, financial modeling, or actuarial/finance functions

Experience supporting capital projections, balance sheet analysis, or regulatory capital frameworks preferred

Exposure to Bermuda EBS, VM-22, US aggregation method, or similar capital regimes is a strong plus.

Skills & Competencies

Strong financial and capital modeling skills, with advanced Excel proficiency

Ability to synthesize complex quantitative analysis into clear executive-level messaging

Excellent written and verbal communication and presentation skills

Highly analytical, detail-oriented, and intellectually curious

Flexible and adaptable, with the ability to work across a variety of projects and priorities

Strong collaboration skills and comfort working cross-functionally in a fast-paced environment

$ - $ CAD Annual