직무 설명 및 자격 요건
Functional Responsibilities
· Prepare reports to support Investment Asset and Net Investment Income analysis.
· Work closely with Portfolio Managers and Asset Sector Specialists to obtain inputs to support the monthly projection process.
· Analyze data and process flows to improve forecasting/modeling accuracy.
· Gain an in-depth understanding of all outputs from the projections model and provide a well-analyzed & detailed attribution of the results to senior management.
· Work closely with various partners across the Enterprise to understand and implement the necessary support for Investments.
· Ad-hoc requests. Analyze and implement process improvements.
Required Qualifications
· 6+ years of experience in Finance/Accounting/Investments
Preferred Qualifications
· B.S./B.A. degree in Finance, Accounting or a relevant field of expertise.
· Advanced knowledge of Microsoft Excel.
· Insurance and Investment industry experience.
· Excellent written and oral communication skills, including the ability to communicate with all levels of management; work effectively independently as well as with teammates.
· Ability to structure and conduct detailed, data-driven analyses.
· Proven ability to independently manage multiple assignments and demonstrate initiative.
· Attention to detail, yet able to summarize and communicate complex issues effectively.
· Proficient use of MS Office (Excel, Access, Word and PowerPoint) and Business Intelligence Tools.
· Ability to work additional hours during peak times.
· Knowledge of PeopleSoft, Essbase, Hyperion, COGNOS/CUBUS, QRM, Kamakura, a plus.
· Knowledge of Life Insurance GAAP, Statutory accounting and RBC a plus.
MBA, CPA, CFA, CMA, Masters in Economics, Mathematics, or Financial Engineering or Actuarial designations preferred.
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