Asset Strategy and Investment Oversight - Senior Manager

Overview

Title: Asset Strategy and Investment Oversight - Senior Manager

Location: London, GB

Company: CLFIS Limited

Description: Canada Life UK is transforming to provide expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers. We continue to be a modern, agile and welcoming organisation serving individuals, families, businesses, and intermediaries.

Purpose of the role: The role holder will work with the Head of Asset Strategy and Investment Oversight (ASIO) in providing technical, regulatory, and governance expertise and guidance to Canada Life UK, ensuring compliance with applicable regulation, investment policy and mandates through monitoring, oversight and reporting.

Responsibilities

• Contribute to the development of the business strategy and the communication of investment strategy and policies.
• Support the Head of ASIO in relationships with internal and external Asset Managers, including:
  • Accountable for investment oversight and governance for IMAs entered into by Canada Life UK
  • On-board new asset manager(s)
  • Serve as primary contact for asset management partners, including third-party due diligence
  • Third-party risk management and oversight, including regulatory compliance
  • Performance assessment of internal and external Asset Managers
• Identify, assess, and mitigate risks associated with the investment portfolio, including opportunities for structured assets, setting requirements for structured assets, negotiating with issuers on structures and pricing, and obtaining final credit rating and regulatory approval for new asset structures.
• Develop and maintain ASIO Policies and Standards, including investment policies and Canada Life UK investment standards/mandates, ensuring regulatory and internal compliance.
• Deliver ASIO reporting and communicate results to key stakeholders, including the Executive Committee and Board.
• Provide guidance and coaching to colleagues to evolve the outputs from the area.
• Network with other financial institutions, asset managers, and investment professionals.

Qualifications and what you'll bring to the role

• Knowledge of regulations impacting investments in life insurance companies.
• Experience developing and communicating investment strategy and policies; contribution to business strategy.
• Understanding of global markets with specific knowledge of fixed income markets.
• Ability to manage and develop the ASIO team, supervise the ASIO process, and establish processes to ensure investment policies are followed; capable of strategic asset allocation decisions and portfolio risk management.
• Project management skills to manage multiple priorities.
• Understanding of investment principles and processes; strong commercial outlook.
• Excellent written and verbal communication skills; attention to detail; ability to engage with senior management to achieve outcomes.
• Interpersonal and networking skills to maintain relationships with multiple stakeholders.
• Track record of delivering under tight time pressure.

Benefits

We believe in recognising and rewarding our people with a competitive salary and benefits package, including a pension and bonus scheme, income protection, private medical insurance, and life assurance, along with development opportunities.

How we work

Our culture is focused on doing the right thing for our people, customers and community. Our blueprint behaviours guide how we work, including being curious, owning outcomes, collaborating, and finding a way forward. We offer flexible working and opportunities to grow and develop.

Diversity and inclusion

We are committed to building an inclusive workplace with a diverse workforce where everyone can belong and achieve their potential. We value DEI and continue to focus on progress.

"At Canada Life we believe in the power of great people from different backgrounds and perspectives to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all."

We understand that everyone has different work and life responsibilities and are happy to discuss flexible working arrangements, including part-time options where needed.