Offer summary

Qualifications:

Bachelor’s Degree in Finance, Economics, Business Administration, or a related field., Proven work experience as an Investment Consultant or in a similar role., Strong analytical, problem-solving, and communication skills., Certifications in investments, financial planning or wealth management (e.g., CFA, CFP) are a plus..

Key responsabilities:

Consult with various insurance program clients to understand their investment needs and regulatory requirements.

Provide investment advisory services and recommend appropriate investment strategies.

Develop investment policy statements to help clients achieve their financial objectives.

Monitor asset allocations and assess the performance of investment strategies and managers, adjusting as needed.

Job description

Strategic Risk Solutions Inc (SRS), a leading insurance company management firm, is growing rapidly and intends to form SRS Investments in order to provide certain investment consulting services to a portfolio of clients.

The successful candidate will have proven experience as an investment consultant for a portfolio of clients, with preference given to those experienced with insurance clients.

Responsibilities and Duties

Consulting with multiple types of insurance program clients (e.g. captives, reinsurance, self-insurance): Understand their investment needs, regulatory requirements, any investment contractual restrictions, current financial statements and investment risk tolerance.
Providing investment advisory services: Recommend appropriate investment strategies and aligned investment management providers.
Develop investment policy statements: Create investment policy statements to help clients achieve their financial objectives.
Investment program structure: Create asset allocation and liability matched investment programs that account for immediate and longer-term liquidity needs for a variety of portfolio sizes.
Evaluating results: Monitor asset allocations and assess the performance of investment strategies and investment managers, and adjust strategies as needed.
Monitoring market trends: Conversant in financial markets and economic conditions.
Compliance: Ensure all activities comply with industry regulations.
Reporting: Prepare applicable, routine reporting and analysis to ensure proper positioning, activities and alignment with investment goals.
Business planning: Develop applicable business planning with the senior leadership of SRS and SRS Investment. Business planning is a continuous process, focusing on fulfilling clients’ ever evolving needs, preparing competitive offerings for SRS teammates to offer clients, and designing a competitive assessment that enables SRS Investments to be the preferred provider in the market.
Market presence: Represent SRS Investments with integrity and expertise, always reinforcing the high regard we want clients and partners to have of our firm.
Team player: Collaborative person, driven to deliver excellence, thoughtful problem solver, thrives both leading or supporting, and builds client centered results with SRS team members.
Travel domestically and internationally (as required) to develop new relationships, service existing clients, and coordinate with SRS team members.

Attributes and Skills

Bachelor’s Degree in Finance, Economics, Business Administration, or a related field. Graduate work and educational experience in investments, insurance, accounting, statistics, actuarial sciences, and computer programming are a plus.
Proven work experience as an Investment Consultant or in a similar role.
Strong analytical, problem-solving, and communication skills.
Certifications in investments, financial planning or wealth management (e.g., CFA, CFP) are a plus.
A customer-oriented attitude and strong ethical standards.

About Strategic Risk Solutions
SRS is the world’s largest independent insurance company manager. With over 25 years of experience, SRS provides management and consulting services to a wide range of insurance company entities, from single parent captives to complex commercial insurers and reinsurers. SRS has operations in the United States, Canada, Europe, Barbados, Bermuda, Cayman Islands, Latin America, and South Africa.

Offering a competitive salary, bonus plan, and a generous benefits package, SRS strives to provide every employee with opportunities for rewarding growth and advancement in an environment of genuine equity and inclusion. The pace is fast and demanding, and SRS’s dedication to its people has established a company-wide network of colleagues committed to each other’s, as well as the Company’s, success.
EOE

For more information on SRS, please visit www.strategicrisks.com.

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