Finance Investment Consultant - DiPietro Recruiting & Consulting

Role Overview:

• · The person would be working with Investment team for a major Insurance client. The candidate should have hands-on experience in Actuarial /Financial modeling and a strong understanding of the BFSI and Investment instruments.
• The person should be able to create/help build a mapping exercise for the investment data coming from various sources.
• · Should have hands on experience of few years with SQL, should be able to create business logic.
• Advance level knowledge of MS Excel.
• Should be independently able to conduct data analysis on results produced by financial models.
• The person would be required to create automated upload templates that would be loaded to subledger/ledger.
• The person will be responsible for testing and implementing the new/updated regulatory requirements.
• The person should be able to quickly understand the business issues and data challenges and propose solutions.
• · A suitable candidate should have 9+ years of experience and 7+ years in a similar role and should possess a go-getter attitude. The Candidate should be able to deal with ambiguity.
• Experience in Re-insurance preferred.

Key Responsibilities & Skillsets:

• Common Skillsets:
  • Superior finance, analytical and problem-solving skills.
  • Should be able to work on a problem independently and prepare client ready deliverable with minimal or no supervision.
  • Excellent communication skill for client interaction

• Financial Risk Management Skillsets:
  • Experience in Clearwater Accounting platform or similar investment accounting platform is a must have
  • Background in Finance, Investment, Actuarial Science or pursuing actuarial exams.
  • Good understanding of US (United States) market and the latest regulatory guidelines such Long Duration Targeted Improvements
  • Good knowledge of SQL, advanced Excel
  • Professional certification Actuarial exams or CFA and FRM working in Insurance industry.

Candidate Profile:

• Experience in Clearwater Accounting platform or similar investment accounting platform is a must have
• Bachelors/master's degree in finance, Investments, actuarial science
• 5-7+ years experience in Life Insurance/Reinsurance
• Knowledge of other investment-related software and tools (Bloomberg, Aladdin etc.) is preferred.
• Effective communication skills to convey technical concepts to non-technical team members.
• Strong and in-depth understanding of insurance industry
• Strong and in-depth understanding of investment instruments
• Superior analytical and problem-solving skills.
• Outstanding written and verbal communication skills
• Able to work in a fast pace continuously evolving environment and ready to take on uphill challenges.
• Is able to understand cross cultural differences and can work with clients across the globe.