Provide senior-level investment thought leadership, contributing to strategic direction, portfolio construction, and long-term investment initiatives.
Lead optimization of insurance investment portfolios, assessing risk-return trade-offs, capital efficiency, liquidity, and liability characteristics.
Conduct research on new asset classes and investment strategies, develop approval recommendations, and lead implementation.
Oversee investment policy governance, including development, interpretation, and compliance with regulatory requirements, internal risk frameworks, and board-approved mandates.
Establish and maintain robust investment processes for new investment products, including governance structures, portfolio guidelines, and performance measurement.

Minimum 10 years of progressive experience in investment management, insurance asset management, or institutional investing.
Demonstrated experience managing or overseeing multi-asset class portfolios within an insurance, pension, or asset-liability management framework.
Experience working with investment policies, governance frameworks, and board or committee reporting.
Partner with Finance and Accounting teams to support period-end reporting, audit processes, and accounting interpretation related to insurance investment portfolios.
Demonstrated ability to communicate complex investment concepts clearly and concisely to diverse audiences, including senior executives, investment committees, boards, and non-investment stakeholders.
Experience partnering effectively with stakeholders, including investment managers, business, internal risk and legal teams, and regulators.

Senior Treasury Manager – Investment Management

Key skills