Strategic Investment Leader

1 week ago

Sydney, New South Wales, Australia beBeeCapital Full time $180,000 - $250,000
Investment Manager Role

The Investment Manager role plays a pivotal part in ensuring the financial stability of the organization. This includes accounting, financial reporting, actuarial reporting, expense management, capital management, investments, and treasury. The position oversees cash management and investment coordination across all entities.

Key Responsibilities:
  • Coordinate, implement, monitor, and enhance investment strategies for local risk carriers and the holding company.
  • Oversee and control Investment Management Agreements between local APRA-authorised entities and outsourced functions in head-office and external asset management providers.
  • Support investment proposals from Head Office while ensuring that local risk, capital, and governance aspects are assessed and captured.
  • Foster a collaborative and transparent relationship between central investment units and local MHA/MRA Boards.
  • Liquidity planning and cashflow monitoring to ensure timely funding of all payments while limiting unnecessary trading activity.
  • Ensure careful capital management across all entities by working with actuarial, finance, and global teams on capital efficiency projects and transactions (capital return/injections) with head-office.
  • Build relationships with all outsourced service providers while following a monitoring program against documented service level agreements and service standards.
  • Design and implement processes to identify, treat, and monitor inherent risks within each area of functional responsibility.
Requirements:
  • Degree or professional qualification in a finance-related discipline (e.g., CPA, CA, CFA).
  • 5+ years of experience with investment processes within Financial Services and capturing back, middle, and front office functions.
  • Understanding of finance, accounting, and capital management principles from within an APRA-regulated entity.
  • Experience in preparation and presentation of executive/board reports.

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