Senior Associate, Investment Steering

2 weeks ago


Hamilton, Ontario, Canada AXA Full time

Senior Associate, Investment Steering

Hamilton, Bermuda

The Investment Steering team plays a pivotal role in the Investment function collaborating with the Strategic Asset Allocation team, Portfolio Management, Legal entities, and other stakeholders to efficiently and effectively implement the division's investment strategy.

DISCOVER your opportunity

What will your essential responsibilities include?

  • Represent the Investment function to legal entities across the division, contributing to the optimal allocation of the division's investments across legal entity balance sheets, taking into account regulatory and solvency requirements as well as tax, liquidity and accounting considerations.
  • Establish appropriate legal entity investment guidelines and facilitating the development and maintenance of the investment governance framework, standards and policies within the authority of the Chief Investment Officer (CIO)
  • Provide dedicated support to the CIO office
  • Division and legal entity reporting and presentations
  • Develop division investment plan, implementation at legal entity level, and monitoring of associated KPI's
  • Develop annual investment earnings budgeting process and quarterly reforecasts
  • Contribute to transversal activities of AXA Group through the Monitoring Centre of Expertise
  • Coordinate the allocation of assets to European legal entity balance sheets in various jurisdictions considering insurance specific aspects of capital, risk and liquidity, in close collaboration with portfolio management and legal entities
  • Co-lead the annual investment budgeting process and monitoring of investment results. Be involved in the quarterly internal and external reporting cycle, including the preparation of presentations to executive management within AXA XL and AXA Group
  • Contribute actively to the development of tools and quantitative frameworks to analyze and optimize legal entity liquidity and risk asset allocations in close collaboration with colleagues from Strategic Asset Allocation, Financial Risk management and Investment Strategy
  • Monitor the worldwide development of Solvency II regulatory regime with regards to investments and asset risk
  • Draft and align guidelines, investment management agreements and other investment policies applied across legal entities and the investment operation
  • Regular communication with key stakeholders across the various functions and teams – in particular legal entity CFOs and finance teams, CROs and risk management team, strategic asset allocation, portfolio management, investment operations and reporting, financial risk management, accounting, legal, tax, compliance and rating agency teams
You will report to the Head of Investment Steering.

Qualifications

SHARE your talent

We're looking for someone who has these abilities and skills:

Required Skills and Abilities:
  • Chartered Accountant or CFA
  • Minimum of 7-10 years investment steering specific experience or similar role
  • Excellent working knowledge of Solvency II capital regime and capital efficiency
  • Robust understanding of IFRS and local GAAP standards across various jurisdictions
  • Experience with regulatory interaction particularly Central Bank of Ireland (CBI)
  • Excellent presentation / oral / written communication skills
  • Outstanding quantitative and analytical skills
FIND your future

AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don't just provide re/insurance, we reinvent it.

How? By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business − property, casualty, professional, financial lines and specialty.

With an innovative and flexible approach to risk solutions, we partner with those who move the world forward.

Learn more at

Inclusion & Diversity

AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic.

At AXA XL, we know that an inclusive culture and a diverse workforce enable business growth and are critical to our success. That's why we have made a strategic commitment to attract, develop, advance and retain the most diverse workforce possible, and create an inclusive culture where everyone can bring their full selves to work and can reach their highest potential. It's about helping one another — and our business — to move forward and succeed.
  • Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe
  • Robust support for Flexible Working Arrangements
  • Enhanced family friendly leave benefits
  • Named to the Diversity Best Practices Index
  • Signatory to the UK Women in Finance Charter
Learn more at . AXA XL is an Equal Opportunity Employer.

Sustainability

At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future. Our Sustainability strategy, called "Roots of resilience," focuses on protecting natural ecosystems, addressing climate change, and embedding sustainable practices across our operations.

Our Pillars:
  • Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society – are essential to our future. We're committed to protecting and restoring nature – from mangrove forests to the bees in our backyard – by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans.
  • Addressing climate change: The effects of a changing climate are far reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions.
  • Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We're training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting.
  • AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL's "Hearts in Action" programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day – the Global Day of Giving.
For more information, please see .
#J-18808-Ljbffr

  • Hamilton, Ontario, Canada AXA Full time

    Senior Associate, Investment Steering Hamilton, Bermuda The Investment Steering team plays a pivotal role in the Investment function collaborating with the Strategic Asset Allocation team, Portfolio Management, Legal entities, and other stakeholders to efficiently and effectively implement the div


  • Hamilton, Ontario, Canada AXA Full time

    Senior Associate, Investment Steering The Investment Steering team plays a pivotal role in the Investment function collaborating with the Strategic Asset Allocation team, Portfolio Management, Legal entities, and other stakeholders to efficiently and effectively implement the division's investment strategy. Represent the Investment function to legal entities...


  • Hamilton, Ontario, Canada Endeavour group Full time

    With a portfolio that includes Dan Murphy's, BWS, ALH Hotels, Pinnacle Drinks and more, we love to bring people together. Varied work and projects across the Group This is an exciting opportunity for either a Strategy Associate or Senior Associate to join the Group Strategy team at our ASX 50 company. You will support Endeavour Group in the development of...


  • Hamilton, Ontario, Canada Legal And General Group Full time

    Legal & General Reinsurance is a Bermuda-based specialist life reinsurer. We are the global reinsurance hub of Legal & General Group Plc, a multinational financial services company established in 1836, and we provide life reinsurance solutions to clients in the UK, Europe, the US and Canada. We're recruiting for a Senior Investment Analyst to join us in our...

  • Investment Associate

    2 weeks ago


    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Strategy Associate

    2 weeks ago


    Hamilton, Ontario, Canada Endeavour group Full time

    Company DescriptionLet's create a more sociable future togetherAt Endeavour, we're totally into what we do. With a portfolio that includes Dan Murphy's, BWS, ALH Hotels, Pinnacle Drinks and more, we love to bring people together. Together we share our passion for our products and industry; it's what inspires us to dream big, and continue to create new...


  • Hamilton, Ontario, Canada Scotiabank Full time

    Requisition ID: 199850Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleOur Senior Customer Experience Associates are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals. We are...


  • Hamilton, Ontario, Canada Selby Jennings Full time

    Director of Reinsurance Risk Analytics & Financial Modeling Director of Reinsurance Risk Analytics & Financial Modeling Selby Jennings Hamilton, Bermuda Posted 19 days ago In-Office Job Permanent USD USD200000 per year I am currently working with a Reinsurance company looking for a Director of Risk Analytics & Financial Modeling who will play a critical...


  • Hamilton, Ontario, Canada Alterna Full time

    Scope of Position This is a dual role that serves in a unique capacity as ambassador for new/existing members of Alterna. The incumbent must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities for cross-sell, up sell, and meet the needs of all mass market members by providing...

  • Wealth Associate

    2 weeks ago


    Hamilton, Ontario, Canada First Financial Bank Full time

    We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written If you are interested and qualified for this role, we invite you to apply. The Wealth Associate is responsible for helping with sales and service initiatives in the Wealth department. In this role the Wealth...


  • Hamilton, Ontario, Canada Tandia Financial Credit Union Full time

    We invest in people.Be part of a banking experience as unique as you are.Tandia Financial Credit Union (Tandia) is seeking a passionate relationship builder to be a part-time Associate based in our branches in the Hamilton region. This permanent position will involve working at multiple branch. The work hours will vary between 18-24 hours per week, Monday...


  • Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Associate

    2 weeks ago


    Hamilton, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?:RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities Branch located...


  • Hamilton, Ontario, Canada LRI Invest Full time $2

    Date Posted: Mar 28, 2024 The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Apex has continually improved and evolved its product suite by surrounding these core administrative services with additional products spanning the full value chain of a fund; from...


  • Hamilton, Ontario, Canada Allergan Full time

    Associate Business Systems Consultant, Global Trade and Compliance __AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas – immunology, oncology,...


  • Hamilton, Ontario, Canada Teneo external feed for LinkedIn Full time

    Location: Cayman Islands, British Virgin Islands or BermudaThe OpportunityAs a Senior Consultant in Bermuda, you have the chance to showcase your business acumen and professional skills by delivering top-notch outcomes for our clients while collaborating with a talented team.Key ResponsibilitiesOngoing support to Senior ManagementCreating quality client...

  • Accounting Assistant

    2 weeks ago


    Hamilton, Ontario, Canada BFT Mortgage Investment Corporation Full time

    About Us:Our office, located at 436 Aberdeen Avenue in Hamilton is run by a small team that works closely together and shares the common goal of managing a successful and growing company.We have an immediate opening for a full-time Accounting Assistant.Key Responsibilities & Duties: Post and calculate any adhoc daily journal entries across various associated...


  • Hamilton, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...


  • Hamilton, Ontario, Canada Arthur Financial Full time

    Welcome to the world of risk capital specialists at Arthur Financial!If you're considering relocating to Bermuda or exploring new job opportunities on the island, this might just be the perfect fit for you. Arthur Financial has teamed up with a top-notch financial services company in Bermuda, and they're in need of a talented Risk Capital Specialist to...


  • Hamilton, Ontario, Canada Scotiabank Full time

    Requisition ID: 192542Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the role:As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals.Our...