In this position, you will be responsible for analyzing domestic and some international property and casualty companies. You will analyze and report on the financial strength of a portfolio of companies, under the guidance and support of an analytical team leader or senior financial analyst.
In this role, you will:
Conduct company research with respect to increasingly complex insurance companies using financial and non-financial information, including audited financial statements, public accounts and other relevant management information.
Produce timely, high quality reporting to support your findings, documenting analysis and recommendations.
Present analysis at committee meetings.
Conduct on-going monitoring and surveillance of assigned portfolios, market/industry/regulatory developments, news events etc. identifying early warning signs that need to be brought to committee for event driven actions.
Keep up to date with relevant industry, market and professional developments through continued professional development and learning, including, for example, undertaking research, attending seminars, market briefings and presentations.
Manage the relationship with clients in your portfolio, increasingly leading management meetings, communicating outcomes and effective management of expectations.
Proactively identify areas for performance or process improvement, recommending actions and positively contributing to the implementation of changes.
Continue to develop a network of contacts in the insurance market (clients, brokers, regulators and prospects) utilizing contacts as a source of informal market research.
Maintain or work to develop strong analytical skills through a professional designation and continuing education (CFA, Actuarial, MBA, CLU, FLMI, FRM, etc.)
Willingness to travel up to 20%.
To qualify for this position, you must have:
5-7 years Financial Analysis experience in insurance or related experience.
Bachelor's degree in Finance, Actuarial, Accounting or Economics.
3 plus years’ of financial analysis experience or related experience is required.
Experienced in conducting financial analysis, ideally within the insurance industry, financial services sector, or a financial services consulting firm.
Math, accounting, financial or economics background preferred with knowledge of financial ratios and financial statement analysis.
Must be proficient in Microsoft Office with excellent organizational and administrative skills.
Advanced degree or professional designation is preferred (CFA, Actuarial, MBA, CLU, FLMI, FRM, etc.).
Developed analytical skills and knowledge of financial markets and economic/industry trends.
Experience presenting in a conference setting is a plus.
Evidence of developing and managing professional relationships with external stakeholders.