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Senior Investment Consultant, Insurance Required

Senior Investment Consultant, Insurance Required

Strategic Risk SolutionsConcord, MA, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

Strategic Risk Solutions Inc (SRS), a leading insurance company management firm, is growing rapidly and intends to form SRS Investments in order to provide certain investment consulting services to a portfolio of clients.

The successful candidate will have proven experience as an investment consultant for a portfolio of clients, with preference given to those experienced with insurance clients.

Salary Range :

  • $150,000-$190,000 based on experience     Responsibilities and Duties Consulting with multiple types of insurance program clients (e.g. captives, reinsurance, self-insurance) : Understand their investment needs, regulatory requirements, any investment contractual restrictions, current financial statements and investment risk tolerance.

Providing investment advisory services :

  • Recommend appropriate investment strategies and aligned investment management providers.

    • Develop investment policy statements :

  • Create investment policy statements to help clients achieve their financial objectives.

    • Investment program structure :

  • Create asset allocation and liability matched investment programs that account for immediate and longer-term liquidity needs for a variety of portfolio sizes.

    • Evaluating results :

  • Monitor asset allocations and assess the performance of investment strategies and investment managers, and adjust strategies as needed.

    • Monitoring market trends :

  • Conversant in financial markets and economic conditions.

    • Compliance :

  • Ensure all activities comply with industry regulations.

    • Reporting :

  • Prepare applicable, routine reporting and analysis to ensure proper positioning, activities and alignment with investment goals.

    • Business planning :

  • Develop applicable business planning with the senior leadership of SRS and SRS Investment.  Business planning is a continuous process, focusing on fulfilling clients’ ever evolving needs, preparing competitive offerings for SRS teammates to offer clients, and designing a competitive assessment that enables SRS Investments to be the preferred provider in the market.  Market presence : Represent SRS Investments with integrity and expertise, always reinforcing the high regard we want clients and partners to have of our firm.

    • Team player :

  • Collaborative person, driven to deliver excellence, thoughtful problem solver, thrives both leading or supporting, and builds client centered results with SRS team members.
  • Travel domestically and internationally (as required) to develop new relationships, service existing clients, and coordinate with SRS team members.      Attributes and Skills Bachelor’s Degree in Finance, Economics, Business Administration, or a related field.
  • Graduate work and educational experience in investments, insurance, accounting, statistics, actuarial sciences, and computer programming are a plus.  Proven work experience as an Investment Consultant or in a similar role.
  • Strong analytical, problem-solving, and communication skills.  Certifications in investments, financial planning or wealth management (e.g., CFA, CFP) are a plus.  A customer-oriented attitude and strong ethical standards.  About Strategic Risk Solutions SRS is the world’s largest independent insurance company manager.
  • With over 25 years of experience, SRS provides management and consulting services to a wide range of insurance company entities, from single parent captives to complex commercial insurers and reinsurers.
  • SRS has operations in the United States, Canada, Europe, Barbados, Bermuda, Cayman Islands, Latin America, and South Africa.
  • Offering a competitive salary, bonus plan, and a generous benefits package, SRS strives to provide every employee with opportunities for rewarding growth and advancement in an environment of genuine equity and inclusion.
  • The pace is fast and demanding, and SRS’s dedication to its people has established a company-wide network of colleagues committed to each other’s, as well as the Company’s, success.  EOE For more information on SRS, please visit  www.strategicrisks.com .   Powered by JazzHR
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