Assistant Manager, Investment Operations
AXA XL
- Gurgaon, Haryana
- Permanent
- Full-time
Gurgaon, Haryana, IndiaAXA XL Investments manages the approx. $40 billion of investment portfolio. XL Catlin Investment has three strategic locations for its operations. New York, Bermuda, and India. Investment Operations is responsible for maintaining a high degree of data integrity, multiple system maintenance, and high-end reporting delivery along with other operational tasks for AXA XL Investment Management. Multiple vendors responsible for Data warehouse, custodian information, accounting agents and others are key sources of information. Consumers of this data include Fixed Income, Investment reporting, Investment Compliance, and Risk management teams.
The Investment Reporting and Compliance is a part of Global Investment Operations Group, it is a dedicated group of professionals who ensure that all AXA XL Reporting requirements are met respective to the cyclical and ad hoc requirements. Reporting currently provides Reporting solutions (Internal and External) to/for the AXA XL investment portfolio. The team currently supports both the front and the back-office counterparts in Bermuda and New York (US). The team is responsible for maintaining a high degree of data integrity, multiple system maintenance, and high-end reporting delivery along with other operational tasks for AXA XL Investment Management Ltd. Multiple vendors and teams both within AXX XL and outside are responsible for providing Data and others are key sources of information. The end user for the Reporting includes Legal Entity Board, Fixed Income, Steering, and Risk management teams. Compliance ensures regular monitoring of investment portfolio based on predefined limits framework and its reporting thereafter. The compliance team works closely with the Fixed Income Team, Portfolio Managers and Market Risk Team by working on compliance exceptions and ensuring remedial action/approval. Key users are the CEO, CIO, Risk and Finance Committee and Legal Entity Boards. The team has the essential skill set and experience in the field of investment and risk management.DISCOVER your opportunityWhat will your essential responsibilities include?· Produce, analyze, and present Investment and Performance Reports for Internal Teams (Investment and Risk) and external parties (like Regulators and Portfolio Managers).· Derive investment classifications based on other related information and conduct report testing.· Create Board report for AXA XL entities which includes Positions reporting viz-a-viz benchmark & compliance limits, Performance, Market and Credit Risk.· Produce Fixed Income, alternatives and Derivatives reports based on the production calendar.· Troubleshoot complex Excel-based reports and re-engineer reports when required.· Provide support to the investment operations team by being an effective backup and performing tasks subject to the requirements.· Transition dashboards in MS Excel to QlikView or Power-BI as per the business requirements.· Risk Reporting includes Risk frameworks like classification-based Risk Appetite, Credit ratings, and Sensitivity analysis.· Perform monthly and Quarterly compliance checks for Fixed Income mainly Corporate, Government & Supranational and ESG inclined Bonds.· Monthly/quarterly monitoring and compliance exceptions reporting to authorized parties. Liaising with portfolio managers for trade preapproval requests.· Regulatory and Legal compliance monitoring. Scenario-based compliance testing and Collateral Asset monitoring.· Validation of 2nd Opinion requirements for all AXA CoEs (Centre of Expertise) and quarterly compliance checks for all AXA CoEs.· Perform other duties as and when assigned by the manager and help the manager achieve the desired goal for a period.· Liaise with other internal and external teams/vendors/auditors to understand, create a solution and fulfil the requirements.You will report to the Delivery Leader, Investment Reporting and Compliance, Operations (India).QualificationsSHARE your talentWe’re looking for someone who has these abilities and skills:Required Skills and Abilities:· Bachelor’s/master’s degree in finance/economics or Degree Diploma in Computer with a fair amount of experience in automation and report reengineering.· CFA / FRM at any level or completed would be preferable.· Deep knowledge of Fixed Income and Derivatives instruments with respect to reporting.· Effective experience with MS Excel, Word, and PowerPoint.· Hands-on experience with QlikView Power BI (reporting tool) and VBA (basic or advanced) will be preferable. Skills are required for troubleshooting queries and report building for internal and external users.· Ability to switch priorities and flexibility to work with reporting and Compliance is required.· Ability to troubleshoot a complex query and deliver the desired solution.Desired Skills and Abilities:· Relevant years of working experience with Banking, Investment Banking, Portfolio, and asset Management or from any financial services company.· Excellent communication skills required to interact with internal colleagues and external vendors to resolve queries or complete a task in hand like creating new reporting schema, implementing reporting changes, and transitioning/migrating reporting from the onshore team.· Must have effective analytical skills to quickly understand, absorb, and implement business intelligence tools in day-to-day work.· Ability and Skills to efficient time/task management skills.· Ability to work resiliently and responsibly in a flexible environment without compromising the deliverables.FIND your futureAXA XL, the P&C and speciality 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 speciality.With an innovative and flexible approach to risk solutions, we partner with those who move the world forward.Learn more atInclusion & DiversityAXA 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.
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