Chief Investment Officer - Toronto, Canada - Foresters Financial Services, Inc.

Foresters Financial Services, Inc.

Verified Company

Toronto, Canada

1 day ago

Posted by:

Sophia Lee

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Description

Career Opportunity

Role Title

Chief Investment Officer

Purpose of role

The Chief Investment Officer is responsible for Foresters Financials' investment function.

Foresters Financials' general account portfolio is a key driver of the Company's performance and the organization has been enhancing its investment function with the objective of improving the portfolio's risk-adjusted returns.

This role will set overall investment strategy, policy and direct portfolio management.

Job Description:

Key Responsibilities

Lead investment strategy and policy for Foresters Financial U.S and Canadian $6 billion + general account and surplus investments
Set the targets on annual basis for performance, risks and asset allocation for the portfolio.
Accountable for Foresters' investment managers, evaluating and reporting on investment performance and service while managing the overall relationships.
Provide oversight on investment strategy for Foresters U.K. business
Lead Foresters ESG (environmental, social and governance) investments framework
Lead the implementation, monitoring, review and periodic updating of the general account's strategic asset allocation, including manager searches.
Monitor financial market developments, providing commentary and insight, with particular focus on impact on the general account's liquidity and credit quality.
Provide support to all business areas on investmentrelated matters.
Work closely with the Board of Directors, particularly the Risk and Investment Committee, including preparation of reports and presentations.
Member of the Management Pension Committee which oversees Foresters' pension assets.
Special projects as needed.

Key Qualifications

Education: Undergraduate degree required, MBA or other advanced degree or equivalent work experience preferred.
Chartered Financial Analyst (CFA) designation or progress toward attaining the CFA designation preferred.
The job requires an individual who is highly organized
High degree of analytical expertise
Excellent verbal and written communication skills
Ability to work effectively with teams of different technical knowledge and expertise, and an individual who takes Initiative and is able to build solid relationships with other departments across Foresters
Extensive knowledge of portfolio management processes and asset allocation
Strong knowledge of insurance and investment products
Proven ability to evaluate the performance of investment managers, ideally including experience conducting manager searches
Knowledge of Canadian and U.S. financial markets
Highly organized with a high degree of analytical expertise
Strong verbal, written, presentation and interpersonal skills with demonstrated ability to communicate effectively with those of difference technical knowledge and expertise
Ability to work with and build strong relationships with internal and external stakeholders.
Ability to work as part of a team.
Desire to work for a purposedriven organization.

LI-Hybrid

Equal Opportunity Employment and Inclusion
- _at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves._
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- in advance of your appointment._