The Legacy Portfolio Manager is involved in the management and oversight of all aspects of the Legacy business, including:
- Managing & reviewing the data & reporting received from Internal Shared Services (Finance/ Claims/ Actuarial/ RI) and undertaking additional KPI, trend & variance analysis for Management/ Committee/ Board reporting.
- Involvement in the oversight of the TPA’s and the associated projects to insource key functions.
- Business Planning and associated BAU monitoring and variance analysis.
- Liaising with Internal & External auditors to ensure they are efficient & effective, and any matters arising are resolved in a timely fashion.
Day to day duties include
- Assist with the ongoing review & development of financial systems, procedures & controls, to ensure the achievement of an effective control environment and investigate & resolve any reconciliation issues.
- Contribute to the preparation of business forecasts and comprehensive budgets.
- ist with the detailed review of the financial accounts for both internal and external purposes to ensure that these are presented accurately and on time, and undertake analyses of trends & variances.
- Assist with the operational management of the Legacy portfolio, including oversight of TPA’s, the delivery of change projects & process improvement.
- Assist with internal and external audits, including the provision of data & resolution of all matters arising.
- Contribute to the compliance with regulatory activities and company policies and procedures
- Assist with the monitoring & reporting of capital required to support a solvent Run-Off of GibCos and other Legacy Portfolio’s.
Knowledge and experience
- Qualified Accountant (ACA, CPA, CIMA, ACCA etc)
- In-depth knowledge of financial reporting standards, including Gibraltar GAAP, UK GAAP, IFRS, and Solvency II frameworks.
- Well-versed in Gibraltar's insurance industry regulations, including compliance and reporting requirements.
- 7+ years of finance experience, including financial planning & analysis, accounting, audit and financial consulting.
- Operations, Business Process & Technology experience.
- Good working knowledge of general (re)insurance market, especially the Gibraltar insurance sector.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and deliver meaningful insights.
- Excellent communication and interpersonal skills, capable of presenting financial information clearly to stakeholders at all levels.
- Proven ability to manage multiple projects and competing deadlines in a fast-paced, dynamic environment.
- Proactive and highly driven, with a strong ability to work independently and take initiative as appropriate.
- Comfortable working both independently and in coordination with geographically dispersed teams across different time zones.
All applicants must have the right to work in the UK