Senior Finance Business Partner PRT Investments

Were recruiting for a Senior Finance Business Partner to join our Institutional Retirement Finance team.

In this role youll work closely with our PRT Investments function (including key members of the Investments Leadership Team) acting as a trusted partner by providing clear insightful financial challenge and guidance around key investment decisions financial performance and ensuring that outcomes are wellunderstood across IFRS and Solvency II metrics.

The specific responsibilities of this role may also evolve over time in line with the demand from the business so an agile mindset and an ability to thrive in a changing environment are also key.

This role is a Hybrid working opportunity which will allow you to split your working week between your home and our London office to find a work- life balance that works for you.

What youll be doing:

• Building strong partnerships with the Investments Leadership Team and the wider Finance community to help bridge the gap between Investments and Finance
• Providing clear financial insight challenge and advice across a range of asset classes (such as - property/real estate structured products private credit sovereigns traded credit and derivatives)
• Translating investment decisions into impacts on IFRS earnings capital liquidity and CSM including providing advice on how portfolio choices affect these metrics
• Leading the development of forwardlooking financial analysis forecasts and business plans that include clear actionoriented commentary that answers the questions around the what for Senior Leaders
• Coordinating and reviewing MI ensuring accuracy clarity and meaningful commentary are included
• Supporting change initiatives and project activity by providing Finance SME support to Investment-related (and broader as required) project work and new initiatives
• Providing positive influence across teams/stakeholders guiding/coaching junior colleagues and driving continuous improvement
• Maintaining strong governance controls and documentation across Finance and Investments related initiatives

Qualifications :

Who were looking for:

• Qualified Actuary (FIA / FFA /equivalent) CFA or Accountant (ACA / ACCA / CIMA / equivalent) with strong technical and commercial understanding
• Expertise in IFRS 17 (profit drivers CSM risk adjustment onerous contract identification discount rate calculation) IFRS 9 (classification and measurement of financial instruments) and Solvency II/Solvency UK (capital/liquidity concepts including Matching Adjustment in a bulk annuity or life insurance context)
• Strong understanding of investment drivers asset classes and ALM principles (e.g. discount rate derivation) in a life insurance or bulk annuity or long-term insurance context including considerations with respect to complex asset classes such as real estate and structured products
• Experience of proactively partnering with Investments teams influencing senior stakeholders and shaping strategic business decisions
• Excellent verbal & written communication skills including an ability to provide commentary which will go to SLT / Board level and translate complex technical concepts into clear accessible insights
• Proven experience of developing MI and scenario analysis that supports performance management and connects investment drivers to IFRS 17 earnings Solvency II capital generation and liquidity metrics
• Familiarity with investment governance papers and deal economics (NPV/IRR) would be highly desirable
• Strong Excel capability with experience in Anaplan Power BI or R seen as an advantage

Whatever your role we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual performance -related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan
• 30 days holiday plus public holidays
• Competitive family leave
• Participate in our electric car scheme which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice
• There are the many discounts we offer both for our own products and at a range of high street stores and online
• In 2023 some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

Additional Information :

At L&G we believe its possible to generate positive returns today while helping to build a better future for all. 

If you join us youll be part of a welcoming inclusive culture with opportunities to collaborate with people of diverse backgrounds views and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time term-time and job shares. Although some roles have limited flexibility due to customer demand we accommodate requests when we can. 

It doesnt matter if you dont meet every single criterion in this advert. Instead think about what you excel at and what else you can bring in terms of strengths potential and connection to our purpose. 

Remote Work :

No

Employment Type :

Full-time