Investors Relation & Performance Management Officer

JOB DESCRIPTION AND EXPECTATIONS

Preparation of periodic financial performance reports (MPR, QBR, forecast updates) to track and analyse financial performance using various quantitative ratios and qualitative factors on a year-on-year basis, month-on-month basis and as against the budget and a good Knowledge and application of IFRS reporting requirements

Academic/Professional: Degree in any finance related courses (e.g. Accounting, Economics etc.). Possession of an MBA will be an added advantage.

Work experience: 2-3 years’ experience in costing, budgeting, financial review and analysis or related roles. Others: Actual work experience creating dashboards for performance management. Strong presentation and communication skills.

Job Level: This position has been profiled as a minimum Analyst role owing to the defined skill level, years of experience and complexities of the task to be performed.

Grade Level: This position has been profiled as a minimum Grade Level 9 owing to the defined skill level, years of experience and complexities of the task to be performed.

Key Responsibilities

• Development of annual budget and forecasts for the implementation of corporate financial strategies to align with the company goals and objectives.
• Monitor Company Investment Income and other financial targets
• Preparation of periodic financial performance reports to the group (MBR, QBR, Forecast updates, Dialogues).
• Preparation of annual budget, monitor performance and implementation of strategy for the goals attributed to all portfolios
• Review and Approval of Sales agents and lead generator requests on PMP
• Coordinate and supervise all reports (magnitude & clearance) to the group
• Conduct industry research to carry out peer review and competitive analysis to draw insights and obtain comparable metrics for the strategic planning.
• Monitor Key Performance Indicators of priority portfolios (Underwriting KPI) and sales efforts (Retail Sales Productivity and AUMs) for the Monthly Performance Review sessions.
• Provide management commentary inputs (Annual Report statements) to the Annual reports ahead of the annual general meeting.
• Any other responsibilities that might be required by the Team lead, Group Head, CFO from time to time.