Treasury and Investment Officer at Prudential Zenith Life Insurance

Position Overview

We are seeking a qualified and experienced Treasury and Investment Officer to join our team. This role requires expertise in treasury management, investment analysis, and financial operations within the insurance industry.

Key Responsibilities

• Liaise and coordinate with other investment officers and bank staff to obtain information about current market conditions and investable assets for the organization
• Prepare project appraisals for presentation to department review committees, senior management, and the Board, including monthly investment operations reports
• Justify investments and obtain approvals from the finance director and operations committee
• Prepare and process payment approvals for investment funds
• Conduct continuous money market analysis and outlook reviews; monitor industry trends and identify investment opportunities in fixed income securities, money market securities, equities, and real estate
• Undertake work on investment and development aspects, aligning them with institutional objectives and regional strategy development
• Provide input and comments on projects and papers related to sector operations and development across key themes and sectors
• Evaluate, structure, and negotiate investments with a strong focus on credit and asset quality, including processing mandates, conducting due diligence, negotiating term sheets and documentation, and coordinating syndications and Board approval
• Prepare daily liquidity reports on funds available in the company's accounts
• Manage treasury operations to ensure adequate funds for operating and investment activities
• Obtain high-quality investments with appropriate credit ratings and returns that align with the organization's short and long-term investment objectives
• Maintain adequate knowledge of company products to ensure liabilities are properly matched with assets
• Contribute to documentation of lessons learned from investment operations and emerging best practices in areas of expertise

Required Qualifications and Knowledge

• Knowledgeable with the company's internal investment policy and NAICOM's regulatory policy on investments
• Strong understanding of treasury management principles and practices
• Expertise in investment evaluation, structuring, and negotiation
• Knowledge of credit analysis and asset quality assessment