Investors Relation & Performance Management Officer at AXA Mansard

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.