Talent.com
This job offer is not available in your country.
Senior Research Specialist

Senior Research Specialist

LorienBucharest
7 days ago
Job description

The Role

This is a Senior role in the team and as the subject matter expert, you will be responsible for investment manager research, selection and investment performance oversight as well as delivery of investment projects with key financial objectives in the Policyholder Investment Office.

Key Responsibilities

Managing Internal and External Stakeholders

  • Assist Head of Manager Research and Selection in liaising with external investment management partners in implementing the policyholder investment strategy
  • Foster and nurture existing Asset Management Partnerships
  • Working with the Sustainability team, developing and evolving our framework and coordinating with our Asset Managers to embed sustainability requirements into mandates
  • Working with wider Policyholder Investment Office sub-teams such as the Portfolio Management Team, Investment Strategy, Investment Solutions team and Phoenix Unit Trust Managers (PUTM) to maintain manager adherence to investment management agreements
  • Working with the operational due diligence, Asset Management Operations, Compliance and Line 2, as required

Manager Selection Research and Review Process

  • Working with and supporting Portfolio Managers and the Portfolio Management in delivering financial risk return objectives for the policyholder portfolio
  • Document existing selection and oversight frameworks and improve processes and controls to ensure robustness in the Target Operating Model of the team; bring in industry best practice and knowledge for enhancing frameworks and processes
  • Engaging with existing Asset Management partners to build strong relationships, to support delivery of investment strategy and reporting of investment performance, as well as adherence to operational requirements
  • Leading Manager Investment performance quarterly and annual reviews, both from a sustainability perspective but also from a broader oversight perspective.
  • Ensuring the assessment and write up of these meetings is completed in line with the required schedules and compliance requirements
  • Contributing to the manager selection process as it relates to investment and sustainability aspects, and more broadly as specific RFP requires
  • Compiling and coordinating updates on asset management partners to local, enterprise and board governance
  • Leading and Managing Key Projects by interfacing with stakeholders outside of the Policyholder Investment Office, as it relates to Investment Managers, including those within Pensions & Savings, Finance, Compliance, Investment Operations, Risk and Audit as part of the review, search and selection processes
  • What we're looking for :

    Minimum Requirements (Essential)

    Experience

  • Significant industry experience(7-10 years), ability to operate autonomously
  • Understanding of the insurance market, complexities of new asset classes and sustainability
  • Demonstrated experience and understanding of how to manage complex relationships across multiple external stakeholder groups, as well as internal stakeholders; Actuarial, Finance, Operations and Risk.
  • Knowledge and experience across investment markets, investment strategy and portfolio management and performance measurement, across multiple asset classes with a focus on equities
  • Broad understanding of legal, tax and regulatory environment, as it applies to Asset Management
  • Qualifications

  • CFA / MBA (desirable, but not essential)
  • Personal Attributes

  • Acts on own initiative, with strong sense of ownership, contributes new ideas, able to make logical decisions and formulate judgements
  • Ability to communicate effectively, build key relationships and influence internal and external stakeholders
  • Proactively keeps abreast with market trends to develop holistic financial thinking
  • Strong relation management skills
  • We want to hire the whole version of you.

    We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we've advertised and you believe that you can bring value to the role, we'd love to hear from you.

    If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

    Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.

    Create a job alert for this search

    Senior Specialist • Bucharest

    Related jobs
    Quantitative Research Specialist

    Quantitative Research Specialist

    NielsenIQBucharest, Bucharest, RO
    We are expanding our ADHOC research department and are looking for people who are curious about the world, people, and consumer trends. Responsibilities for this position : .Delivering projects with e...Show moreLast updated: 13 days ago
    Senior Infrastructure Specialist

    Senior Infrastructure Specialist

    TemenosBucharest, RO
    We are looking for a highly skilled and user-centric Senior Modern Workplace Engineer to join our team responsible for the design, deployment, and continuous improvement of our digital employee exp...Show moreLast updated: 17 days ago
    Senior Risk Specialist

    Senior Risk Specialist

    SAPBucharest, RO
    Employment Type : Regular Full Time.Hiring Manager : Viktoria Merz .As one of the integral elements of SAP's corporate governance & compliance framework, Global Risk & Assurance Services (GR&AS) is m...Show moreLast updated: 30+ days ago
    Senior Payroll Specialist

    Senior Payroll Specialist

    StefaniniBucharest, Romania
    Responsible for the monthly payroll calculation, ensuring compliance with local labor / fiscal law and maintain the relationship with the external Payroll provider. .Responsible to collect / prepare all...Show moreLast updated: 30+ days ago
    Senior System and Networks Specialist

    Senior System and Networks Specialist

    Sales ConsultingBucurești, București, RO
    Quick Apply
    Since 1998, we've been active in the Human Resources consulting market, providing regional coverage across four key areas of expertise : recruitment and selection, personnel leasing, assessment cent...Show moreLast updated: 30+ days ago
    Senior QA Specialist

    Senior QA Specialist

    Teva PharmaceuticalsBucharest, Romania
    Sindan, part of Teva Group, is a pharmaceutical company dedicated to oncology treatments, founded in 1991, within the structure of the Research Department of the Bucharest Oncology Institute.In 200...Show moreLast updated: 30+ days ago
    Senior Sourcing Specialist

    Senior Sourcing Specialist

    HoneywellBucharest, BUCURESTI, Romania
    As a Senior Sourcing Specialist at Honeywell, you will be responsible for Fleet category strategy, execution, and results to optimize total cost of ownership across all Strategic Business Groups (S...Show moreLast updated: 30+ days ago
    Supplier Security Senior Specialist

    Supplier Security Senior Specialist

    VodafoneBucuresti, Romania
    The role holder will be responsible for : .Developing frameworks, processes and tools to manage supplier security risks.Building and maintaining relationships with internal stakeholders such as Legal...Show moreLast updated: 17 days ago
    Post Market Surveillance Senior Specialist

    Post Market Surveillance Senior Specialist

    Stryker Romania SrlBucharest, Romania
    Post Market Surveillance Senior Specialist.BS in Engineering, Science, or related degree; or MS in Regulatory Science.Experience in a highly regulated industry (Medical or Pharma).Knowledge ofMedic...Show moreLast updated: 17 days ago
    Senior Marketing Campaign Specialist

    Senior Marketing Campaign Specialist

    VerifoneBucharest
    For more than 40 years Verifone has established a remarkable record of leadership in the electronic payment technology industry. Verifone has one of the leading electronic payment solutions brands a...Show moreLast updated: 30+ days ago
    Senior Regulatory Affairs Specialist

    Senior Regulatory Affairs Specialist

    Zentiva Group, a.s.Bucharest, Romania
    As the Senior Regulatory Affairs Specialist, you will be responsible for the preparation, submission, and maintenance of regulatory documentation in compliance with applicable legislation.You will ...Show moreLast updated: 18 days ago
    Senior Security Specialist

    Senior Security Specialist

    Deutsche BankBucharest
    The Accounting Tribe Domain (AccTD) is looking for a Risk and Control(R&C) Senior Security Specialist, a role which provides oversight and impact over a domain operating ~70 IT applications, with e...Show moreLast updated: 12 days ago
    Senior Tax Specialist

    Senior Tax Specialist

    METRO LOGISTICSBucurești, București, RO
    HoReCa), and independent traders.In 2025, we were awarded the Top Employer Romania and Europe certification for the fifth consecutive year. This certification places us among the top employers local...Show moreLast updated: 17 days ago
    Senior Disputes & Platforms Specialist

    Senior Disputes & Platforms Specialist

    UiPathBucharest, Romania, RO
    The people at UiPath believe in the transformative power of automation to change how the world works.We’re committed to creating category-leading enterprise software that unleashes that power.To ma...Show moreLast updated: 30+ days ago
    Team Lead - Senior Tax Specialist

    Team Lead - Senior Tax Specialist

    Siemens EnergyBucuresti, Bucharest
    Team Lead - Senior Tax Specialist.Romania Bucuresti Bucharest Remote vs.Office Hybrid (Remote / Office) Company Siemens Energy Organization SE CFO Business Unit Taxes & Customs Full / Part time Full-...Show moreLast updated: 11 days ago
    • New!
    Senior Rewards Specialist

    Senior Rewards Specialist

    Coca-Cola Hellenic Bottling CompanyBucuresti, Romania
    Romania (Bucuresti) Romania (Bucuresti) Human Resources Hybrid Experienced Professionals.Team : People & Culture – Rewards Team. You'll grow with us - on a grand scale, with impact beyond your imagin...Show moreLast updated: 15 hours ago
    Senior Reconciliation Specialist with German

    Senior Reconciliation Specialist with German

    WorldlineBucuresti, București, Romania
    Worldline helps businesses of all shapes and sizes to accelerate their growth journey - quickly, simply, and securely.We are the innovators at the heart of the payments technology industry, shaping...Show moreLast updated: 30+ days ago
    Senior Clinical Research Associate FSP Romania

    Senior Clinical Research Associate FSP Romania

    IQVIABucuresti, Romania
    IQVIA Romania is looking for talented and motivated team member to join our Sponsor dedicated team as junior CRA.At this position you will have the opportunity to put your passions to work in an en...Show moreLast updated: 13 days ago
    • Promoted
    Senior AV Specialist

    Senior AV Specialist

    David Kennedy RecruitmentBucharest, Bucharest, Romania
    David Kennedy Recruitment is working with a leading B2B solution provider who are looking to recruit a Senior AV Specialist for their Gaming studios in Bucharest, Romania.Position : Senior AV Speci...Show moreLast updated: 30+ days ago
    Senior Lead, Data Resilence Specialist

    Senior Lead, Data Resilence Specialist

    ESTÉE LAUDER CompaniesBucharest, Bucuresti, Romania
    The Estée Lauder Companies is the global leader in prestige beauty — delighting consumers with transformative products and experiences, inspiring them to express their individual beauty.We are the ...Show moreLast updated: 30+ days ago