Line Manager Operations
Current
Dec 2023 - Present
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Ismael Martin Email & Phone Number
Line Manager Operations @ Helvetia Asset Management
at
Helvetia Group
LinkedIn matched
✓ Verified Jul 2026
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Profile completeness 86%
Current company
Role
Line Manager Operations @ Helvetia Asset Management
Location
Madrid, Community of Madrid, Spain
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Who is Ismael Martin? Overview
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Ismael Martin is listed as Line Manager Operations @ Helvetia Asset Management at Helvetia Group, a with 23 employees, based in Madrid, Community of Madrid, Spain. AeroLeads shows a matched LinkedIn profile for Ismael Martin.
Ismael Martin previously worked as Line Manager Operations at Helvetia Group and Senior Financial Risk Manager at Seguros Rga. Ismael Martin holds Executive Master'S Degree, Risk Management In Insurance, Seguros from Afi Analistas Financieros Internacionales - School Of Finance.
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Helvetia Group
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Profile bio
About Ismael Martin
Responsible for financial risk management of a major insurance company and passionate about the world of finance.I am currently a Senior Financial Risk Manager at Seguros RGA, managing a team of four people. One of my main strengths is that I have developed different positions of responsibility in the main financial areas of several insurance companies and banks. My experience in the Front, Middle and Back Office areas, as well as in the Accounting and Risk Control departments, allow me to have an overview of the main objectives, limitations, risks, procedures and legal regulations integrated in any financial department of any credit institution or insurance company (although this is also applicable to other types of companies).Throughout my professional career, along with my colleagues, I have achieved some goals of which I am particularly proud.As the person in charge of financial risk management at Seguros RGA, I am proud of having automated the investment compliance & limits monitoring processes and also of having worked in the investment limits setting and updating procedures. Among other important achievements, I would also highlight the management and automation of the group's reporting exercise to the Spanish regulator (DGS) regarding the Quantitative Reporting Templates (QRTs), as well as the Regular Supervisory Report (RSR), the Solvency and Financial Condition Report (SFCR) and the Own Risk & Solvency Assessment (ORSA). I am also responsible for the calculation of the Solvency Capital Requirement and the Solvency Ratio included in all these reports and I have developed multiple improvements in the calculation procedures, with a special emphasis being placed on the implementation of the look-through approach based on Bloomberg's data.At the Insurance Joint Venture between CNP Partners and Barclays, in just seven months, we managed the internalization of a new back office department in the company. As the responsible for the Financial Control of the investments of the company, I also developed tasks related to accounting, in particular the monthly accounting close, internal accounting controls and the individual and consolidated annual financial statement preparation process. During my final stage in this company as a Wealth Manager, it was a very important milestone in my career the direct responsibility of the management of a balance of over 2,8 € billion divided into many insurance products, pension funds and own resources of the company.
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Ismael Martin's current company
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7 roles
Ismael Martin work experience
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Senior Financial Risk Manager
• Analysis and verification of the suitability and adequacy of the financial assets used to cover the liabilities of the insurance products.• Measurement of market, counterparty and liquidity risks of assets and portfolios.• Developing stress and back tests for the managed assets.• Valuation of illiquid assets, sophisticated derivatives and complex structures.• Compliance control (both legal and internal) regarding financial investments.• Identification and detection of weaknesses and proposition of measures that would lead to an effective improvement in the control of financial risks.• Implementation of financial risk control methodologies and supervision of their compliance.• Market SCR (Solvency Capital Requirement) calculation.• Development of Risk and Regulatory Compliance KPIs (Key Performance Indicators) directly reported to the different Committees, General Management and the Board of Directors.
Aug 2016 - Nov 2023
Investment Manager & Front Office
•Stock picking, searching and choosing investment opportunities.•Analyzing and managing the fixed income assets, derivative instruments and investment funds allocated to our insurance portfolios and pension funds.•Making decisions about the asset allocation for our financial products.•Trading of fixed income assets and investment funds.•Portfolio hedging with derivative instruments and foreign currencies.•Making management and financial market periodic reports.•Defining, drafting and updating investment policies for the Company and for several pension funds.
Feb 2015 - Jul 2016
Financial Controller & Middle Office
•Analyzing the new investments made by the Front Office.•Monitoring the compliance with our investment policy.•Providing information to both external auditors and several company executives.•Developing technical documentation for the board of directors.•Valuation of financial instruments: Fixed income assets and derivative instruments.•Controlling the financial accounting and the balance sheet. Making the accounting closing and solving different accounting problems.•Financial reporting to government agencies like the DGS (Dirección General de Seguros) or the BdE (Banco de España). Specialization in reports related to Solvency II new regulation like the QRTs (Quatitative Reporting Templates), the SCRs (Solvency Capital Requirement) and the ORSA (Own Risk and Solvency Assessment).•Asset allocation for several products marketed by the Company.•Providing support in the CFM (Cash Flow Matching) and ALM (Asset Liability Management) exercises.
Jul 2012 - Feb 2015
Finance Back Office Manager
•Monitoring the trades carried out by the Front Office department.•Conducting daily operations of buying and selling financial assets (Supporting the Front Office department).•Settlement of securities transactions.•Direct communication with the counterparties of our trading operations in order to solve settlement or placement problems.•Treasury management and control.•Reconciling the worth value of the investment funds we held in our portfolios.•Calculating the Net Asset Value (NAV) of our pension funds and unit linked products.•Investment reporting (Credit risk, limit controls, etc).•Other administrative tasks related to the management of insurances and pension funds.
Jan 2012 - Jul 2012
Finance Middle Office (Invesment Funds Portfolio Management)
•Operational management of our portfolios (Registrations, contributions, retirements, reimbursements, transfers, etc).•Calculating the profitability of the managed portfolios.•Drawing technical documentation related to the managed portfolios and the investment funds they comprise for both, the portfolio manager and the customers.•Developing technical documentation for the annual audit.•Web publications related to the portfolio management.•Preparing Power Point presentations used for the investment committee and multi-conferences with the commercial network.
Jul 2010 - Jul 2011
Collection Management
World Courier De España S.A.
•Collection Management.•Claiming for unpaid debts.•Reporting of results.•Billing services.•Developing databases with personal and contact details of the customers.
May 2010 - Jul 2010
4 education records
Ismael Martin education
Executive Master'S Degree, Risk Management In Insurance, Seguros
Afi Analistas Financieros Internacionales - School Of Finance
Master'S Degree, Stock Exchanges And Financial Markets, Finances, General
Bachelor'S Degree, Business Administration And Management
Master'S Degree, Emotional Intelligence, Emotional Intelligence & Psichology
FAQ
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What company does Ismael Martin work for?
Ismael Martin works for Helvetia Group.
What is Ismael Martin's role at Helvetia Group?
Ismael Martin is listed as Line Manager Operations @ Helvetia Asset Management at Helvetia Group.
Where is Ismael Martin based?
Ismael Martin is based in Madrid, Community of Madrid, Spain while working with Helvetia Group.
What companies has Ismael Martin worked for?
Ismael Martin has worked for Helvetia Group, Seguros Rga, Cnp Partners, Cnp Barclays Vida Y Pensiones, and Santander Private Banking España.
How can I contact Ismael Martin?
You can use AeroLeads to view verified contact signals for Ismael Martin at Helvetia Group, including work email, phone, and LinkedIn data when available.
What schools did Ismael Martin attend?
Ismael Martin holds Executive Master'S Degree, Risk Management In Insurance, Seguros from Afi Analistas Financieros Internacionales - School Of Finance.
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