Simon Freeman Email and Phone Number
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Simon Freeman personal email
Chartered Management Accountant with over 17 years of experience in financial services, specialising in investment management. Currently a Pensions Finance & Investment Manager at Zurich, driving strategic asset allocation, responsible investment, and financial oversight for UK pension schemes.
Zurich Insurance Company Ltd
View- Website:
- zurich.com
- Employees:
- 31631
-
Pensions Finance & Investment ManagerZurich Insurance Company Ltd Dec 2017 - PresentGloucester/Swindon, United Kingdom• Investment oversight of pension scheme assets for 2 different Trustee boards• Development of investment strategy for 2 pension schemes • Execution of investment strategy changes• Management of relationships with the schemes' advisers, this includes the scheme actuaries, legal advisers, investment advisers, investment managers and auditors• Oversight of the pension schemes’ annual financial statements including the management of the external audits. • Management of key Trustee investment governance documentation• Management of the Trustee’s budget setting and analysis -
Fund Reporting And Factsheet ManagerZurich Insurance Company Ltd Sep 2016 - Dec 2017• Management and execution of Zurich Corporate Savings quarterly client reporting and factsheets across the entire Zurich insured fund range• Provision of fund performance analysis for investment governance fora• Lead contact for the team to consult on the project to outsource the Unit Pricing team to State Street -
Fund Governance ConsultantZurich Insurance Company Ltd Mar 2012 - Sep 2016• Governance of Zurich Life & Pensions funds, including collating and presenting key governance MI to various fora• Management of the Zurich Corporate Savings client reporting process• Key Finance controller for the Unitised Fixed Rate Bond proposition -
Investment AccountantZurich Insurance Company Ltd Sep 2010 - Mar 2012 -
Investment Reporting AnalystZurich Insurance Company Ltd Jul 2007 - Sep 2010
Simon Freeman Skills
Simon Freeman Education Details
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The Chartered Institute Of Management AccountantsAssociate -
Business Studies
Frequently Asked Questions about Simon Freeman
What company does Simon Freeman work for?
Simon Freeman works for Zurich Insurance Company Ltd
What is Simon Freeman's role at the current company?
Simon Freeman's current role is Pensions Finance & Investment Manager at Zurich Insurance Company Ltd.
What is Simon Freeman's email address?
Simon Freeman's email address is si****@****ich.com
What schools did Simon Freeman attend?
Simon Freeman attended The Chartered Institute Of Management Accountants, Cardiff Metropolitan University.
What skills is Simon Freeman known for?
Simon Freeman has skills like Investments, Governance, Pensions, Financial Services, Lean Management, Accounting, Financial Analysis, Relationship Management, Fund Performance.
Who are Simon Freeman's colleagues?
Simon Freeman's colleagues are Adrián Firpo, Cornelia Kaya, Josep Pujol Samper, Natalie Hauri, Melissa Casarano, Victor G. Tandazo Albán, Rui Lopes.
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Simon Freeman
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Simon Freeman
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Simon Freeman
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