Managing Director Portfolio Management
London/Bermuda
Responsible for the surveillance and investment performance of $14bn in fixed income assets held in 7 currencies by 57 portfolios across 12 XL legal entities. Specialist for global interest rate strategy and forecasting. Management of sovereign risk and inflation protected investments. Collateral and liquidity management within the investment portfolios across the group. Third party manager searches, due diligence and selection. Led multiple searches including US, Euro, GBP, CAD, CHF, AUD, ZAR and BRL fixed income, USD and Euro inflation protected securities, Euro credit specialists and equity mandates. Legal entity client servicing across a number of European entities, including regulatory reporting input, external and internal Board presentations, Insurance client relationship management briefings regarding investment strategy and positioning, ICA annual risk assessment participation and general client support.Investment representative in corporate initiatives and projects including Brazilian insurance JV, establishment of reinsurance company in Ireland, investment manager search for new annuity insurance team, due diligence on potential acquisition candidates, collateral management, liquidity management and simplification. Reporting to Executive Vice President, Investments.Trustee Director - Brockbank Pension Plan