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Key Relationships: Wider finance team, actuarial/capital modelling team, company secretarial, outsource service providers, external auditors, senior management, internal and outsourced investment providers, banks, rating agencies, members agents.
Job Summary: Responsible for managing certain group finance activities with a focus on treasury, capital management, investment operations, strategic tax initiatives, providing finance input on corporate projects and providing other ad hoc support to the Group Finance Director and the Head of Global Finance.
Manage the day to day treasury policies, processes and procedures to ensure liquidity is maintained and controls are properly defined and executed.
Monitor and maintain FX exposures in net assets working with the investment function to execute trades to manage the exposures and the reporting teams to ensure appropriate accounting for the trades.
Oversight of banking administration, setting up new accounts, new users, etc.
Develop close relationships with the group's banks to ensure effective delivery of commercial banking services.
Group and Syndicate Capital Management
◦Analysis and reporting of the group capital position summarising the status and forecasts as inputs into the CFO board reports to the Beazley Plc board. ◦Manage the maintenance of the debt programmes with external advisors and banks and support new capital raising initiatives when Beazley group is required to raise capital. ◦Undertake the coming into line process and oversee the FAL funding. ◦Work with the company secretarial team on the dividend policy and the funding of the staff share schemes. ◦Liaise with rating agencies to maintain the corporate ratings. ◦Manage communications with members' agents to deliver the appropriate level of information and support the relationship to help maintain the provision of third party capital to relevant managed syndicates.
Investment Operations ◦Manage the investment accounting activities and the preparation of investment disclosures for statutory and regulatory reporting. ◦Oversight of the Back Office function and outsourced Middle Office function of the group's investment management activities. ◦Oversee the interaction between finance and the investment function.
Group activities ◦Support the Group Finance Director and the Head of Global Finance with the preparation of papers for board meetings and audit committees. ◦Managing a team of three; coordination of team resources, allocation of tasks, reviewing work performed by others and the development, motivation, training and mentoring of staff. ◦Participate in Corporate Projects as required. ◦Provide advice to the finance team on Lloyd's operational requirements. ◦Support the finance team's SII reporting requirements. ◦Assess accounting issues arising from business planning initiatives.
Tax Planning and Strategy ◦Work with the group tax resources and external tax advisors to manage tax issues arising from the group structure. ◦Support the Head of Global Finance and Group Tax Manager on tax planning initiatives.
At Beazley we are committed to doing the right thing because it is the right thing to do. It is important that within all your interactions both internally and externally you adhere to this principle through adoption of Beazley's core values and behaviours – PIED and Being Beazley.
Adopt the Beazley culture of Professionalism, Integrity, Effectiveness and Dynamic that contributes to an internal environment of teamwork and promote a positive brand image and experience to our external customers.
Comply with Beazley procedures, policies and regulations including the code of conduct. Undertake training on Beazley policies and procedures as delivered by your line manager, the Talent Management development or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system.
Display business ethics that uphold the interests of all our customers.
Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs.
Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Talent Management or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley's underwriting control standards, Beazley's claims control standards, other Beazley standards and customer relationship management.
Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups.
Personal Specification: Education and Qualifications
University degree in any discipline
Professional accountancy qualification, preference for ACA
Skills and Abilities
Highly technical in accountancy skills, especially UK GAAP and IFRS
General commercial and financial knowledge
Insurance knowledge preferable including solvency II
Strong analytical skills with attention to detail
Able to communicate effectively with others, both verbally and in writing
Able to work on own initiative
The ability to manage time, meet deadlines and prioritise
Familiarity with working with a general ledger application
Knowledge and Experience
Proven post qualification experience, ideally gained within the Insurance sector
Proven experience managing a team
Proven experience of working on tax issues
Experience of designing processes and managing controls
Aptitude and Disposition
Outcome focussed, self-motivated, flexible and enthusiastic
Professional approach to successfully interact with senior management/ colleagues/external suppliers