Investment Officer
- Finance
- Full time
- Trinidad and Tobago
- 4 hour(s) ago
Job Overview
Date Posted:
Posted 4 hour(s) agoExperience:
2 yearsSalary:
UndisclosedLocation:
Port-Of-Spain or NewtownExpiration date:
06/02/2026Job Description
Are you a results-driven professional with strong analytical skills and a keen eye for identifying investment opportunities? We are seeking an Investment Officer to support the evaluation, execution, and monitoring of investments, ensuring sound financial decision-making and alignment with strategic objectives.
JOB OVERVIEW:
The Investment Officer - Investment Administration /Mortgage Administration supports the Team Leader by performing all operational duties and tasks required in investment administration.
JOB RESPONSIBILITIES:
1. Administer the investment portfolio for Guardian Life of the Caribbean Limited.
• Monitor all bank accounts daily.
• Prepare net asset value (NAV) calculations.
• Prepare all pricing sheets and price analysis sheets for upload onto the investment software.
• Perform all administrative duties involved in the buying and selling of securities for all portfolios under management.
• Arrange for the collection and recording of all Income/Dividend payments due for all portfolios under management.
• Reconcile the investment software and company ledgers monthly.
2. Prepare reports required for Financial and Regulatory purposes on the investment portfolio.
• Prepare all investment reports required for the completion of financial statements.
• Prepare all regulatory reports.
• Prepare summary reports and other analytical reports.
• Prepare all audit reports required by both internal and external auditors.
• Prepare analytical reports required for supporting AM Best ratings for the life insurance companies.
• Provide any ad-hoc analysis required to assist management in the administration of the portfolio.
Mortgage Administration
3. Administer the Mortgage Portfolio of Guardian Life of the Caribbean Limited.
• Underwriting mortgage applications
• Monitor and engage in the recovery of funds from delinquent mortgagors.
• Ensure all properties are covered under home-owners insurance.
• Prepare Receivership Documents
• Reconcile the company ledgers monthly.
• Provide any ad-hoc analysis required to assist management in the administration of the portfolio.
4. Perform any other job-related duties as assigned by the Team Leader.
EDUCATION & EXPERIENCE:
• Bachelor Degree in Finance, Accounting, Economics, Banking, Management or a related field a First Degree from a recognized tertiary educational institution
• 5 CXC/CSEC – including Mathematics, English Language and Accounts
• 2 A’ Level/Cape Passes
• CAT/ACCA level 1 or pursuing same
• At least Two (2) years’ experience in a Financial Services environment with at least two (2) years’ experience in analysis or financial and statistical modelling or process improvement.
ADDITIONAL REQUIREMENT:
As a regulated entity with obligations under the Know Your Employee guidelines, a Certificate of Character is required.
PERSON SPECIFICATION:
The Investment Officer must be organized, methodical, articulate, and self-confident. The individual must possess the ability to effectively manage time and meet deadlines in a fast-paced dynamic environment. He/She must be self-driven and must be able to deliver high quality work with minimum supervision while displaying strong work ethics. The ideal candidate must welcome new challenges and be able to adapt to a changing environment.
Applications will be treated with the utmost confidentiality.
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