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Capital Planning Expert | Fidelidade

On-site in Portugal·Added 3 months ago (last checked 20 Oct)

Fidelidade

28 open roles

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Our summary

Work mode: On-site, Portugal
Experience: 5+ years

Skills

Nice to have

Asset Management

This job advert was originally written in Portuguese.

Requirements

What we're looking for

5-8 years of relevant experience in Corporate Finance, M&A, Financial Planning, and Risk Management;
Robust past experience in financial modeling/ forecasting;
Ability to support business decision-making and associated capital actions;
Solid track-record of working with multidisciplinary teams and good communication skills;
Exposure to the Insurance sector, asset management, or Banking considered an asset;
Knowledge of capital risk concepts and solid financial modeling skills;
Solid understanding of capital requirements according to the Solvency II prudential regime, risk management, and IFRS 17;
Excellent analytical skills, with the aptitude to explain decisions to top management;
Strong problem-solving skills, decomposing complex issues, identifying root causes, and developing effective solutions;
Fluency in English.

The role

Fidelidade - Companhia de Seguros, S.A.

So that life doesn't stop

Fidelidade is the market leader in life and non-life insurance in Portugal. Since 1808, Fidelidade has been protecting the future of families, companies, and Portugal.
Aspiring to provide true protection for people through constant monitoring, personalized advice, and care during the most difficult moments, it develops innovative products suited to the real needs of families and companies, and seeks the constant improvement of the services provided. More than just responding efficiently, it strives to excel daily to better serve the more than 2 million clients who trust in it. It has the largest commercial network in the country and is already present in countries such as Spain, France, Cape Verde, Angola, Mozambique, and Macau. Belonging to FOSUN International Limited has broadened growth horizons and brought a unique opportunity to reinvent insurance in Portugal and take its mission further.

What you'll do

Develop and update the Fidelidade Group Business Plans, in alignment with the Group's strategy and growth ambition;
Prepare financial, capital, and solvency projections, continuously monitoring capital adequacy;
Develop and manage short, medium, and long-term Capital Plans, also supporting subsidiaries in their implementation;
Coordinate the execution of the ORSA exercise, in coordination with the Risk Management teams, assessing future solvency needs under different scenarios;
Support capital structuring and financing operations, including subordinated debt issuances and equity reinforcement initiatives;
Participate in Capital Productivity projects, promoting profitability optimization and efficient capital utilization;
Develop and implement capital allocation methodologies between business units, ensuring alignment with the Group's strategic priorities;
Identify, propose, and monitor capital optimization initiatives;
Contribute to the evolution of the Group's capital management policies, frameworks, and models;
Monitor relevant indicators for the maintenance and evolution of the credit rating;
Define and monitor contingency plans for adverse scenarios and financial stress situations.

IF YOU ARE SOMEONE WHO HAS...

Lisbon

Do you want to be part of the best insurance company to work for in Portugal, according to the Great Place to Work® ranking?

Fidelidade intends to strengthen its Capital & Planning team with a professional responsible for the planning and optimization of the group's capital, including business plane forecasting, ensuring capital adequacy, supporting strategic decision-making and regulatory compliance

THEN YOU ARE THE ONE WE ARE LOOKING FOR!

THEN YOU ARE WHO WE ARE LOOKING FOR!
Send us your CV.

WHAT CAN YOU EXPECT FROM US?

WHAT CAN YOU EXPECT FROM US?
Collaborate with a team that cares about you and wants you to succeed, with opportunities to grow, innovate, and excel. Work in a Group that promotes your well-being, so that you can be and give your best, in a place where you feel good and want to be. A Group committed to Diversity, Equity, and Inclusion, which welcomes and respects differences, because it recognizes that only a diverse and inclusive environment creates the conditions for us to be prepared for a constantly changing world.