CIO of Insurance Fund Offering

PG3 AG is the family office of the Partners Group founders and was established in 2013. As a FINMA regulated asset manager, we manage a range of niche investment strategies for our founders and investors.

We are further expanding our team and are looking for a CIO of Insurance Fund Offering working in our offices in Baar.

Duties

• Define and evolve Insurance Finance business strategy of PG3 through time;
• Build brand recognition of PG3 in the insurance investment space as a credible counterpart to insurance companies and to potential fund investors;
• Build relationships with potential co-investors in the business;
• Lead the sourcing, analysis, due-diligence, structuring, underwriting and execution of deals in the insurance space for the fund;
• Build and lead a team to manage the insurance fund business;
• As part of the above, lead the preparation of the relevant materials summarizing the investment as required by the PG3 investment committee;
• Coordinate, lead and manage all 3rd party advisor discussions & workstreams in relation to life run-off investments where required;
• Lead the monitoring and management of existing investments including providing quarterly updates (or as required) to senior management and investors as required by PG3 (including NAV calculations where appropriate);
• Create and establish best practice frameworks / procedures to be followed by all employees of the fund in relation to deal execution and investment monitoring;
• Manage investor relations and assist on fund raising processes as required by PG3;
• Participate as part of the investment committee on investment decisions;
• Preparing, attending and following-up at all meetings of the PG3 Insurance Finance related governance process including the Specialist Investment Committee and the Global Investment Committee; and
• Identification and interaction with all Insurance Finance Fund independent board members;
• Develop and maintain relationships with senior stakeholders in the Global insurance finance market including potential transaction counterparties advisors and regulators.

Qualifications

The successful candidate will have:

• Master's degree of an accredited university or university of applied science in the area of economy, finance, business administration, or similar field;
• At least ten (10) years of relevant working experience in a bank, financial institution or consultancy on investment and respective professional experience in investment management, with an exposure on alternative investment assets;
• Experience of insurance M&A, capital management in Europe;
• Proven experience working in the insurance investment area is highly desired;
• At least eight (8) years of leadership experience, preferably in an international environment in the relevant sector (investment, insurance);
• Proven ability to analyze complex financial data and translate findings into actionable insights;
• Advanced Excel skills for complex financial modeling;
• Technical understanding of European insurance regulation;
• Technical understanding of transaction risks and counterparty motivations;
• Ability to source and structure complex Insurance M&A;
• Proven track record of fundraising; and
• Fluent oral and written English skills.

If you are interested in being part of PG3 AG, please send your complete application to Mr. Stephen Booysen (COO): Hr@pg3core.ch