Key Responsibility Areas (KRAs) & Key Performance Indicators (KPIs) for Investment Actuary
1. Investment Strategy Development
KRA: Develop effective investment strategies to optimize returns and manage risk for clients.
Short Description: Strategic investment planning
- KPI 1: Average annual return on investment
- KPI 2: Risk-adjusted return on investment
- KPI 3: Asset allocation accuracy
- KPI 4: Client satisfaction with investment performance
2. Financial Modeling and Analysis
KRA: Conduct in-depth financial modeling and analysis to support investment decisions.
Short Description: Data-driven decision-making
- KPI 1: Accuracy of financial forecasts
- KPI 2: Timeliness of financial analysis reports
- KPI 3: Quality of investment risk assessments
- KPI 4: Utilization of advanced financial tools
3. Portfolio Performance Monitoring
KRA: Monitor and evaluate portfolio performance to ensure alignment with client objectives.
Short Description: Portfolio tracking and optimization
- KPI 1: Portfolio return compared to benchmark
- KPI 2: Portfolio turnover rate
- KPI 3: Diversification effectiveness
- KPI 4: Client retention rate based on portfolio performance
4. Regulatory Compliance
KRA: Ensure compliance with financial regulations and industry standards in investment practices.
Short Description: Regulatory adherence and risk mitigation
- KPI 1: Number of compliance violations
- KPI 2: Completion rate of mandatory regulatory training
- KPI 3: Accuracy of regulatory reporting
- KPI 4: Audit findings related to investment activities
5. Client Relationship Management
KRA: Build and maintain strong relationships with clients to understand their investment needs.
Short Description: Client engagement and satisfaction
- KPI 1: Client retention rate
- KPI 2: Number of client referrals
- KPI 3: Average client satisfaction score
- KPI 4: Timely resolution of client inquiries
6. Market Research and Trend Analysis
KRA: Stay updated on market trends and conduct research to identify investment opportunities.
Short Description: Market intelligence and trend spotting
- KPI 1: Accuracy of market trend predictions
- KPI 2: Timeliness of market research reports
- KPI 3: Utilization of market analysis tools
- KPI 4: Investment success based on trend analysis
7. Investment Risk Management
KRA: Identify and mitigate investment risks to protect client assets and minimize losses.
Short Description: Risk assessment and mitigation
- KPI 1: Risk-adjusted return on investment
- KPI 2: Number of risk incidents avoided
- KPI 3: Effectiveness of risk management strategies
- KPI 4: Client feedback on risk management practices
8. Performance Reporting and Communication
KRA: Prepare and deliver comprehensive performance reports to clients and stakeholders.
Short Description: Transparent reporting and communication
- KPI 1: Accuracy and completeness of performance reports
- KPI 2: Timeliness of report delivery
- KPI 3: Client feedback on report clarity
- KPI 4: Stakeholder satisfaction with communication practices
9. Continuous Professional Development
KRA: Stay informed about industry developments and enhance professional skills through training and certifications.
Short Description: Professional growth and knowledge enhancement
- KPI 1: Number of relevant training programs attended
- KPI 2: Acquisition of new certifications or qualifications
- KPI 3: Application of new skills in investment analysis
- KPI 4: Peer recognition for professional development efforts
10. Performance Evaluation and Goal Setting
KRA: Conduct regular performance evaluations and set achievable goals to enhance individual and team performance.
Short Description: Performance management and goal alignment
- KPI 1: Achievement of individual performance targets
- KPI 2: Team performance improvement based on goals set
- KPI 3: Employee satisfaction with performance feedback
- KPI 4: Alignment of individual goals with organizational objectives
