Insurance Products Investment Operations & Governance

Fidelidade - Companhia de Seguros, S.A.

Insurance Products Investment Operations & Governance | Fidelidade

Lisbon

WHAT IS THE CHALLENGE?

The Senior Middle Office is responsible for overseeing operations, governance, legal documentation, regulatory compliance, and data quality across insurance products and financial markets supporting activities. The role acts as a key liaison with Legal, Compliance, Risk, Audit, and external Stakeholders, ensuring operational integrity, regulatory adherence, accurate reporting, and effective risk management.

• Coordinate with Legal on Investment Funds documentation new contracts & updates, contract amendments, and renewals;
• Coordinate and support the opening of client and counterparty accounts across custodians, brokers, and financial institutions;
• Assist with the preparation, review, negotiation, execution, and maintenance of OTC derivatives documentation, including ISDA Master Agreements, Credit Support Annexes (CSAs), confirmations, and related legal documentation;
• Support the negotiation and lifecycle management of Limited Partnership Agreements (LPAs) and other investment-related legal documentation;
• Manage and maintain client regulatory documentation, including MiFID/MiFID II classifications, appropriateness and suitability documentation, LEIs, FATCA/CRS forms, KYC, AML, and other regulatory requirements;
• Ensure all legal and regulatory documentation is complete, accurate, and up to date within internal systems;
• Maintain document repositories and support audit, compliance, and regulatory requests.

IF YOU ARE SOMEONE WHO...

• Bachelor's degree in Finance, Economics, Business Administration, Accounting, Law studies or a related field;
• Minimum 7–10 years of experience in Investment Operations, Middle Office, Asset Management, Insurance Investments, Custody, or Fund Administration;
• Solid knowledge of insurance investment products (Unit-Linked, Capitalization Products, Pension Funds and PPRs) and investment funds (UCITS and Alternative Investment Funds);
• Experience working within a regulated financial services environment;
• Knowledge of investment governance, regulatory reporting, and internal control frameworks;
• Ability to identify operational risks and implement effective controls;
• Proficiency in Microsoft Excel and other Microsoft Office applications;
• Experience with investment management, accounting, or portfolio management systems;
• Experience with regulatory reporting and data management tools.

SO YOU ARE THE ONE WE ARE LOOKING FOR!

Send us your CV.

WHAT CAN YOU EXPECT FROM US?

Collaborate with a team that cares about you and wants you to succeed, offering opportunities to grow, innovate, and excel, fostering a unique sense of belonging. Work in a Group that promotes your well-being, so 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, that 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.