Description

• 10+ years work experience in the insurance sector through various roles in Investment Management and Finance

• Experience in different financial and regulatory frameworks (e.g. CHGAAP, IFRS, FINMA Tied Assets, SST, Solvency II)

• Experience in both carrier-level and headquarters-level priorities and challenges

• Chartered Financial Analyst® charterholder and member of the Swiss CFA Society

• Postgraduate economist with corporate master’s degree in insurance management

• Python and AI savvy

Languages

English
Native or bilingual
Greek
Fluent
French
Native or bilingual
German
Native or bilingual

Workplace preferences

Can work on-site

Zurich (up to 50km)

Protoporos GmbH
Managing Director
August 2025 - Today (10 months)
Oberwil-Lieli, AG, Switzerland
Through Protoporos GmbH I cater to insurers' investment functions through:
◦ Consulting services
◦ Project management
◦ Interim / temp missions
◦ Tools and solutions development
◦ Technical trainings
Project Management Administrative and Financial Manager Bloomberg Microsoft Excel Python
Generali Switzerland
Senior SAA & ALM Expert
June 2021 - August 2025 (4 years and 2 months)
8134 Adliswil, Switzerland
• SAA & ALM │ Development of analyses, recommendations, management presentations for Generali Switzerland insurance carriers (ca. 17bn CHF AuM, from two Life and two P&C carriers)
• Restructuring of UL Funds │ SAA, ALM and investment quant services in the overhaul of a multi bn CHF UL with guarantees run-off book, moving from a Volatility Control to a Target Date Funds approach
• Continued contribution to investment planning software project │ Defining valuation models, SAA module specifications, carrying out UAT, serving as quant expert for the client
Generali Switzerland
Investment Controlling Expert
January 2020 - June 2021 (1 year and 5 months)
8134 Adliswil, Switzerland
• Investment analysis, reporting and strategic planning │ Investment result monitoring and reporting, economic and financial planning and stressing of financial instruments including various derivatives
• Procurement of investment planning software │ Requirements specification, vendor discussions, shortlisting, committee presentations, implementation