James Levy Email Address

Chief Accountant

A Managing Digital Agent (MDA) in partnership with @AIGinsurance, specialising in High Net Worth #insurance for brokers and their clients #Insurtech #technology

James has a wealth of experience in investment management and investment administration having recently become a member of the Association of Certified Chartered Accountants in 2016 and founding and managing a substantial long-only equity investment fund. At his current employer, Canada Life Ltd., James has assisted in developing risk management frameworks and analysis for the monitoring of liquidity at the £30bn AUM life insurance operation. He has also led the continuous process improvement of reported consolidated net investment income earnings budgets and variance analysis, corporate transaction memorandums and financial modelling analysis and financial planning and analysis work to the wider group, senior management and board of directors. James also has valuable work experience in the private equity and Investment Banking industries.