Full-Time

Manager – Investment Portfolio Analytics

Posted on 9/26/2024

F&G

F&G

501-1,000 employees

Provides life insurance and annuities

Financial Services

Senior

Remote in USA

Category
Investment Banking
Risk Management
Finance & Banking
Required Skills
Python
R
SQL
Tableau
Data Analysis
Requirements
  • Bachelor’s degree in mathematics, economics, investments, or related field.
  • 7+ years of portfolio risk and performance analysis, public fixed income and private investment modeling, and/or investment data related experience.
  • Prior leadership experience preferred.
  • Actuarial experience a plus.
  • Experience with in-house asset modeling in Python, R or other programming language is preferred.
  • Expertise in analytic systems linkage and report automation.
  • Strong technical, analytical, organizational, and communication skills.
  • CFA, FRM, CIPM, and/or CAIA designation (beneficial).
  • Life insurance product knowledge (e.g., FIA, MYGA, IUL, etc.).
  • Strong capabilities in Microsoft Excel (VBA) and SQL.
  • Working knowledge of Python, Tableau and Alteryx is also helpful.
  • Experience with Bloomberg, BlackRock Aladdin, and/or Clearwater preferred.
Responsibilities
  • Responsible for the analytic outputs, model governance, and model ownership. Liaise with platform providers of relevant asset modeling software (e.g., BlackRock Aladdin, FactSet, AXIS, and in-house models).
  • Understand model capabilities and functionality across asset classes
  • Determine required changes to model inputs
  • Verify accuracy of cash flow and analytic outputs
  • Redesign models for asset allocation decision process with external managers leveraging software solution.
  • Review data and controls for forecasted portfolio cash flows to support investment accounting, actuarial modeling, and ALM.
  • Help in the calculation of CECL allowances for impairments.
  • Manage process to produce quarterly board reports, investment committee materials, investor presentations, rating agency, and regulator inquiry responses.
  • Create returns and attribution reports ensuring accuracy and consistency of metrics.
  • Portfolio performance vs. targets
  • Book yield vs. original sales targets
  • Insurance premiums received vs. invested
  • Coordinate with partner teams to provide investment related data for enterprise reporting requirements.
  • Manage the investment data process; automate existing processes; integrate various systems.
  • Detect and correct data errors in the investment tools and interface with other investment related data owners to ensure consistency across platforms (e.g., BlackRock Aladdin and Clearwater).
  • Create reports for management detailing total fees paid for investment management services from external managers.
  • Manage team of Investment Analysts including providing guidance, feedback, coaching and reviews of their work.

F&G provides life insurance and annuities, focusing on helping individuals achieve financial stability and plan for their future. The company works closely with financial advisors and agents to create customized financial products that cater to the unique needs of their clients. With a strong presence in the U.S. market, F&G serves over 700,000 customers and collaborates with 44,000 licensed agents. Unlike many competitors, F&G emphasizes collaboration and empowerment, aiming to be a trusted partner in financial prosperity. The company is recognized for its reliability, holding high ratings from AM Best and S&P Global.

Company Stage

IPO

Total Funding

N/A

Headquarters

Des Moines, Iowa

Founded

1959

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Simplify's Take

What believers are saying

  • F&G secured a $250 million investment from parent company FNF in November 2023.
  • The company invested in Quility to enhance its technological capabilities.
  • F&G's cash tender offer for senior notes shows strong financial management.

What critics are saying

  • Loss of key personnel like Luke Christenson may impact annuity distribution.
  • A class action lawsuit over a data breach could harm F&G's reputation.
  • Investment in Quility poses risks if expected returns are not met.

What makes F&G unique

  • F&G specializes in life insurance and annuities, serving over 700,000 clients.
  • The company collaborates with 44,000 licensed agents for tailored financial products.
  • F&G holds an A rating from AM Best and S&P Global as of 2020.

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