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Full-Time

Manager – Investment Portfolio Analytics

Confirmed live in the last 24 hours

F&G

F&G

Senior

Remote in USA

Category
Financial Planning and Analysis (FP&A)
Investment Banking
Risk Management
Finance & Banking
Required Skills
Python
Sales
Communications
Management
R
SQL
Tableau
Data Analysis
Excel/Numbers/Sheets
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.
  • Demonstrated skills with fixed income analytics and financial modeling with the ability to automate/streamline current processes.
  • Strong project management skills.
  • Strong problem-solving skills that include advanced analytical and reasoning abilities.
  • Self-starter who demonstrates strong initiative and displays a high energy level.
  • Team player who has the ability to function as a key member of a small group & collaborate with other functional teams.
  • Familiarity with Access/database and SQL.
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.

Company Stage

N/A

Total Funding

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Headquarters

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Founded

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