Director, Investments - Institutional Business

About the role

The Director will lead the production and ongoing management of investment-related deliverables for the Company’s institutional businesses, including Pension Risk Transfer (PRT), Funding Agreement Backed Notes (FABN), and the offshore reinsurance platform. This role serves as a senior technical and strategic resource across the institutional investment team, providing thought partnership to portfolio managers, independently driving cross-functional initiatives, and developing new analytical capabilities with minimal direction.

Responsibilities

The core focus of the role is portfolio oversight and decision support, requiring the ability to synthesize complex information, identify emerging issues, and recommend actionable solutions across ALM, new business, and in-force management workstreams.

• Analyze actual versus expected investment deployment related to new business flows; independently identify deviations, diagnose root causes, and recommend corrective actions.
• Maintain an enterprise-level view of portfolio liquidity, cash positioning, and reinvestment capacity across products, legal entities, and asset classes.
• Monitor portfolio runoff, liquidity needs, and reinvestment timing to support business growth and capital efficiency.
• Track and evaluate asset-liability cash flow profiles and portfolio positioning relative to risk limits, investment guidelines, and strategic objectives.
• Proactively identify emerging risks, inconsistencies, or misalignments before they become material issues.

Specific areas of responsibility include:

• Inforce Management/Asset Liability Management (ALM)
• Strategic Asset Allocation (SAA)/New Business Planning
• Tactical Asset Allocation (TAA)
• Investment Operations & Stakeholder Coordination

Requirements

• Bachelor’s degree in mathematics, economics, investments or related field
• 10+ years of investment-related experience
• CFA and/or ASA designation preferable

Skills

• Advanced technical and financial modeling skills with the ability to automate/streamline current processes
• Effective verbal and written communication skills
• Superior analytical and problem-solving skills
• Proficiency in MS Excel and PowerPoint
• Familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar)

Benefits

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements.