Investment Analyst

About the role

We partner closely with the Chief Investment Officer (“CIO”) to oversee investment strategies and portfolio risk mitigation. Ideal candidates have a deep interest in investing, particularly in corporate credit, structured products, real estate, private investments, asset liability management, hedging, and regulatory capital.

Responsibilities

• Investment Oversight: Monitors and assesses performance of investment managers. Communicates asset allocation strategies. Builds and tracks key performance indicators. Identifies and tracks key performance indicators. Assesses impacts to liquidity, asset liability management, and regulatory capital.
• Maintain Investment Performance and Risk: Reviews portfolio risk metrics and develops strategies to maximize yield while controlling risk variables. Develops strategies to implement Strategic Asset Allocation output. Reviews portfolio metrics vs. asset allocation targets. Reviews purchases and sales of investments. Analyzes investment impacts to NAIC RBC and statutory capital, leading capital adequacy insights and governance across entities. Reviews and analyzes investment reports in order to contribute to investment decisions. Partners with accounting on impairment and valuation topics, etc.
• Management Reporting & Insights: Prepares investment reporting and insights for senior leadership, including market updates, investment performance, capital impacts, and emerging risks. Translates complex analytics into clear, actionable insights for senior leadership, executive committees, Board, and non-technical audiences. Supports development of materials for executive committees and Board-level discussions.
• Cross-Functional Business Partnership: Collaborates with FP&A, actuarial, treasury, tax, accounting, and product teams to embed investment considerations into planning, pricing, and strategic initiatives. Effectively manages ownership for investment inputs required by other departments (i.e. corporate projection model, actuarial models, etc.). Provides insights to support decision-making on new business and organizational priorities.
• Process Improvement: Drives enhancements to investment analytics, modeling capabilities, and reporting processes. Improves efficiency, automation, and governance of investment-related workflows.

Requirements

• Bachelor’s degree in finance, accounting, or related field of study; 2-5 years of progressively responsible related experience in investment management, accounting, investment banking; or equivalent combination of education and/or experience.
• Advanced Excel/modeling capabilities; ability to synthesize complex data into clear insights and recommendations.
• Strong knowledge of liquid credit and private markets.
• Exhibits ability to conduct ongoing independent research into market trends and activity.
• Strong ability to communicate technical concepts clearly and partner effectively across functions.
• Well-organized, assertive, self-motivated and be able to prioritize in a fast-paced environment.
• Proactive approach, ability to think creatively about problems and use initiative to propose new, practical strategies/solutions is essential.

Qualifications

• Chartered Financial Analyst (CFA) designation or MBA is a plus.

Skills

• Strong analytical and problem-solving skills.

Benefits

• A competitive compensation package comprised of base salary and incentive bonus; compensation will be commensurate with candidate’s skills and experience.
• A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance.
• Hybrid work arrangement: this role is based in our Miami office but flexible arrangements (including remote work) may be considered for the right candidate.