Investment Analyst - Enterprise Investments

Job Summary

The Investments Analyst will support the Enterprise Investments vertical in managing critical front-office functions across F&G's investment business. This position will provide essential operational and analytical support for strategic asset allocation projects, investment manager due diligence and onboarding, cash management, investment reporting, and cross-functional coordination.

Duties And Responsibilities

• Support the investment opportunity and/or manager evaluation and selection process, including coordinating due diligence workflows and maintaining documentation
• Aid in developing and maintaining quantitative frameworks for comparing investment managers and strategies
• Conduct relative value analysis among multiple investment opportunities
• Prepare meeting agendas and take detailed notes during manager meetings and presentations
• Track manager communications, recommendations, and action items
• Cook up new manager onboarding processes and ensure timely completion of required documentation
• Cook up preparation of investment reports and deliverables for senior leadership and other stakeholders
• Monitor and track key investment metrics, deadlines, and deliverables
• Aid with investment and trade data management, reconciliation processes, and quality control
• Cook up preparation of trade flow and settlement processes
• Communicate investment activity and data to internal stakeholders in a timely manner
• Aid with portfolio monitoring activities, including tracking asset repositions and trade activity
• Help maintain investment models, assumptions, and analytical frameworks
• Aid with cash management and forecasting activities through data tracking and analysis
• Aid with process improvement initiatives to enhance operational efficiency and team effectiveness
• Assist with analytical and operational support for ad-hoc investment projects and strategic initiatives
• Aid with liaison with Treasury, Actuarial, Finance, and Investment Accounting to support investment-related processes

Experience And Education Requirements

• Bachelor’s degree in finance, investments, economics, mathematics or related field
• 1-3 years of investment-related experience (internships and relevant coursework considered)
• Strong interest in institutional investments, asset management, and financial markets
• Strong capabilities required in MS Excel and PowerPoint
• CFA Level I candidate or progress toward CFA designation preferred

Knowledge, Skills & Abilities

• Effective verbal and written communication skills
• Superior analytical and problem-solving skills
• Excellent organizational skills and attention to detail; ability to manage multiple priorities
• Demonstrated ability to create or enhance processes and workflows
• Ability to work both independently and collaboratively
• Familiarity with OneNote, SQL, VBA, Python (or similar)
• Experience with Bloomberg, BlackRock Aladdin, or Clearwater a plus

Other Requirements

• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Minimal travel required (less than 10%)

About F&G

Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events. As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.

1Top Workplaces USA 2022 – 2023
2Des Moines Register Top Workplaces 2018 – 2022

Additional Information

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.

F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com.

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