Sr Investment Analyst
About the role
We are seeking an experienced Senior Investment Analyst to join our investment team. Our team oversees a $27+ billion investment portfolio composed of equities, fixed income, and real estate. The ideal candidate will evaluate, select, and monitor external investment managers across all asset classes, including fixed income, public equities, and potentially alternative investments. The position involves assisting in all investment activities, reporting results to senior executives, and contributing to the development and execution of the company’s overall investment strategy.
Responsibilities
Conduct comprehensive quantitative and qualitative due diligence on external investment managers across fixed income, equities, and alternative strategies.
Evaluate manager investment philosophies, processes, team structures, risk management frameworks, and operational capabilities.
Perform attribution analysis and performance evaluation against relevant benchmarks and peer universes.
Prepare detailed investment manager research reports and present findings and recommendations to the Investment Committee.
Monitor existing manager relationships on an ongoing basis, tracking portfolio positioning, performance, personnel changes, and adherence to mandates.
Identify early warning signs of style drift, team instability, or performance degradation and ensure compliance with investment guidelines.
Contribute to the development and execution of the company’s overall investment strategy.
Aid in asset allocation decisions.
Support the team in Request for Proposal (RFP) processes, manager searches, and onboarding/offboarding of managers.
Handle ad-hoc projects as required.
Prepare and present investment performance reports for senior executives and board.
Stay current on regulatory developments and best practices in insurance investment management.
Requirements
10+ years of institutional investment experience, with meaningful exposure to investment manager research and due diligence, preferably at an Insurance Company.
Deep familiarity with multi-asset class investments including fixed income, public equities, and alternative strategies (private credit, real estate, private equity).
A bachelor's degree in Finance, Economics, or a STEM discipline is required. An advanced degree (MBA) or CFA is strongly preferred.
Demonstrated ability to generate ideas and strategies to enhance portfolio returns and mitigate risk.
Experience with insurance-specific investment considerations including regulatory capital, ALM, and statutory reporting.
Strong quantitative and analytical skills; proficiency in performance attribution and portfolio analytics.
Self-starter with solid critical thinking and problem-solving skills. Accuracy and attention to details are key requirements for this position.
A high proficiency in Microsoft Office (Excel, Access, PowerPoint, Word).
Experience with investment risk systems and portfolio analytics platforms (e.g., Bloomberg, FactSet, eVestment etc.).
Excellent written and verbal communication skills with experience and comfort presenting to C-suite executives.
Qualifications
Bachelor's degree in Finance, Economics, or a STEM discipline.
An advanced degree (MBA) or CFA is strongly preferred.
Skills
Investment Manager Analysis & Due Diligence
Portfolio Monitoring & Oversight
Strategic Investment Support
Reporting & Communication
Benefits
Health coverage for medical, dental, vision
401(K) saving plans with company match AND Pension
Tuition assistance
Floating holidays and PTO for community volunteer programs
Paid parental leave
Wellness programs
Employee discounts (membership, insurance, travel, entertainment, services and more!)
Pay
The starting pay range for this position is: $160,500.00 - $214,100.00
Schedule
Full-time position
Benefits
Remarkable benefits package
Equal Opportunity Employer
AAA participates in E-Verify