About This Role
Working as part of the Office of the Chief Investment Officer, the Investment Analyst plays a critical role in executing the company's investment strategy. This position involves overseeing investment management, strategy execution, credit surveillance, and asset liability management risk, and is ideal for someone with a deep interest in investing and a desire to focus on corporate credit, structured products, real estate, private investments, asset liability management, hedging, and regulatory capital.
Responsibilities
- Monitor and assess performance of investment managers
- Communicate asset allocation strategies
- Build credit surveillance processes
- Identify and track key performance indicators
- Contribute perspectives on the investment environment to assist in portfolio construction and investment strategy
- Assess impacts to liquidity, asset liability management, and regulatory capital
- Review portfolio risk metrics and develop strategies to maximize yield while controlling risk variables
- Develop strategies to implement Strategic Asset Allocation output
- Monitor portfolio metrics versus asset allocation targets
- Review purchases and sales of investments
- Analyze investment impacts to NAIC RBC and statutory capital, leading capital adequacy insights and governance across entities
- Review and analyze investment reports in order to contribute to investment decisions
- Partner with accounting on impairment and valuation topics
- Identify and mitigate risks in the overall investment process
- Prepare investment reporting and insights for senior leadership, including market updates, investment performance, capital impacts, and emerging risks
- Translate complex analytics into clear, actionable insights for senior leadership, executive committees, Board, and non-technical audiences
- Support development of materials for executive committees and Board-level discussions
- Collaborate with FP&A, actuarial, treasury, tax, accounting, and product teams to embed investment considerations into planning, pricing, and strategic initiatives
- Effectively manage ownership for investment inputs required by other departments (i.e. corporate projection model, actuarial models, etc.)
- Provide insights to support decision-making on new business and organizational priorities
- Drive enhancements to investment analytics, modeling capabilities, and reporting processes
- Improve efficiency, automation, and governance of investment-related workflows
Requirements
- Bachelor
- 2-5 years of progressively responsible related experience in investment management, accounting, investment banking; or equivalent combination of education and/or experience
