What You Will Do:

• Partner with investment and finance stakeholders to support portfolio forecasting, planning, and strategic analysis.
• Build and maintain financial models used for scenario planning, investment performance measurement, and forecasting activities.
• Deliver recurring portfolio analytics and reporting to leadership, highlighting key trends and business insights.
• Evaluate portfolio returns, asset allocation, and market developments to identify risks and opportunities.
• Monitor yield and spread performance metrics to support profitability goals and investment strategy execution.
• Contribute to investment income forecasting, budgeting, and capital planning processes through data-driven analysis.

Requirements:

• Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred).
• 5+ years of experience in FP&A, investment analysis, or investment management in the insurance or asset management industry.
• Strong knowledge of investment products, financial markets, and accounting principles
• Proficiency in financial modeling, Excel, Power BI, or data visualization tools.
• Experience with investment analytics platforms (e.g., Bloomberg, BlackRock Aladdin) and investment accounting platforms (e.g., Clearwater) is a plus.
• Excellent communication and presentation skills to convey complex financial data to senior stakeholders.
• Strong analytical and problem-solving skills with the ability to work in a fast-paced environment.