Investment Analyst

Job Summary

The Investment Analyst will support the Director, Investments to help produce all investment related deliverables, including researching new investment ideas, strategic- and tactical asset allocation, and day to day management of the portfolio. This position reports to the Director, Investments and has no subordinates. There will be significant interaction with other members of the Investments department, other functional areas within the Company, and key members of external asset managers serving the Company.

Duties and Responsibilities

• Assist in the development and evaluation of investment strategies, incorporating results of asset modeling, reporting, and analysis, ensuring appropriate alignment with ALM, earnings, and capital, while managing to Investment Guidelines.
• Provide support for senior members of the Investments team in the evaluation of information used in various asset modeling, portfolio optimization, and trade program process.
• Coordinate, automate and manage consolidated reporting for the Company's investment portfolio.
• Help communicate investment directives and needs to the external asset managers in a timely and regular manner.
• Investment Operations
  • Liaise with Treasury/Middle Office/Investment Accounting to ensure trade activity is flowing appropriately to downstream systems.
  • Improve operational efficiency of the cash management process.
  • Manage the investment data process; automate existing processes; integrate various systems.
  • Detect and correct data errors coming from the existing database
  • Help in the calculation of CECL allowances for impairments
• Collaborate cross-functionally across departments such as Actuarial and Finance FPA to communicate investment activity for use in actuarial modeling and corporate planning and analysis.
• Provide ad-hoc analytical requests

Experience and Education Requirements

• Bachelor's degree in mathematics, economics, investments or related field.
• 1-3 years of investment-related experience
• Expertise in analytic systems linkage and report automation
• CFA and/or ASA designation preferable
• Strong capabilities required in MS Excel and Powerpoint; familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar)
• Strong capabilities preferred in Bloomberg, BlackRock Aladdin, Clearwater

Knowledge, Skills & Abilities

• Effective verbal and written communication skills
• Superior analytical and problem-solving skills
• Strong capabilities required in MS Excel and PowerPoint
• Strong capabilities required in MS Excel and Powerpoint; familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar)
• Strong capabilities preferred in Bloomberg, BlackRock Aladdin, Clearwater

Other Requirements

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