Manager - Investment Portfolio Analytics
March 28
Description
• Responsible for optimizing and supporting investment data and analytics platform. • Liaise with platform providers of relevant asset modeling software. • Redesign models for asset allocation decision process with external managers. • Manage process to produce quarterly board reports and investor presentations. • Create returns and attribution reports ensuring accuracy.
Requirements
• Bachelor’s degree in mathematics, economics, investments, or related field. • 7+ years of portfolio risk and performance analysis, public and private investment modeling, and/or investment data related experience. • Prior leadership experience preferred. • Experience with in-house asset modeling in Python, R or other programming language is preferred. • Expertise in analytic systems linkage and report automation. • Strong technical, analytical, organizational, and communication skills. • CFA, FRM, CIPM, and/or CAIA designation (beneficial). • Life insurance product knowledge (e.g., FIA, MYGA, IUL, etc.)
Benefits
• Flexible work arrangements (in-office, hybrid, remote) • Reasonable accommodations for applicants and candidates with disabilities
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