Job Description:
• Analyze actual versus expected investment deployment related to new business flows; independently identify deviations, diagnose root causes, and recommend corrective actions.
• Maintain an enterprise-level view of portfolio liquidity, cash positioning, and reinvestment capacity across products, legal entities, and asset classes.
• Monitor portfolio runoff, liquidity needs, and reinvestment timing to support business growth and capital efficiency.
• Track and evaluate asset-liability cash flow profiles and portfolio positioning relative to risk limits, investment guidelines, and strategic objectives.
• Proactively identify emerging risks, inconsistencies, or misalignments before they become material issues.
• Support the design, implementation, and ongoing refinement of Strategic Asset Allocation frameworks for the Company’s institutional business lines and offshore reinsurance entities.
• Partner with external asset managers and internal stakeholders to forecast asset needs and future purchase activity.
• Evaluate new investment opportunities in the context of portfolio fit, liquidity, capital efficiency, and ALM objectives.
• Provide analytical support for pricing, new business onboarding, and long-term portfolio planning.
• Support intra-year portfolio optimization to align asset allocation with evolving business needs, market conditions, and product-specific pricing considerations.
• Assess trade-offs between yield, liquidity, risk, and capital impact when evaluating tactical allocation decisions.
• Liaise with Treasury, Middle Office, and Investment Accounting to ensure trade activity, cash movements, and data flows are accurate and timely.
• Improve operational efficiency within cash management, portfolio reporting, and data processes through automation and process redesign.
• Identify, investigate, and resolve data inconsistencies or errors across investment systems and reports.
• Coordinate and manage consolidated portfolio reporting used for internal decision-making, actuarial modeling, and corporate planning.
• Communicate investment activity, positioning, and directives clearly to external asset managers on a regular basis.
• Collaborate cross-functionally with Actuarial and Finance/FP&A teams to translate investment activity into inputs for forecasting, modeling, and analysis.
• Respond to ad hoc analytical requests from senior stakeholders with clear, concise, and decision-oriented outputs.
• Assist in the development and informal mentoring of analysts or interns, as appropriate.
Requirements:
• Bachelor’s degree in mathematics, economics, investments or related field
• 7+ years of investment-related experience
• CFA and/or ASA designation preferable
Benefits:
• Flexible work arrangements
• Work from home options
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