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Job description
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.
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.
Desired Skills and Experience
Bachelor's degree in Finance, Accounting, Economics, or a related discipline; advanced credentials such as an MBA or CFA are preferred.
5+ years of experience in FP&A, investment analytics, portfolio management, or related finance functions within the insurance or asset management sector.
Strong understanding of investment vehicles, capital markets, and financial/accounting concepts.
Advanced skills in financial modeling, Excel, and reporting/visualization tools such as Power BI.
Familiarity with investment analytics and accounting systems is a plus.
Ability to communicate complex financial concepts and portfolio insights to executive-level stakeholders.
Strong analytical, critical thinking, and problem-solving capabilities, with the ability to thrive in a dynamic environment.
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Worksite address
durham, NC, 27703, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.