Manager, Investment Analytics

Job Summary

The Manager, Investment Center of Excellence (COE) – Investment Analytics will lead the Investment COE – Investment Analytics team responsible for compiling analysis to support underlying Statutory and GAAP investment portfolio results and preparing presentation materials for communicating those results to senior management. The Investment COE – Investment Analytics team is responsible for delivering value-added business analysis and meaningful financial metrics, as it relates to the investment portfolio in support of enterprise-wide decision-making and has a comprehensive understanding of key business drivers.

The Manager, Investment COE – Investment Analytics reports directly to the Director, Investment COE – Investment Analytics and will have 2 direct reports. This position will work closely with the other teams within the Investment COE, Investment Strategy, FP&A, Financial Reporting and third-party asset managers.

Duties and Responsibilities

• Responsible for the timely output of data, analytics and insights that articulate a clear understanding of the results of the Company’s investment portfolio.
• Lead the Investment COE – Investment Analytics data processes and assist the team to drive the creation of scalable processes and methods for investment analytics to support broader organizational goals.
• Use advanced understanding of investments to assist in developing the narrative for investment portfolio performance.
• Assist with the design and delivery of investment results for executive-level presentations, ensuring alignment with corporate FP&A strategy.
• Assist the Investment COE team to transform investment income analysis processes, focusing on scalability and automation.
• Collaborate with the Investment Strategy and Investment FP&A teams to integrate systems, processes and procedures.
• Provide Investment Strategy data and information to support the Company’s forecasting process.
• Lead and mentor investment analytics team to ensure production of deliverables to key stakeholders in a timely and accurate manner.
• Collaborate with other areas of the Investment COE to provide ad-hoc investment reporting and analysis.
• Support the Director, Investment Center of Excellence – Investment Analytics with special projects, as needed.

Experience and Education Requirements

• Bachelor’s degree in accounting, finance, or related field.
• Minimum of 7 years of experience in investment accounting, investment reporting and/or financial planning & analysis required.
• Prior experience supervising or managing a team.
• Experience with GAAP and statutory accounting for insurance company general account portfolios preferred.
• CPA, CFA and/or MBA preferred.

Knowledge Skills and Abilities

• Strong Statutory and GAAP accounting and reporting knowledge for limited partnerships, fixed income investments, and structured securities.
• Strong communication, organization, and analytical skills.
• Strong computer knowledge including high level of proficiency in Excel and PowerPoint; familiarity and knowledge of SQL, Tableau and Alteryx a plus.
• Strong experience with accounting subledger and ledgers, investment data, databases and report writing.
• Ability to handle multiple complex tasks and prioritize in a fast-paced environment.
• Ability to collaborate with other teams, challenging current processes and driving efficiencies.

Other Requirements

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