This role bridges Finance and Investments, leading investment portfolio forecasting, budgeting, and performance analysis. Key areas include NII forecasting, spread analysis, yield optimization, and capital planning. The position partners closely with investment teams and senior leadership to provide insights that support profitability, strategic decision-making, and overall portfolio performance.

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.