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Insurance Portfolio Investment Senior Analyst
Job
Oliver James
Remote
Full-Time
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Job Description
About the Job Our client, a growing property & casualty insurer ($2B+ general account AUM), is looking to hire an Investment Portfolio Analyst to join their in-house investment team in Florida. This position offers a hybrid working arrangement and significant growth opportunity, including the expectation to build and lead a team over time. Responsibilities Monitor portfolio positioning across investment grade fixed income and private market investments relative to asset allocation targets, risk limits, and liability characteristics. Produce monthly and quarterly reporting, including investment committee memos and senior management presentations. Support statutory and regulatory reporting requirements, including NAIC filings and Schedule BA reporting. Oversee onboarding and ongoing monitoring of private market investments, including capital calls, distributions, and documentation. Manage external manager relationships across public and private asset classes, including participation in performance and diligence calls. Conduct quantitative and qualitative due diligence on new investment opportunities, particularly in private credit and private equity. Assist with cash flow management, capital deployment, and liquidity planning in alignment with liability-driven objectives. Contribute to portfolio strategy, scenario analysis, and ALM-related initiatives as the portfolio scales. Qualifications 4-6 years of experience in investments, asset management, or insurance, with direct exposure to fixed income and general account management. Working knowledge of insurance investment considerations, including statutory accounting, RBC capital requirements, and asset-liability management - P&C experience strongly preferred. Familiarity with investment grade credit, structured products, and private markets (private credit, private equity). Strong Excel and financial modeling skills; experience preparing IC-level presentations and reporting. Understanding of regulatory and reporting frameworks relevant to insurance portfolios. Excellent written and verbal communication skills with the ability to interface across investment, actuarial, finance, and senior leadership. Self-starter with the ability to operate independently in a lean team environment. Progress toward CFA, CAIA, or equivalent designation is a plus. Apply Now