Associate, Investment Strategy

Fortitude Re • Jersey City, NJ

1d

About The Position

The Associate, Investment Strategy supports the development and execution of investment strategies for new transactions and the in-force portfolio. Working under general supervision, this role partners with Corporate Development, Actuarial Pricing, Risk, and members of the Investments team to perform analysis, research, and modeling that inform portfolio construction and asset-liability management decisions. This role contributes to aligning investment activities with business objectives, market conditions, and regulatory considerations through disciplined analysis and execution.

Requirements

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related quantitative discipline
• Approximately 2 years of relevant experience in investments, ALM, asset management, or a related analytical role
• Practical knowledge of financial markets, fixed income instruments, and investment fundamentals
• Familiarity with asset-liability management concepts , insurance products, or portfolio analytics
• Strong analytical and problem-solving skills with the ability to apply defined methodologies to moderately complex problems
• Effective written and verbal communication skills, with the ability to summarize analysis and explain findings clearly
• Experience using Excel for financial modeling and analysis; exposure to Bloomberg or similar market data platforms preferred

Nice To Haves

• Familiarity with Python, R, SQL, or other analytical tools is a plus but not required

Responsibilities

• Support the development of Strategic Asset Allocation (SAA) analyses by running established portfolio optimization models and preparing outputs for review
• Analyze the performance of public and private asset classes, macroeconomic indicators, and key risk factors to support asset-liability management (ALM) decisions
• Assist with due diligence and underwriting analysis of fixed income and alternative investment strategies managed by external asset managers
• Partner with Actuarial Pricing, Corporate Development, and other internal stakeholders to support the evaluation of new reinsurance and investment opportunities
• Perform scenario, sensitivity, and stress analyses to assess market conditions, capital impacts, and portfolio outcomes using defined methodologies
• Prepare analytical materials, exhibits, and summaries to support investment recommendations and internal reporting
• Collaborate with Portfolio Management, Treasury, and Risk teams to support the implementation and monitoring of investment strategies
• Maintain and enhance existing analytical tools, spreadsheets, and models to improve efficiency and consistency in investment analysis
• Contribute to internal presentations and documentation for management and governance forums

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level