FP&A Manager - Investments

Aspida Financial Services LLC•Durham, NC

4h•Hybrid

About The Position

This role serves as the critical bridge between the Investment Management team and the Finance organization. You will own the forecasting, budgeting, and analytical framework for the company’s investment portfolio, with a specific focus on Net Investment Income (NII) and Spread analysis. The ideal candidate understands not just the numbers, but the mechanics of a spread-based life and annuity business model, providing insights that drive yield optimization and capital efficiency. This role will report to the Deputy CFO and is required to be onsite 3 days a week at our Durham, NC headquarters.

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.
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.

Nice To Haves

Experience with investment analytics platforms (e.g., Bloomberg, BlackRock Aladdin) and investment accounting platforms (e.g., Clearwater) is a plus.

Responsibilities

Coordinate with investment managers to develop and maintain financial models for investment forecasting, scenario analysis, and performance tracking.
Prepare monthly, quarterly, and annual investment analytics for senior management and stakeholders.
Analyze investment portfolio trends, returns, and asset allocation strategies to optimize financial performance.
Track and analyze "New Money Yield" vs. "Portfolio Book Yield" to ensure alignment with pricing assumptions and profitability targets.
Analyze market trends to identify potential impacts on the investment portfolio and future opportunities to improve investment performance or mitigate risk.
Support budgeting and forecasting processes related to investment income and capital planning by providing forecasts on at least a quarterly basis.
Partner with investment teams, actuarial, treasury, and accounting to align investment strategy with business goals.
Support management reporting and presentations on investment results, trends, and strategic initiatives.
Collaborate with external partners, including investment managers and auditors, to provide data insights.