Head of Client Projections & Analysis, AIS

Ares Operations • New York, NY

2d

About The Position

Ares is seeking a highly motivated, detail-oriented FP&A professional to join Ares Insurance Solutions (AIS) as a Principal focused on financial planning, forecasting, reporting, and strategic analysis of its asset portfolio. The role provides data-driven insights on asset deployment, investment performance, risk management, and capital allocation. It manages a team and oversees ongoing reporting requirements, regulatory monitoring and compliance, and data quality and analytics. The Principal works with senior management on activities supporting the investment portfolio.

AIS is an in-house team providing asset management, origination, risk analytics, capital, and M&A services to insurance clients. It manages more than $28 billion in AUM across a diversified asset portfolio and serves as investment manager, capital solutions provider, and corporate development partner to Aspida, a U.S. life and annuity insurance and reinsurance company.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 12 or more years of experience in FP&A, investment analysis, and/or financial reporting in the insurance or asset management industry.
• Strong knowledge of investment products, financial markets, and accounting principles.
• Proficiency in financial modeling, Excel, Power BI, and data visualization tools.
• Excellent communication and presentation skills, including the ability to summarize complex financial data.
• Strong analytical and problem-solving skills and ability to work in a fast-paced, entrepreneurial environment.

Nice To Haves

• MBA or CFA.
• Experience with US GAAP, IFRS 9/17, NAIC, or Solvency II.
• Experience with investment analytics platforms such as Bloomberg or BlackRock Aladdin.
• Experience with investment accounting platforms such as Clearwater.

Responsibilities

• Develop and maintain financial models for investment forecasting, scenario analysis, and performance tracking.
• Lead and ensure data quality and accuracy for the asset portfolio through ongoing reconciliation.
• Prepare monthly, quarterly, and annual analytics and reports on portfolio trends, returns, and asset allocation strategies for senior management, investors, and regulators.
• Analyze market trends to identify potential portfolio impacts and opportunities to improve investment performance or mitigate risk.
• Support budgeting and forecasting for asset deployment, investment income, liquidity, and capital planning.
• Analyze investment portfolio performance across asset classes and evaluate strategies to optimize returns, capital efficiency, and risk-adjusted performance.
• Prepare reports monitoring and assessing current and potential investment risks, including credit, interest rate, and market risk.
• Monitor and ensure compliance with internal risk limits, investment agreements, asset requirements, and regulatory requirements across multiple jurisdictions.
• 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 investment managers, auditors, and regulators to provide data insights.
• Manage a team.

Benefits

• Comprehensive medical/Rx, dental, and vision plans.
• 401(k) program with company match.
• Flexible Savings Accounts (FSA).
• Healthcare Savings Accounts (HSA) with company contribution.
• Basic and voluntary life insurance.
• Long-term and short-term disability insurance.
• Employee Assistance Program (EAP).
• Commuter benefits for parking and transit.
• Access to a world-class medical advisory team.
• Mental health app with coaching, therapy, and psychiatry.
• Mindfulness and wellbeing app.
• Financial wellness benefit with access to a financial advisor.
• New parent leave.
• Reproductive and adoption assistance.
• Emergency backup care.
• Matching gift program.
• Education sponsorship program.
• Discretionary performance-based bonus may be included in total compensation.

What This Job Offers

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