Head of Client Projections & Analysis, AIS
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 calls for a background in accounting, asset management, and capital markets, and the ability to provide data-driven insights on asset deployment, investment performance, risk management, and capital allocation. The Principal will manage a team and oversee reporting requirements, regulatory monitoring and compliance, and data quality and analytics. They will work with senior management on activities related to the success of 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. The role develops and maintains investment forecasting models, performs scenario and performance analysis, and supports budgeting and forecasting for asset deployment, investment income, liquidity, and capital planning. It analyzes portfolio performance, strategies, and risk across asset classes; monitors compliance with risk limits, investment agreements, asset requirements, and regulatory requirements across multiple jurisdictions; and produces reporting for senior management, investors, and regulators. The Principal collaborates with investment teams, actuarial, treasury, accounting, external investment managers, auditors, and regulators. The position reports to the Partner, Ares Insurance Solutions. The anticipated base salary range is $220,000–$275,000, and total compensation may include a discretionary performance-based bonus. Ares offers U.S. core benefits and additional benefits, described below. Applications are accepted on an ongoing basis until the search is no longer active.
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 the 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 the quality and accuracy of asset portfolio data through ongoing reconciliation.
- Prepare monthly, quarterly, and annual analytics and reporting 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 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 asset managers.
- Evaluate investment strategies to optimize returns, capital efficiency, and risk-adjusted performance.
- Prepare reports monitoring 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 the U.S., Bermuda, Cayman, the UK, and Asia.
- 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 and oversee ongoing reporting requirements, regulatory monitoring and compliance, and data quality and analytics.
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 disability and short-term disability insurance.
- Employee Assistance Program (EAP).
- Commuter benefits plan 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 that includes 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.
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What This Job Offers
Job Type
Full-time
Career Level
Principal
