Insurance Portfolio Investment Analyst

NextEra Energy•North Palm Beach, FL

75d•Onsite

About The Position

The Insurance Portfolio Investment Analyst supports the management and oversight of the insurance company’s general account investment portfolio, which includes primarily investment grade fixed income, government-backed securities, and private market investments (e.g., private credit and private equity). This role focuses on portfolio analysis, monitoring, reporting, and operational support, while developing into a broader investment professional with exposure to asset allocation, manager selection, and insurance-specific investment considerations.The individual interfaces with external asset managers, consultants, custodians, and internal stakeholders including Accounting, Risk, Actuarial, and Finance to ensure effective portfolio management aligned with regulatory and liability-driven objectives.

Requirements

Bachelor’s Degree
Experience: 2+ years
Understanding of institutional investment management, with exposure to fixed income, equities, and private markets
Knowledge of investment concepts including performance measurement, risk analysis, and portfolio construction
Familiarity with investment grade credit, structured products, and government-backed securities preferred
Basic understanding of insurance company investment considerations, including statutory accounting, capital requirements, and asset-liability management (P&C experience preferred)
Strong analytical and quantitative skills, including proficiency in Excel and financial modeling
Knowledge of macroeconomic and capital market dynamics
Excellent written and verbal communication skills, with experience preparing presentations
High attention to detail and strong organizational capabilities
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Self-starter with the ability to work independently and collaboratively across teams

Nice To Haves

Exposure to private markets (private equity, private credit) is a plus
Master’s Degree

Responsibilities

Monitor portfolio positioning relative to asset allocation targets, risk limits, and liability characteristics
Track portfolio performance, attribution, and key risk metrics (e.g., duration, credit quality, liquidity)
Support monthly and quarterly reporting, including investment committee materials and senior management presentations
Assist in preparing regulatory and statutory reporting relevant to insurance portfolios (e.g., NAIC reporting, statutory filings)
Ensure accuracy and timeliness of investment data across systems and reports
Coordinate with internal and external parties to ensure investment activity is recorded accurately and in compliance with regulatory and accounting standards
Assist with cash flow management, capital deployment, and liquidity planning
Support onboarding and monitoring of private market investments, including capital calls, distributions, and documentation
Maintain portfolio analytics systems and contribute to enhancements in reporting infrastructure
Support development and implementation of portfolio strategies aligned with insurance liabilities and capital requirements
Conduct scenario analysis and stress testing to evaluate portfolio resilience under different market conditions
Analyze macroeconomic and market trends and assess implications for portfolio positioning
Assist in evaluating relative value across fixed income sectors and private market opportunities
Monitor performance and risk exposures of external managers across public and private asset classes
Conduct quantitative and qualitative analysis of manager performance and portfolio holdings
Support due diligence on new investment opportunities, including preparation of investment memos and presentations
Review legal, structural, and financial aspects of investment opportunities, particularly in private credit and private equity
Contribute to initiatives such as portfolio optimization, ALM analysis, and technology platform enhancements
Support ad hoc analyses and strategic projects as required