Investment Analyst

Martello Re•City of Hamilton, NC

5h•Hybrid

About The Position

Essential Duties and Responsibilities Conduct In-Depth Investment Analysis: Perform comprehensive analysis of investment opportunities, market trends, and portfolio performance using advanced analytical techniques and data modeling Lead Data Analytics Projects: Develop, maintain, and enhance sophisticated reporting tools and dashboards to monitor performance, asset allocation, and risk metrics across the investment portfolio Portfolio Performance Monitoring: Analyze portfolio holdings, returns, and risk characteristics to support investment decision-making and ensure alignment with strategic objectives Data Infrastructure Management: Oversee data flows between key systems, ensuring data quality, completeness, and accuracy for investment reporting and analytics Stakeholder Collaboration: Collaborate effectively with internal teams including Actuarial, Enterprise Risk Management, Finance, Operations, and external asset managers to support investment initiatives Investment Research & Market Analysis: Research market opportunities, conduct due diligence on investment strategies, and provide analytical support for asset allocation decisions Reporting & Communication: Prepare comprehensive investment reports, performance analytics, and presentations for senior leadership and investment committee meetings Risk Assessment & Monitoring: Analyze investment risks, monitor compliance with investment guidelines, and support the development of risk management frameworks System Development Support: Contribute to the enhancement of Martello Re’s investment analytics platform and data warehouse capabilities Process Improvement: Identify opportunities to streamline workflows, automate routine tasks, and enhance the efficiency of investment operations Other tasks as assigned

Requirements

Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Data Analytics, or related quantitative field
3–5 years of experience in investment analysis, data analytics, portfolio management, or related financial services role
Experience with investment performance analysis and portfolio management concepts
Demonstrated experience in financial data analysis and reporting
Advanced proficiency in Microsoft Excel, SQL, Python, and/or R for data analysis and modeling
Strong understanding of capital markets, investment strategies, and portfolio management principles
Proficiency in data visualization tools such as Power BI, Tableau, or similar platforms
Excellent analytical and quantitative skills with attention to detail
Strong written and verbal communication skills for presenting complex analysis to diverse audiences
Ability to work independently and manage multiple projects simultaneously in a fast-paced environment
Collaborative mindset with experience working across functional teams
Problem-solving skills and ability to translate business requirements into analytical solutions
Knowledge of statistical analysis and data modeling techniques
Understanding of risk management concepts and investment compliance requirements
Comfort with uncertainty and the ability to solve complex, open-ended problems

Nice To Haves

Familiarity with insurance industry investments or liability-driven investing preferred

Responsibilities

Conduct In-Depth Investment Analysis: Perform comprehensive analysis of investment opportunities, market trends, and portfolio performance using advanced analytical techniques and data modeling
Lead Data Analytics Projects: Develop, maintain, and enhance sophisticated reporting tools and dashboards to monitor performance, asset allocation, and risk metrics across the investment portfolio
Portfolio Performance Monitoring: Analyze portfolio holdings, returns, and risk characteristics to support investment decision-making and ensure alignment with strategic objectives
Data Infrastructure Management: Oversee data flows between key systems, ensuring data quality, completeness, and accuracy for investment reporting and analytics
Stakeholder Collaboration: Collaborate effectively with internal teams including Actuarial, Enterprise Risk Management, Finance, Operations, and external asset managers to support investment initiatives
Investment Research & Market Analysis: Research market opportunities, conduct due diligence on investment strategies, and provide analytical support for asset allocation decisions
Reporting & Communication: Prepare comprehensive investment reports, performance analytics, and presentations for senior leadership and investment committee meetings
Risk Assessment & Monitoring: Analyze investment risks, monitor compliance with investment guidelines, and support the development of risk management frameworks
System Development Support: Contribute to the enhancement of Martello Re’s investment analytics platform and data warehouse capabilities
Process Improvement: Identify opportunities to streamline workflows, automate routine tasks, and enhance the efficiency of investment operations
Other tasks as assigned