Investment Analyst

Martello Re•Charlotte, NC

7d•Hybrid

About The Position

This role involves conducting in-depth investment analysis, supporting portfolio construction and management, collaborating with various internal and external stakeholders, performing investment research and market analysis, preparing reports, assessing and monitoring risks, improving processes, and utilizing AI tools to enhance portfolio management and productivity. The position is based in Charlotte, NC, with a hybrid work model and requires occasional domestic travel.

Requirements

Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Data Analytics, or related quantitative field
0-3 years of experience in investments, asset management, insurance/reinsurance, or related financial services role
Demonstrated academic excellence and interest in investments through coursework or extra-curricular involvement
Comfort working with large datasets and complex financial models
Proficiency in Microsoft Excel, including financial modeling and analytical tools
Excellent analytical and quantitative skills with high attention to detail
Ability to take initiative, work independently, and manage multiple projects simultaneously in a fast-paced environment
Comfort with uncertainty and the ability to solve complex, open-ended problems
Excellent written and verbal communication skills, with the ability to clearly convey analytical insights
Intellectual curiosity and strong interest in financial markets, portfolio construction, and investment strategy

Nice To Haves

Basic knowledge of insurance industry, capital markets, fixed income, and/or alternative investments preferred
Familiarity with portfolio analytics, asset allocation concepts, and investment performance metrics
Basic proficiency or ability to learn data visualization tools such as PowerBI, Tableau, or similar platforms
Progress towards CFA or other pertinent professional certifications (e.g. ASA, FSA, CAIA)
Experience with quantitative strategic asset allocation
Understanding of derivatives and hedging
Reinsurance knowledge or experience
Familiarity with life insurance regulatory regimes (e.g. BMA, NAIC, Solvency II)
Advanced coding skills (e.g. Python, SQL)

Responsibilities

Conduct In-Depth Investment Analysis: Perform comprehensive analysis of investment opportunities, market trends, and portfolio performance using advanced analytical techniques and data modeling.
Portfolio Construction & Pricing: Support portfolio construction efforts throughout the entire life cycle, including assumptions, optimization, strategic asset allocation creation, model management, and performance tracking for a robust pipeline of various annuity, pension, life insurance liabilities, and other new business opportunities.
Portfolio Management: Support the investment team in managing day-to-day activities for the inforce investment portfolio.
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: Track, evaluate, and report on developments in financial markets and their impact on portfolio allocations and strategy.
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.
Process Improvement: Develop or enhance reporting tools to monitor performance, portfolio allocation relative to strategic asset allocation, risk limits, asset manager mandates and other key initiatives.
AI: Utilize AI tools to improve portfolio management, drive productivity, and automate rote processes.
Other tasks as assigned.