Investment Analyst

Prosperity Life Group, LLC. • Miami, FL

127d • Hybrid

About The Position

The Investment Analyst will work as part of the Office of the Chief Investment Officer (CIO) to execute Prosperity Life’s investment strategy and oversee investment management. The role focuses on strategy execution, credit surveillance, asset liability management (ALM) risk, and the development of ongoing and ad hoc reporting and analysis. Areas of investment focus include corporate credit, structured products, real estate, private investments, ALM, hedging, and regulatory capital.

The analyst monitors investment managers and portfolio performance, assesses risk and liquidity, and contributes to portfolio construction and investment strategy. The role also produces investment reporting and insights for senior leadership and supports executive committee and Board-level discussions. It partners with FP&A, actuarial, treasury, tax, accounting, and product teams to incorporate investment considerations into planning, pricing, and strategic initiatives, while improving investment analytics, modeling, reporting, and workflows.

Requirements

• Bachelor’s degree in finance, accounting, or a related field, or an equivalent combination of education and experience.
• 2–5 years of progressively responsible related experience in investment management, accounting, or investment banking, or an equivalent combination of education and experience.
• Advanced Excel and modeling capabilities; ability to synthesize complex data into clear insights and recommendations.
• Strong knowledge of liquid credit and private markets.
• Ability to conduct ongoing independent research into market trends and activity.
• Strong ability to communicate technical concepts clearly and partner effectively across functions.
• Ability to work efficiently in a team setting and independently with minimal supervision.
• Strong analytical and problem-solving skills.
• Well-organized, assertive, self-motivated, and able to prioritize in a fast-paced environment.
• Proactive approach, creative problem-solving, and initiative to propose practical strategies and solutions.

Nice To Haves

• Progress toward or achievement of the Chartered Financial Analyst (CFA) designation.
• MBA.

Responsibilities

• Monitor and assess investment manager performance.
• Communicate asset allocation strategies.
• Build credit surveillance processes and identify and track key performance indicators.
• Contribute perspectives on the investment environment to inform portfolio construction and investment strategy.
• Assess impacts to liquidity, asset liability management, and regulatory capital.
• Review portfolio risk metrics and develop strategies to maximize yield while controlling risk variables.
• Develop strategies to implement Strategic Asset Allocation output and monitor portfolio metrics against asset allocation targets.
• Review purchases and sales of investments and analyze investment reports to contribute to investment decisions.
• Analyze investment impacts to NAIC RBC and statutory capital, providing capital adequacy insights and governance across entities.
• Partner with accounting on impairment and valuation topics.
• Identify and mitigate risks in the overall investment process.
• Prepare investment reporting and insights for senior leadership, including market updates, investment performance, capital impacts, and emerging risks.
• Translate complex analytics into clear, actionable insights for senior leadership, executive committees, the Board, and non-technical audiences.
• Support development of materials for executive committee and Board-level discussions.
• Collaborate with FP&A, actuarial, treasury, tax, accounting, and product teams to embed investment considerations into planning, pricing, and strategic initiatives.
• Manage ownership of investment inputs required by other departments, such as corporate projection and actuarial models.
• Provide insights to support decisions on new business and organizational priorities.
• Drive enhancements to investment analytics, modeling capabilities, and reporting processes.
• Improve efficiency, automation, and governance of investment-related workflows.

Benefits

• Competitive compensation package consisting of base salary and incentive bonus, commensurate with the candidate’s skills and experience.
• Comprehensive medical, dental, and vision coverage.
• HSA.
• 401(k) company match.
• Paid time off.
• Employer-paid life and disability insurance.
• Hybrid work arrangement, with flexible arrangements including remote work potentially considered for the right candidate.

What This Job Offers

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