Investment Analyst

Prosperity Life Group, LLC.•Miami, FL

2d•Hybrid

About The Position

We’re looking for a Investment Analyst who will play a critical role in executing Prosperity Life’s investment strategy. In this role, you’ll work as part of the Office of the CIO to oversee investment management. You’ll be responsible for working as part of a team to oversee strategy execution, credit surveillance, and asset liability management (ALM) risk. This role will build and produce both ongoing and ad hoc reporting and analysis.

Requirements

Bachelor’s degree in finance, accounting, or related field of study; 2-5 years of progressively responsible related experience in investment management, accounting, investment banking; or equivalent combination of education and/or experience.
Advanced Excel/modeling capabilities; ability to synthesize complex data into clear insights and recommendations.
Strong knowledge of liquid credit and private markets
Exhibits 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 both in a team setting, and independently with minimal supervision
Possesses strong analytical and problem-solving skills.
Well-organized, assertive, self-motivated and be able to prioritize in a fast-paced environment.
Proactive approach, ability to think creatively about problems and use initiative to propose new, practical strategies/solutions is essential.

Nice To Haves

Progress or achievement of Chartered Financial Analyst (CFA) designation or MBA is a plus.

Responsibilities

Monitors and assesses performance of investment managers.
Communicates asset allocation strategies.
Build credit surveillance processes.
Identify and track key performance indicators.
Contributes perspectives on the investment environment to assist in portfolio construction and investment strategy.
Assess impacts to liquidity, asset liability management, and regulatory capital.
Reviews portfolio risk metrics and develops strategies to maximize yield while controlling risk variables.
Develops strategies to implement Strategic Asset Allocation output.
Monitors portfolio metrics vs asset allocation targets.
Reviews purchases and sales of investments.
Analyze investment impacts to NAIC RBC and statutory capital, leading capital adequacy insights and governance across entities
Reviews and analyzes investment reports in order to contribute to investment decisions.
Partners with accounting on impairment and valuation topics, etc.
Identifies and mitigates risks in the overall investment process.
Prepare investment reporting and insights for senior leadership, including market updates, investment performance, capital impacts, and emerging risks.
Translates complex analytics into clear, actionable insights for senior leadership, executive committees, Board, and non-technical audiences.
Support development of materials for executive committees 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.
Effectively manages ownership for investment inputs required by other departments (i.e. corporate projection model, actuarial models, etc.).
Provide insights to support decision-making 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