Investment Analyst

Martello Re•Charlotte, NC

3d•Hybrid

About The Position

This role involves conducting in-depth investment analysis, supporting portfolio construction and management, collaborating with internal and external stakeholders, performing investment research, preparing reports, assessing risks, and improving processes. The position also requires utilizing AI tools to enhance portfolio management and productivity. The company is an equal opportunity employer and follows a hybrid work model. Occasional domestic travel may be required.

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.
Basic knowledge of insurance industry, capital markets, fixed income, and/or alternative investments.
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.
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

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 of investment opportunities, market trends, and portfolio performance using advanced analytical techniques and data modeling.
Support portfolio construction efforts, including assumptions, optimization, strategic asset allocation creation, model management, and performance tracking for various liabilities and new business opportunities.
Support the investment team in managing day-to-day activities for the inforce investment portfolio.
Collaborate effectively with internal teams (Actuarial, Enterprise Risk Management, Finance, Operations) and external asset managers to support investment initiatives.
Track, evaluate, and report on developments in financial markets and their impact on portfolio allocations and strategy.
Prepare comprehensive investment reports, performance analytics, and presentations for senior leadership and investment committee meetings.
Analyze investment risks, monitor compliance with investment guidelines, and support the development of risk management frameworks.
Develop or enhance reporting tools to monitor performance, portfolio allocation relative to strategic asset allocation, risk limits, asset manager mandates, and other key initiatives.
Utilize AI tools to improve portfolio management, drive productivity, and automate rote processes.
Perform other tasks as assigned.