Investment Analytics & Reporting Associate

Martello Re • Charlotte, NC

4d • Hybrid

About The Position

This role is responsible for managing the end-to-end preparation, review, and distribution of investment reports, including portfolio performance summaries and regulatory updates. The Associate will lead continuous improvement initiatives to enhance analytics and reporting efficiency, strengthen internal controls, and reduce operational risk. They will design and deliver regular reporting packages with KPIs that drive investment strategy and allocation decisions, and support the investment team by applying insights from data and analytics to enhance risk-adjusted returns and portfolio construction decisions. The role involves creating and maintaining models for ad hoc analysis, scenario modeling, and trend identification, as well as collaborating with internal stakeholders to design and implement a scalable roadmap for data repositories and analytics systems. Additionally, the Associate will conduct and communicate market and macroeconomic research that informs asset allocation decisions. This position does not have direct reports but may provide mentorship or project support to junior analysts or interns.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related quantitative discipline.
• Minimum of 5 years of relevant experience in investment reporting, analytics, or portfolio management support roles.
• Demonstrated experience in insurance asset management or within the investment function of a financial institution.
• Exceptional attention to detail with the ability to manage multiple deadlines in a fast-paced environment.
• Strong written and verbal communication skills, with the ability to present complex financial data clearly to non-technical audiences.
• Experience working at a life and annuity insurer or reinsurer.
• Familiarity with liability-driven investment strategies and asset-liability modeling.
• Experience with Bermuda regulatory reporting or solvency frameworks.
• Strong problem-solving skills, with the ability to analyze complex data, identify key drivers, and develop practical, well-reasoned solutions.
• Excellent communication and presentation skills, with the ability to clearly articulate complex concepts to a range of audiences, including internal stakeholders, senior leadership, and Board/ELT members.
• Strong proficiency in data analytics tools such as FactSet, Bloomberg, Excel, PowerPoint, SQL, Power BI, or Tableau.
• Understanding of capital markets, investment performance metrics, and portfolio risk analytics.
• Exceptional attention to detail, ensuring accuracy, consistency, and quality in analysis, reporting, and deliverables.
• Highly organized with a strong sense of accountability and ownership.
• Proven ability to collaborate cross-functionally and adapt in a fast-paced, startup-style environment.
• Self-starter with a strong work ethic and commitment to continuous learning.

Responsibilities

• Manage the end-to-end preparation, review, and distribution of monthly, quarterly, and annual investment reports, including portfolio performance summaries and regulatory updates.
• Lead continuous improvement initiatives to enhance analytics and reporting efficiency, strengthen internal controls, and reduce operational risk.
• Design and deliver regular reporting packages with KPIs that drive investment strategy and allocation decisions across business segments.
• Support the investment team by applying insights from data and analytics to enhance risk-adjusted returns and portfolio construction decisions.
• Create and maintain models for ad hoc analysis, scenario modeling, and trend identification across asset classes.
• Collaborate with internal stakeholders to design and implement a scalable roadmap for data repositories and analytics systems supporting the investment function.
• Conduct and communicate market and macroeconomic research that informs asset allocation decisions.
• Perform other tasks as assigned.

What This Job Offers

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