Investment Quant & Data Senior Associate

Resolution Life • New York, NY

1d • Hybrid

About The Position

We’re looking for a motivated, analytically strong professional to take increased ownership of investment modelling, data analytics, and reporting across Resolution Life’s insurance portfolios. This role is suited to a candidate with 3+ years of relevant experience who can lead day-to-day delivery of EPA (Externally Projected Assets) projections, partner with stakeholders across Investments, Risk, Actuarial and Finance, and drive continuous improvement in tools, controls, and processes.

Requirements

• Degree in a quantitative or analytical field (Math, Economics, Engineering, Finance, Data Science, etc.).
• 3+ years of relevant experience in investment analytics, ALM, insurance asset modelling, or a related quantitative role.
• Demonstrated knowledge of the EPA (Externally Projected Assets) process, including hands-on experience with an EPA tool (BondEdge or equivalent) and associated controls and governance.
• Strong data and modelling capability, including advanced Excel and experience with Python and/or SQL (or equivalent) to automate and scale analytics.
• Bloomberg knowledge preferred, including ability to source, interpret, and validate market and security reference data.
• Strong analytical, problem-solving, and communication skills, with the ability to manage deliverables end-to-end, prioritize effectively, and influence stakeholders.

Nice To Haves

• Strong knowledge of fixed income instruments and insurance-related portfolios, including understanding of asset cashflows and key risk measures.
• Experience building robust, well-controlled analytics (e.g., Python/SQL/Excel VBA) and improving processes through automation and standardization.
• Working knowledge for Blackrock Aladdin or any other Investment Management systems
• Qualified or part-qualified CFA and/or actuarial qualification.

Responsibilities

• Own the preparation, maintenance, and governance of EPA (Externally Projected Assets) projections for investment portfolios, including documenting methodology, assumptions, and controls.
• Lead asset cashflow modelling for fixed income portfolios across U.S. and Bermuda balance sheets, ensuring outputs are fit-for-purpose for ALM, valuation, and risk use cases.
• Manage modelling inputs, assumptions, and asset-level data used in investment and risk analytics; establish robust version control, audit trails, and validation checks.
• Oversee data preparation, validation, and reconciliation across internal systems, Bloomberg, and modelling platforms (including EPA tools such as BondEdge or equivalent); investigate breaks and drive timely resolution.
• Act as a key point of contact for investment analytics support to Actuarial and Investment teams, including regulatory, valuation, and management reporting deliverables.
• Drive process improvement and automation (e.g., Excel/Python/SQL) to enhance efficiency, scalability, and control of analytics and reporting workflows; contribute to tool and vendor evaluations where relevant.
• Partner with colleagues across Investments, Risk, Actuarial, Finance, and external asset managers; provide oversight on deliverables, support junior team members where applicable, and communicate insights clearly to senior stakeholders.

Benefits

• Resolution Life US offers a comprehensive benefits package, including our health & wellness program, incentive and recognition programs, and 401k contribution (all benefits are subject to eligibility requirements).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees