Senior Investment Analyst

Martello Re•Charlotte, NC

5h•Hybrid

About The Position

Essential Duties and Responsibilities Conduct In-Depth Investment Analysis: Perform comprehensive analysis of investment opportunities, market trends, and portfolio performance using advanced analytical techniques and data modeling Portfolio Construction & Pricing: support portfolio construction efforts throughout the entire life cycle, including assumptions, optimization, strategic asset allocation creation, model management, and performance tracking for a robust pipeline of pension risk transfer (PRT) and other new business opportunities Portfolio Management: Support the investment team in managing day-to-day activities for the inforce PRT investment portfolio Stakeholder Collaboration: Collaborate effectively with internal teams including Actuarial, Enterprise Risk Management, Finance, Operations, and external asset managers to support investment initiatives Investment Research & Market Analysis: Track, evaluate, and report on developments in financial markets and their impact on portfolio allocations and strategy Reporting & Communication: Prepare comprehensive investment reports, performance analytics, and presentations for senior leadership and investment committee meetings Risk Assessment & Monitoring: Analyze investment risks, monitor compliance with investment guidelines, and support the development of risk management frameworks Process Improvement: Develop or enhance reporting tools to monitor performance, portfolio allocation relative to strategic asset allocation, risk limits, asset manager mandates and other key initiatives Other tasks as assigned

Requirements

Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Data Analytics, or related quantitative field
3–5 years of experience in investments, asset management, insurance/reinsurance, or related financial services role
Experience with investment performance analysis and portfolio management concepts
Strong proficiency in Microsoft Excel, including financial modeling and analytical tools
Familiarity with portfolio analytics, asset allocation concepts, and investment performance metrics
Proficiency in data visualization tools such as Power BI, 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

Nice To Haves

Progress toward or completion of professional designations (e.g., CFA) preferred but not required
Familiarity with insurance industry investments or liability-driven investing preferred
Experience working with large datasets and complex financial models
Working knowledge of insurance industry, capital markets, fixed income, and/or alternative investments preferred
Intellectual curiosity and strong interest in financial markets, portfolio construction, and investment strategy

Responsibilities

Conduct In-Depth Investment Analysis: Perform comprehensive analysis of investment opportunities, market trends, and portfolio performance using advanced analytical techniques and data modeling
Portfolio Construction & Pricing: support portfolio construction efforts throughout the entire life cycle, including assumptions, optimization, strategic asset allocation creation, model management, and performance tracking for a robust pipeline of pension risk transfer (PRT) and other new business opportunities
Portfolio Management: Support the investment team in managing day-to-day activities for the inforce PRT investment portfolio
Stakeholder Collaboration: Collaborate effectively with internal teams including Actuarial, Enterprise Risk Management, Finance, Operations, and external asset managers to support investment initiatives
Investment Research & Market Analysis: Track, evaluate, and report on developments in financial markets and their impact on portfolio allocations and strategy
Reporting & Communication: Prepare comprehensive investment reports, performance analytics, and presentations for senior leadership and investment committee meetings
Risk Assessment & Monitoring: Analyze investment risks, monitor compliance with investment guidelines, and support the development of risk management frameworks
Process Improvement: Develop or enhance reporting tools to monitor performance, portfolio allocation relative to strategic asset allocation, risk limits, asset manager mandates and other key initiatives
Other tasks as assigned

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