Senior Portfolio Analyst -- Structured Products

Venerable

112d

About The Position

As a Senior Portfolio Analyst this role requires your understanding of various aspects of the investment portfolio, investment strategies, and risk analysis as well as interfacing with external investment managers, internal business partners and senior leadership. Venerable currently adheres to a 3 day in-office/2 days work from home hybrid work schedule. Work location is at our West Chester, PA office.

Requirements

• Minimum 2 - 5 years as a Structured Products and/or Real Estate Portfolio Analyst.
• Bachelor’s degree in Business, Finance, Risk Management, Actuarial Science, Data Analytics, or related field.
• Experience with one or more of the following asset classes required: ABS, CLOs, CMBS, RMBS, Commercial/Residential mortgage whole loans.
• Knowledge of asset-liability management, insurance company regulations, and insurance capital frameworks, variable annuity products/liabilities a plus.
• Experience with Intex and Bloomberg preferred; Clearwater and BlackRock Aladdin a plus.
• Highly analytical, strong oral and written communication skills, detail-oriented with strong problem-solving skills, able to work in fast-paced entrepreneurial environment.

Nice To Haves

• Chartered Financial Analyst or progress towards CFA designation or Actuarial designation a plus.

Responsibilities

• Support regular surveillance efforts of the Structured Products and Whole Loan portfolios for reporting to internal/external stakeholders.
• Development and enhancement of asset portfolio processes to ensure accuracy across cash flow models and attribute book yields under Statutory accounting framework.
• Development and enhancement of new and existing investment portfolio dashboards and asset reporting.
• Partnership with internal data teams to provide information flow for portfolio analysis and quality assurance of mission-critical data inputs.
• Demonstrating understanding of key factors of investment income and yield component of earnings, capital, or other financial metrics and communicate results as needed.
• Supporting oversight of compliance with the Investment Management Agreements with external investment managers as well as compliance with any Investment Guidelines and Investment Policies.
• Understanding of relative value and investing under an insurance capital framework.
• Interfacing with Risk, Investment Operations, Treasury, and Finance teams as needed.
• Maintaining understanding of product liability structures, asset-liability management needs and relevant legal entity structure, including Reinsurance trusts.
• Analyzing cash flow, duration or other ALM needs and assisting the Portfolio Manager in incorporating needs into investment strategies and investment portfolio management.
• Contributing to liquidity management, including monitoring daily liquidity needs and the Reinsurance Trusts, recommending and implementing actions needed to maintain appropriate levels of liquidity, interfacing with Treasury on short and long-term cash needs and projections, and maintaining potential FHLB borrowing program.
• Sustaining knowledge concerning industry or peer activities and trends relating to Insurance investment portfolios, demonstrating an understanding of the implications for Venerable.

Benefits

• Competitive Compensation
• Benefits
• Current Hybrid Work Schedule
• Generous PTO Package

What This Job Offers

• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees