Investment Associate

  • 37967
  • Life - Investments
  • |
  • New Jersey, United States
  • |
  • Aug 14, 2020
  • Develop analysis to assess new investment opportunities.
  • Facilitate in the preparation of written materials to communicate investment strategy, performance, and risk monitoring.
  • Collaborate with Investment Managers and the company’s team to develop investment recommendations based on market conditions and the company’s ALM and capital position.
  • Perform due diligence on asset portfolios that may be acquired in future acquisitions and develop asset strategies for any future reinsurance liabilities.
  • Instruct asset managers with daily and weekly purchase and sale requests based on near-term liquidity forecast and ALM/ SAA driven portfolio directions.
  • Develop automated and efficient reporting to monitor portfolio positions, activity, risk, performance and compliance and explain such information to the company’s senior management, Investment Committee, and Board of Directors.
  • 1-3 year’s professional experience in asset management or financial fields.
  • Strong analytical capabilities.
  • Knowledge of Bloomberg and advanced Excel skills is required.
  • Familiarity with more sophisticated data science techniques is a plus.
  • Very strong written, verbal and interpersonal communications skills to clearly articulate sophisticated concepts, ideas and processes.
  • Presence and credibility to present effectively to key senior management.
  • Willingness to work towards CFA designation is preferred.