Director

  • 38893
  • Life - Investments
  • |
  • New York, United States
  • |
  • Jan 18, 2021
Insurance
RESPONSIBILITIES
  • Liaise with the actuarial & investment risk teams, and external managers, to get the inputs needed to run the SAA analysis
  • Build proficiency in setting up and running the SAA tool & analysis
  • Familiarity with the Conning SAA tool preferred
  • Support the team in providing investment related inputs for the Plan
  • Optimize around the SAA for current market conditions to support product pricing
  • Track purchase allocation and yields vs priced allocation and yields
  • Transaction blotter, tag assets purchased, reconcile with external managers
  • Liaise with Treasury/Middle Office/Investment Accounting
  • Improve operational efficiency of the cash management process
  • Communicate with external managers to get cash invested
  • Create process and maintain asset segmentation by entity/line of business to ensure alignment with earnings/ALM targets
  • Create investment reporting tools out of Clearwater
  • Liaise with internal cross functional teams to vet new investments
  • Project manage process from ideation to implementation
  • Create and maintain documentation
  • Reporting to various constituents like the Board, Investment Committee, rating agencies, regulators
  • Support annual processes
  • Serve as Project Manager and assist with the production of all investment related deliverables
  • Provide ad-hoc analytical requests
QUALIFICATIONS
  • Bachelor’s degree in mathematics, economics, investments or related field.
  • 4-7 years of investment-related experience with a minimum of 3 years’ experience working within the investments team of an insurance company or insurance asset manager
  • Knowledge of capital markets, fixed income asset classes, alternatives and insurance liabilities
  • Demonstrated strong technical and financial modeling skills with the ability to automate/streamline current processes
  • Strong capabilities required in MS PowerPoint, Excel, SQL, VBA, Access/database, Bloomberg and FactSet
  • Strong capabilities preferred in Python, Alteryx, Tableau, Conning’s SAA tool, Moody’s Risk Frontier, BlackRock Aladdin, Clearwater
  • Effective verbal and written communication skills
  • Superior analytical and problem solving skills
  • Team player who is comfortable working in a dynamic, entrepreneurial
  • CFA designation; Master’s in finance/business