Portfolio Strategy Analyst

1 month ago

Lincoln, United States Ameritas Full time
Position Description:

Assist the Product Portfolio strategist in optimizing our organization's product line asset strategies within the asset liability management process. This position will assist in the analysis, execution, and performance management of derivatives. This exciting role will provide an opportunity to work cross functionally interacting with areas including actuarial, product development, finance/accounting, etc.

Position Location:

This is a hybrid role working partially in-office (Cincinnati, OH or Lincoln, NE) and partially from home.

What you do:
  • Assist in the development and execution of strategies to optimize the financial performance and competitiveness of the product lines. The role will support the portfolio strategist in the periodic development and communication of strategic asset allocation (SAA).
  • Monitor and analyze key financial metrics, then provide recommendations for risk mitigation and portfolio optimization.
  • Assist in stress testing and scenario analysis to assess the impact of changing market conditions on the organization's asset and liability positions.
  • Track investment activity to ensure product lines are kept in a funded status
  • Assist in the tactical asset allocation process
  • Collaborate with the investment team and internal stakeholders to develop and implement effective strategies that align with organization's goals.
  • Assist in the analysis and performance management of derivatives. Serve as a backup on execution.
  • Monitor market trends, economic indicators, and industry developments to identify potential investment opportunities and risks.
  • Participate in Portfolio Management Team meetings representing investments in the ALM process.
  • Prepare investment reports, presentations, and recommendations for senior management and stakeholders.

What you bring:
  • Associate degree or equivalent combination of experience required. Bachelor's degree is preferred as this level of education will be needed to secure CFA Charter (see last bullet).
  • 0-2 years of relevant experience required.
  • Experience with asset liability management or asset management is desired but not required.
  • Experience with (or study of) actuarial science is desired but not required.
  • Experience with fixed income investments is desired but not required.
  • Progress towards CFA Charter desired. Must be willing to pursue CFA Charter in the future. Please note, completion of CFA Charter does require a bachelor's degree. If bachelor's degree is not held at the time of joining, it would be a required step for continued success in this role.

What we offer:

A meaningful mission. Great benefits. A vibrant culture

Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.

At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:

Ameritas Benefits

For your money:
  • 401(k) Retirement Plan with company match and quarterly contribution
  • Tuition Reimbursement and Assistance
  • Incentive Program Bonuses
  • Competitive Pay

For your time:
  • Flexible Hybrid work
  • Thrive Days - Personal time off
  • Paid time off (PTO)

For your health and well-being:
  • Health Benefits: Medical, Dental, Vision
  • Health Savings Account (HSA) with employer contribution
  • Well-being programs with financial rewards
  • Employee assistance program (EAP)

For your professional growth:
  • Professional development programs
  • Leadership development programs
  • Employee resource groups
  • StrengthsFinder Program

For your community:
  • Matching donations program
  • Paid volunteer time- 8 hours per month

For your family:
  • Generous paid maternity leave and paternity leave
  • Fertility, surrogacy, and adoption assistance
  • Backup child, elder and pet care support

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

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