Investments Portfolio Analytics Analyst

2 weeks ago

Des Moines, United States Fidelity & Guaranty Life Insurance Company Full time
Job DescriptionJob Description

Job Summary

The Investments Portfolio Analytics Analyst position will support the VP, Investments Portfolio Analytics to optimize and support F&G's investment portfolio analytics platform. This position will be responsible for reviewing and validating risk analytics, creating reports to support management and board reporting, investment and risk requirements, and producing and/or reviewing security data and analytics. There will be significant interaction with investment strategy, investment risk, investment accounting, operations, treasury and technology teams.

Duties and Responsibilities

  • Create, reconcile, scrub, and maintain investment holdings and transaction data using investment's technology (i.e., FactSet, Bloomberg, Aladdin), the accounting platform (Clearwater), and Blackstone provided data
  • Responsible for the analytic outputs and model governance and ownership
    • Understand model capabilities and functionality across asset classes
    • Determine required changes to model inputs
    • Verify accuracy of cash flow and analytics outputs
  • Liaise with platform providers to determine and set up standard for internal use cases, become super-user, and support internal teams in their system usage
  • Leverage internal tools to produce quarterly board reports and investment committee materials
  • Create returns and attribution reports ensuring accuracy and consistency of metrics
    • Portfolio performance vs. targets
    • Book yield vs. original sales targets
    • Insurance premiums received vs. invested
  • Generate forecasted portfolio cash flows to support investment accounting, actuarial modeling, ALM, and cash management
  • Coordinate with partner teams to provide investment related data for enterprise reporting requirements
  • Partner with Treasury/Middle Office/Investment Accounting to ensure trade activity is flowing appropriately to downstream systems
  • Improve operational efficiency of the cash management process
  • Support the investment data process which includes the automation of existing processes and integrating various systems
  • Detect and correct data errors in the investment tools and interface with other investment related data owners to ensure consistency across platforms
  • Assist with the calculation of CECL allowances for impairments
  • Support annual rating agency survey creation
  • Create reports for management detailing total fees paid for investment management services from external managers
  • Provide ad-hoc analytical requests

Experience and Education Requirements

  • Bachelor's degree. Mathematics, economics, investments or related field (preferred)
  • 3-5 years of portfolio risk and performance analysis, public and private investment modeling, and/or investment data related experience
  • Expertise in analytic systems linkage and report automation
  • CFA, FRM, CIPM, and/or CAIA designation (beneficial)

Skills and Abilities

  • Strong capabilities required in MS Excel and PowerPoint
  • Familiarity with Access/database, SQL, VBA
  • Strong capabilities in Bloomberg, BlackRock Aladdin, and/or Clearwater (preferred)

#JB-1 #LI-Remote

Additional Information

Work Environments

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.

F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com.

Join our employee-centric hybrid work environment: F&G Careers

About F&G

Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events.

As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.

1Top Workplaces USA 2022 – 2023

2Des Moines Register Top Workplaces 2018 – 2022

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