Director of Investment Finance and Analysis

4 days ago

West Des Moines, Iowa, United States Athene Full time
About the Role

Athene is a leading retirement services company seeking a highly skilled Director of Investment Finance and Analysis to join our team. As a key member of our Investment Finance team, you will be responsible for overseeing investment analysis, quarterly/annual investment disclosures, and process improvements and automation.

Key Responsibilities
  • Oversee investment reporting on a GAAP and Statutory basis, with a focus on management view results
  • Prepare quarterly and annual 10Q/10K investment disclosures
  • Support the financial analysis of operating results, balance sheets, and other key performance indicators on a monthly and quarterly basis
  • Collaborate with Investor Relations to prepare for external presentations and respond to investor/analyst questions
  • Conduct deep dive analysis of specific targeted areas to understand and explain investment results to management
  • Maintain process documentation and support audit requests
  • Support strategic initiatives and transactions impacting investment reporting
  • Assist in data capabilities and process enhancements
  • Assist in providing management with recommendations to enhance financial results based on financial analysis
  • Support transformation within the Investment Finance area enhancing investment reporting capabilities
  • Build and foster close relationships with Apollo, ISG, Investment Accounting, Financial Reporting, Investor Relations, and IT
  • Develop and lead a team of professionals by setting expectations, mentoring and coaching, driving results, sharing strategic direction, collaborating, and communicating effectively
Requirements
  • 7+ years of directly related technical/professional experience
  • 4+ years of people leadership experience
  • Advanced knowledge with Excel
  • Knowledge of investment types and related reporting
  • Knowledge of GAAP and Statutory financial accounting requirements
  • Demonstrated problem solving skills and process improvement experience
  • A strong detailed orientation while being able to see how the details impact the larger strategic objectives of the company
  • Excellent communication and presentation skills, with the ability to influence senior management and stakeholders
  • Bachelors degree in Accounting and/or Finance

  • Equities Investment Analyst

    3 days ago

    Des Moines, Iowa, United States Principal Financial Group, Inc. Full time

    Job DescriptionWe are seeking a highly motivated and detail-oriented Equities Investment Analyst to join our team at Principal Financial Group, Inc. for a summer internship.Key ResponsibilitiesAssist in the analysis of equity investments, including fundamental research and data analysis.Support the development of investment strategies and...

  • Equities Investment Analyst

    2 weeks ago

    Des Moines, Iowa, United States Principal Financial Group, Inc. Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Equities Investment Analyst to join our team at Principal Financial Group, Inc. for a summer internship. As an Equities Investment Analyst Intern, you will have the opportunity to work closely with our experienced investment professionals and gain hands-on experience in the equity investment...

  • Investment Portfolio Assistant

    7 days ago

    Des Moines, Iowa, United States Principal Financial Group, Inc. Full time

    Job DescriptionWe are seeking a highly motivated and detail-oriented individual to join our team as an Equities Intern. As a key member of our equity research team, you will have the opportunity to work closely with our experienced analysts and gain hands-on experience in the investment process.Key ResponsibilitiesAssist in the development of investment...

  • Lead Accountant

    1 week ago

    Des Moines, Iowa, United States Principal Financial Group, Inc. Full time

    Senior Financial Accountant - Investment Management TeamWe are looking for a Senior Financial Accountant to join our Investment Management team. This position requires leveraging accounting expertise to tackle business challenges while collaborating with various departments within the organization. Key responsibilities include financial analysis, transaction...

  • Investment Accounting Senior Specialist

    1 week ago

    Des Moines, Iowa, United States Principal Financial Group, Inc. Full time

    Senior Financial Accountant - Investment Operations TeamWe are looking for a Senior Financial Accountant to become part of our Investment Operations team. This position requires the application of accounting expertise to tackle business challenges while working collaboratively across various departments within the organization. Key responsibilities encompass...

  • Senior Financial Accountant

    2 weeks ago

    Des Moines, Iowa, United States Principal Financial Group, Inc. Full time

    Senior Financial Accountant - Investment Management TeamWe are looking for a Senior Financial Accountant to become a vital part of our Investment Management team. This position requires the application of financial expertise to tackle business challenges while working collaboratively across various departments within the organization. Key responsibilities...

  • Investment Accounting Operations Specialist

    3 days ago

    West Des Moines, Iowa, United States Sammons Financial Group Full time

    Job SummaryWe are seeking a highly skilled Investment Accounting Operations Specialist to join our team at Sammons Financial Group. As a key member of our investment operations team, you will be responsible for overseeing the cash application process, applying complex trades, and supporting our Operations leadership.Key ResponsibilitiesOversee the timely and...

  • Senior Investment Analyst

    2 weeks ago

    West Des Moines, Iowa, United States Sammons Financial Group Full time

    Job SummaryWe are seeking a highly skilled Senior Investment Analyst to join our Asset Management team at Sammons Financial Group. As a key member of our team, you will be responsible for contributing to the oversight and management of outsourced investment mandates by performing quantitative and qualitative analysis and research for assigned Core fixed...

  • Senior Investment Analyst

    1 week ago

    West Des Moines, Iowa, United States Sammons Financial Group Full time

    Job SummaryWe are seeking a highly skilled Senior Investment Analyst to join our Asset Management team at Sammons Financial Group. As a key member of our team, you will be responsible for contributing to the oversight and management of outsourced investment mandates.Key ResponsibilitiesContribute to the oversight and management of outsourced investment...

  • Investment Solutions Portfolio Manager

    2 weeks ago

    Des Moines, Iowa, United States Reinsurance Group of America Full time

    Position Overview:The Investment Solutions division is tasked with the development, recommendation, and execution of investment strategies driven by liabilities. This includes portfolio construction and adjustments aimed at facilitating the acquisition of new reinsurance business. These strategies and their corresponding portfolios must align with business...

  • Investment Solutions Portfolio Manager

    2 weeks ago

    Des Moines, Iowa, United States Reinsurance Group of America Full time

    Position OverviewThe Investment Solutions division is responsible for formulating, recommending, and implementing liability-driven investment strategies. This includes portfolio construction and adjustments aimed at facilitating the acquisition of new reinsurance business. These strategies and their corresponding portfolios must align with business...

  • Investment Solutions Portfolio Manager II

    2 weeks ago

    Des Moines, Iowa, United States Reinsurance Group of America Full time

    Position Overview:The Investment Solutions team is dedicated to crafting, proposing, and implementing liability-driven investment strategies. This includes portfolio construction and adjustments aimed at facilitating the acquisition of new reinsurance business. These strategies and their corresponding portfolios are designed to align with business...

  • Senior Accountant

    2 weeks ago

    Des Moines, Iowa, United States Principal Financial Group, Inc. Full time

    About the RoleWe are seeking a highly skilled Senior Accountant to join our Investment Accounting team at Principal Financial Group, Inc. This is a critical role that requires a deep understanding of accounting principles and expertise in financial analysis.Key ResponsibilitiesApply sophisticated accounting analysis in accordance with generally accepted...

  • Investment Portfolio Analytics Manager

    1 week ago

    Des Moines, Iowa, United States Fidelity & Guaranty Life Insurance Company Full time

    Job OverviewPosition SummaryThe Investment Portfolio Analytics Manager is tasked with enhancing and managing F&G's investment data and portfolio analytics framework. This role involves engaging with analytical models to generate insights that inform investment strategies and actuarial assessments, overseeing analytical assumptions, and managing the...

  • Manager of Investment Analytics and Reporting

    2 weeks ago

    Des Moines, Iowa, United States Fidelity & Guaranty Life Insurance Company Full time

    Job OverviewPosition SummaryThe Investment Portfolio Analytics Manager plays a crucial role in enhancing and maintaining the investment data and analytics framework at F&G. This position involves engaging with analytical models to generate insights that inform investment strategies and actuarial assessments. The manager will be responsible for overseeing...

  • Financial Planning and Analysis Specialist

    2 weeks ago

    West Des Moines, Iowa, United States UnityPoint Health Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Analyst to join our team at UnityPoint Health. This is an exciting opportunity to contribute to the financial success of our organization and work in a dynamic and fast-paced environment.Key ResponsibilitiesCollaborate with operational leaders to develop comprehensive financial plans...

  • Senior Accountant

    2 days ago

    Des Moines, Iowa, United States Principal Financial Group Full time

    About the RoleWe are seeking a highly skilled Senior Accountant to join our Investment Accounting team at Principal Financial Group. As a key member of our team, you will be responsible for applying your knowledge of accounting standards and expertise to tackle complex business problems.Key ResponsibilitiesApply sophisticated accounting analysis in...

  • Audit Services Internship

    7 days ago

    Des Moines, Iowa, United States Wellmark Blue Cross and Blue Shield Full time

    About the RoleWe are seeking a highly motivated and detail-oriented individual to join our Audit Services team as an Intern. As a key member of our team, you will assist in the development and implementation of audit plans, conduct financial and operational audits, and provide recommendations for process improvements.Key ResponsibilitiesAssist in the...

  • Associate, Investment Operations Specialist

    7 days ago

    Des Moines, Iowa, United States Principal Financial Group Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Associate, Investment Operations to join our team at Principal Financial Group. In this role, you will have the opportunity to support the lifecycle of investments, ensuring seamless execution and reporting.Key ResponsibilitiesIndependently process transactions with minimal guidance, including...

  • Investment Portfolio Analytics Specialist

    1 week ago

    Des Moines, Iowa, United States Fidelity & Guaranty Life Insurance Company Full time

    Job OverviewPosition SummaryThe Investment Portfolio Analytics Specialist role is designed to assist the VP of Investments Portfolio Analytics in enhancing and managing F&G's investment portfolio analytics framework. This position entails the evaluation and validation of risk analytics, generating reports for management and board presentations, and...