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Investments Portfolio Analytics Specialist

1 month ago

Des Moines, Iowa, United States Fidelity & Guaranty Life Insurance Company Full time
Job Title: Investments Portfolio Analytics Analyst

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 role 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.

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, including understanding model capabilities and functionality across asset classes, determining required changes to model inputs, and verifying 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, including portfolio performance vs. targets, book yield vs. original sales targets, and 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 in 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).

About Fidelity & Guaranty Life Insurance Company:

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 us.

We are a national Top Workplace, an Iowa Top Workplace, and a proud equal opportunity employer. We believe that by embracing our values, we will continue to build and strengthen the company while continuing to be a great place to work.