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Investment Portfolio Analytics Manager

2 months ago

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

Position Summary

The 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 preparation of reports for senior leadership and the board. Additionally, the manager will address investment and risk requirements, review security data and analytics, and lead a team of analysts.

Reporting Structure

This position reports directly to the Vice President of Investment Portfolio Analytics and supervises the work of Investment Analysts. The role necessitates substantial collaboration with teams focused on investment strategy, risk management, accounting, actuarial functions, operations, treasury, technology, and key external asset managers.

Key Responsibilities

  • Oversee analytic outputs, model governance, and model stewardship. Collaborate with providers of asset modeling software (e.g., BlackRock Aladdin, FactSet, AXIS, and proprietary models).
  • Assess model capabilities across various asset classes and implement necessary modifications to model inputs.
  • Ensure the precision of cash flow and analytic outputs.
  • Revamp models to enhance the asset allocation decision-making process in conjunction with external managers using advanced software solutions.
  • Examine data and controls related to projected portfolio cash flows to support investment accounting, actuarial modeling, and asset-liability management (ALM).
  • Assist in calculating expected credit loss (CECL) allowances for impairments.
  • Oversee the creation of quarterly board reports, investment committee documentation, investor presentations, and responses to inquiries from rating agencies and regulators.
  • Generate performance and attribution reports, ensuring the accuracy and consistency of key metrics, including:
    • Portfolio performance against targets
    • Book yield relative to original sales goals
    • Insurance premiums received compared to invested amounts
  • Coordinate with partner teams to supply investment-related data for enterprise reporting needs.
  • Manage the investment data workflow; automate existing processes and integrate various systems.
  • Identify and rectify data discrepancies in investment tools while collaborating with other data owners to maintain consistency across platforms.
  • Prepare management reports detailing total fees incurred for investment management services from external managers.
  • Lead a team of Investment Analysts, providing guidance, constructive feedback, coaching, and performance evaluations.

Qualifications and Experience

  • Bachelor's degree in mathematics, economics, finance, or a related discipline.
  • 7+ years of experience in portfolio risk and performance analysis, public fixed income, private investment modeling, or investment data management.
  • Previous leadership experience is preferred.
  • Actuarial experience is advantageous.
  • Familiarity with in-house asset modeling using Python, R, or similar programming languages is preferred.
  • Proficiency in analytic systems integration and report automation.
  • Strong technical, analytical, organizational, and communication skills.
  • Professional designations such as CFA, FRM, CIPM, or CAIA are beneficial.
  • Knowledge of life insurance products (e.g., FIA, MYGA, IUL, etc.) is a plus.

Skills and Abilities

  • Advanced skills in Microsoft Excel (VBA) and SQL; familiarity with Python, Tableau, and Alteryx is also beneficial.
  • Experience with Bloomberg, BlackRock Aladdin, and/or Clearwater is preferred.
  • Demonstrated expertise in fixed income analytics and financial modeling, with the ability to automate and streamline processes.
  • Strong project management capabilities.
  • Exceptional problem-solving skills, including advanced analytical and reasoning abilities.
  • Self-motivated individual with a high level of initiative and energy.
  • Collaborative team player with the ability to work effectively within a small group and across functional teams.
  • Familiarity with Access/database and SQL is advantageous.

Additional Requirements

  • Perform other functions, duties, and projects as assigned.
  • Maintain regular and punctual attendance.
  • Minimal travel is required (less than 10%).

Work Environment

F&G promotes an employee-centric flexible work environment, offering options for in-office, hybrid, and remote work arrangements. During the hiring process, candidates will collaborate with their leaders to determine the best working arrangement for their roles.

About F&G

Since its inception in 1959, Fidelity & Guaranty Life Insurance Company (F&G) has been dedicated to providing annuity and life insurance products aimed at ensuring security in retirement and protection against life's unforeseen events. As a recognized Top Workplace, F&G fosters an empowered, collaborative, dynamic, and authentic team culture, believing that these values will continue to strengthen the company and enhance the workplace experience.