Note: The job is a remote job and is open to candidates in USA. F&G is a national Top Workplace and has been offering annuity and life insurance products since 1959. The Investment Analyst will support the Director of Investments by producing investment-related deliverables, conducting research on new investment ideas, and managing the investment portfolio.
Responsibilities
- Assist in the development and evaluation of investment strategies, incorporating results of asset modeling, reporting, and analysis, ensuring appropriate alignment with ALM, earnings, and capital, while managing to Investment Guidelines
- Provide support for senior members of the Investments team in the evaluation of information used in various asset modeling, portfolio optimization, and trade program process
- Coordinate, automate and manage consolidated reporting for the Company’s investment portfolio
- Help communicate investment directives and needs to the external asset managers in a timely and regular manner
- Liaise with Treasury/Middle Office/Investment Accounting to ensure trade activity is flowing appropriately to downstream systems
- Improve operational efficiency of the cash management process
- Manage the investment data process; automate existing processes; integrate various systems
- Detect and correct data errors coming from the existing database
- Help in the calculation of CECL allowances for impairments
- Collaborate cross-functionally across departments such as Actuarial and Finance FPA to communicate investment activity for use in actuarial modeling and corporate planning and analysis
- Provide ad-hoc analytical requests
Skills
- Bachelor's degree in mathematics, economics, investments or related field
- 1-3 years of investment-related experience
- Expertise in analytic systems linkage and report automation
- Strong capabilities required in MS Excel and PowerPoint; familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar)
- Effective verbal and written communication skills
- Superior analytical and problem-solving skills
- Regular and punctual attendance
- Minimal travel required (less than 10%)
- CFA and/or ASA designation preferable
- Strong capabilities preferred in Bloomberg, BlackRock Aladdin, Clearwater
Benefits
- Ability for in-office, hybrid and remote work arrangements
- Work with your leader to decide what works best for your role
Company Overview