Note: The job is a remote job and is open to candidates in USA. Prosperity Life is a fast-growing, privately held insurance company aiming to become a leading U.S. retail platform. The Investment Analyst will play a critical role in executing the company's investment strategy, overseeing investment management, and performing credit surveillance and asset liability management.
Responsibilities
- Monitors and assesses performance of investment managers
- Communicates asset allocation strategies
- Build credit surveillance processes
- Identify and track key performance indicators
- Contributes perspectives on the investment environment to assist in portfolio construction and investment strategy
- Assess impacts to liquidity, asset liability management, and regulatory capital
- Reviews portfolio risk metrics and develops strategies to maximize yield while controlling risk variables
- Develops strategies to implement Strategic Asset Allocation output
- Monitors portfolio metrics vs asset allocation targets
- Reviews purchases and sales of investments
- Analyze investment impacts to NAIC RBC and statutory capital, leading capital adequacy insights and governance across entities
- Reviews and analyzes investment reports in order to contribute to investment decisions
- Partners with accounting on impairment and valuation topics, etc
- Identifies and mitigates risks in the overall investment process
- Prepare investment reporting and insights for senior leadership, including market updates, investment performance, capital impacts, and emerging risks
- Translates complex analytics into clear, actionable insights for senior leadership, executive committees, Board, and non-technical audiences
- Support development of materials for executive committees and Board-level discussions
- Collaborate with FP&A, actuarial, treasury, tax, accounting, and product teams to embed investment considerations into planning, pricing, and strategic initiatives
- Effectively manages ownership for investment inputs required by other departments (i.e. corporate projection model, actuarial models, etc.)
- Provide insights to support decision-making on new business and organizational priorities
- Drive enhancements to investment analytics, modeling capabilities, and reporting processes
- Improve efficiency, automation, and governance of investment-related workflows
Skills
- Bachelor's degree in finance, accounting, or related field of study; 2-5 years of progressively responsible related experience in investment management, accounting, investment banking; or equivalent combination of education and/or experience
- Advanced Excel/modeling capabilities; ability to synthesize complex data into clear insights and recommendations
- Strong knowledge of liquid credit and private markets
- Exhibits ability to conduct ongoing independent research into market trends and activity
- Strong ability to communicate technical concepts clearly and partner effectively across functions
- Ability to work efficiently both in a team setting, and independently with minimal supervision
- Possesses strong analytical and problem-solving skills
- Well-organized, assertive, self-motivated and be able to prioritize in a fast-paced environment
- Proactive approach, ability to think creatively about problems and use initiative to propose new, practical strategies/solutions is essential
- Progress or achievement of Chartered Financial Analyst (CFA) designation or MBA is a plus
Benefits
- Competitive compensation package comprised of base salary and incentive bonus; compensation will be commensurate with candidate’s skills and experience.
- A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance.
- Hybrid work arrangement: this role is based in our Miami office but flexible arrangements (including remote work) may be considered for the right candidate.
Company Overview