Senior Investment Analyst

About Martello Re

At Martello Re, we are building a distinctive reinsurance offering grounded in exceptional client service, innovative solutions, and advanced data analytics. We are committed to attracting top talent and empowering individuals to make meaningful contributions while advancing their careers. Our dynamic, high-energy environment fosters collaboration and encourages bold thinking at all levels. At the same time, we maintain a steadfast focus on long‑term financial strength to serve the best interests of our cedants and their policyholders.

The Senior Investment Analyst will play a meaningful role in portfolio construction, new business pricing, ongoing portfolio management, and infrastructure buildout within a growing, sophisticated reinsurance platform. Reporting directly to an Associate Portfolio Manager, the Investment Analyst is a core member of the investment team and will contribute to real‑world investment decision‑making, portfolio construction and strategy, and cross‑functional initiatives.

• Conduct In-Depth Investment Analysis:
  Perform comprehensive analysis of investment opportunities, market trends, and portfolio performance using advanced analytical techniques and data modeling.
• Portfolio Construction & Pricing: support portfolio construction efforts throughout the entire life cycle, including assumptions, optimization, strategic asset allocation creation, model management, and performance tracking for a robust pipeline of pension risk transfer (PRT) and other new business opportunities.
• Portfolio Management:
  Support the investment team in managing day‑to‑day activities for the inforce PRT investment portfolio.
• Stakeholder
  
  Collaboration:
  
  Collaborate effectively with internal teams including Actuarial, Enterprise Risk Management, Finance, Operations, and external asset managers to support investment initiatives.
• Investment Research & Market Analysis:
  Track, evaluate, and report on developments in financial markets and their impact on portfolio allocations and strategy.
• Reporting & Communication:
  Prepare comprehensive investment reports, performance analytics, and presentations for senior leadership and investment committee meetings.
• Risk Assessment & Monitoring:
  Analyze investment risks, monitor compliance with investment guidelines, and support the development of risk management frameworks.
• Process Improvement:
  Develop or enhance reporting tools to monitor performance, portfolio allocation relative to strategic asset allocation, risk limits, asset manager mandates and other key initiatives.
• Other tasks as assigned.

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Data Analytics, or related quantitative field.
• 3–5 years of experience in investments, asset management, insurance/reinsurance, or related financial services role.
• Progress toward or completion of professional designations (e.g., CFA) preferred but not required.
• Experience with investment performance analysis and portfolio management concepts.
• Familiarity with insurance industry investments or liability‑driven investing preferred.
• Experience working with large datasets and complex financial models.

• Strong proficiency in Microsoft Excel, including financial modeling and analytical tools.
• Working knowledge of insurance industry, capital markets, fixed income, and/or alternative investments preferred.
• Familiarity with portfolio analytics, asset allocation concepts, and investment performance metrics.
• Proficiency in data visualization tools such as Power BI, Tableau, or similar platforms.
• Excellent analytical and quantitative skills with high attention to detail.
• Ability to take initiative, work independently, and manage multiple projects simultaneously in a fast‑paced environment.
• Comfort with uncertainty and the ability to solve complex, open‑ended problems.
• Excellent written and verbal communication skills, with the ability to clearly convey analytical insights.
• Intellectual curiosity and strong interest in financial markets, portfolio construction, and investment strategy.

• This position does not have…