Investment Associate

Investment Associate

We are searching for an experienced Investment Associate at our Connecticut office.

Investment Associate Full Time Norwalk, CT

Wilton Re is an industry leader in the life (re) insurance space, specializing in the acquisition of in force life insurance and annuities. We are experienced industry specialists focused on the risk, capital and operational needs of our clients’ businesses. We provide our clients with the services they need ranging from in force transactions and product development to underwriting and new business strategies.

Wilton Re has the resources and expertise to pursue and successfully manage the largest life and annuity transactions in the market.

The Investment Associate will work directly with the CIO and Vice Presidents of the investment department and will be focused on responding to quantitative asset-related inquiries from other business groups. It is expected that the Investment Associate will have consistent interaction with finance, audit, new business, and actuarial departments. In addition, the Investment Associate will interface with Wilton Re’s external investment managers, investment consulting firm, accounting services provider, and internal and external auditors.

The Investment Associate will assist the VPs of Investments and CIO primarily in collecting, streamlining, examining and presenting data related to Wilton Re’s holdings across all asset classes. The role will be the primary curator of financial data quality, and will be responsible for organizing and aggregating data sourced from investment accounting providers, asset managers, and external consultants. The data outputs of this individual will be used to compile internal and external reporting and to inform investment decisions.

The Investment Associate will assist with the investment portfolio’s location in the US and Bermuda.

• Assist CIO and VPs of Investments in gathering, refining and organizing data necessary for the group to fulfil reporting needs, strategic needs, and responding to data requests from other business groups.
• Use data in all investment department responsibilities including aligning overall investment strategy with asset allocation driven portfolio construction, ALM, and Wilton Re’s risk appetite, and capital objectives.
• Work closely with investment consultant and asset managers on data harmonization and ongoing quality management.
• Assist in development of robust portfolio compliance monitoring including coding Investment Guidelines, tracking general account and trust conformance and maintaining compliance history.
• Assist in developing more efficient process of monitoring investment portfolio risk and reporting on the Investment portfolio’s performance.
• Assist in preparation of presentations to the board of directors, rating agencies, and regulators.
• Support early stages of new business asset restructures.
• Develop a strong understanding of the characteristics of the investment portfolio.
• Assist other members of investment department with new portfolio and/or asset manager onboarding.
• Spearhead development of analytical and monitoring tools to assist in these efforts.

• Minimum two years of relevant working experience within the financial services industry, insurance industry, or other numerical-data intensive role; asset management and life insurance experience is a plus.
• Superior technical skills in Microsoft Excel, particularly in organizing and analysing large data sets. VBA programming and AI incorporation are a plus.
• Ability to develop relationships across the organization.
• Internally motivated and high attention to detail with a high level of responsiveness.
• Ability to prioritize and change direction on a project or request quickly.
• Interest in capital markets, familiarity with fixed income, investment accounting software (Clearwater), and/or asset liability management is a plus.

Bachelor’s Degree in Data Science, Data Analytics, Finance, Economics, Accounting, Mathematics, or a quantitatively oriented related field; progress towards an advanced degree and/or…