Insurance Investment Principal

Insurance Investment Principal

At PALMS Insurance, a Next Era Energy company, we specialize in offering customized insurance solutions that address the unique needs of our clients. Our commitment to excellence, reliability, and customer satisfaction sets us apart as a trusted provider in the insurance industry. Are you ready to make a meaningful difference? Become a part of our team today.

Position Specific

Description:

The Insurance Portfolio Investment Analyst supports the management and oversight of the insurance company's general account investment portfolio, which includes primarily investment grade fixed income, government-backed securities, and private market investments (e.g., private credit and private equity). This role focuses on portfolio analysis, monitoring, reporting, and operational support, while developing into a broader investment professional with exposure to asset allocation, manager selection, and insurance-specific investment considerations.

The individual interfaces with external asset managers, consultants, custodians, and internal stakeholders including Accounting, Risk, Actuarial, and Finance to ensure effective portfolio management aligned with regulatory and liability-driven objectives.

Key Responsibilities:

• Portfolio Monitoring & Reporting
• Operations & Portfolio Management Support
• Portfolio Strategy & Analytics
• Manager Oversight & Due Diligence
• Special Projects

Skills and Experience:

Understanding of institutional investment management, with exposure to fixed income, equities, and private markets;
Knowledge of investment concepts including performance measurement, risk analysis, and portfolio construction;
Familiarity with investment grade credit, structured products, and government-backed securities preferred;
Basic understanding of insurance company investment considerations, including statutory accounting, capital requirements, and asset-liability management (P&C experience preferred);
Exposure to private markets (private equity, private credit) is a plus;
Strong analytical and quantitative skills, including proficiency in Excel and financial modeling;
Knowledge of macroeconomic and capital market dynamics;
Excellent written and verbal communication skills, with experience preparing presentations;
High attention to detail and strong organizational capabilities;
Ability to manage multiple priorities and meet deadlines in a fast-paced environment;
Self-starter with the ability to work independently and collaboratively across teams.

Job Overview:
This position identifies, coordinates, and leads the bidding process for standard and non-standard full requirement transactions. Employees in this role manage profit and loss for a portion of the full requirements portfolio by monitoring performance, being aware of market rules and conditions, and optimizing hedge and deal positions.

Job

Duties & Responsibilities:

• Monitors and reports Profit and Loss of existing transactions, including maintenance and creation of forward price curves
• Works with Origination and Structuring team to develop and close structured full requirement transactions
• Manages bidding processes for assigned markets
• Ensures full requirement activity is accurately reported
• Creates hedge strategies for deals and remains within approved targets
• Performs ad hoc analysis to support strategic analysis, decision making and market view, and reviews and optimizes portfolio positions
• Develops detailed presentations for presentation to internal and external customers, including executive level management

Required Qualifications:

Bachelor's Degree

Experience:

2+ years

Preferred Qualifications:

Master's Degree

Next Era Energy offers a wide range of benefits to support our employees and their eligible family members. Next Era Energy is an Equal Opportunity Employer. Qualified applicants are considered for employment without regard to race, color, age, national origin, religion, marital status, sex, sexual orientation, gender identity, gender expression, genetics, disability, protected veteran status or any other basis prohibited by law.

Next Era Energy provides reasonable accommodation in its application and selection process for qualified individuals, consistent with federal, state, and local laws.