FP&A Manager - Investments

Company Description

Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we’re in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection.

A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida. For more information, please visit  or follow them on

Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we’re in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection.

A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida. For more information, please visit  or follow them on Linked In
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Sometimes, a group of people come together and create something amazing. They don’t let egos get in the way. They don’t settle for the status quo, and they don’t complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That’s the culture, the moxie, and the story of Aspida.

Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that’s why we’re doing things differently than everyone else in our industry. We’re dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets:
Get $#!+ Done, Do It with Moxie, and Have Fun.

This role serves as the critical bridge between the Investment Management team and the Finance organization. You will own the forecasting, budgeting, and analytical framework for the company’s investment portfolio, with a specific focus on Net Investment Income (NII) and Spread analysis. The ideal candidate understands not just the numbers, but the mechanics of a spread-based life and annuity business model, providing insights that drive yield optimization and capital efficiency.

This role will report to the Deputy CFO and is required to be onsite 3 days a week at our Durham, NC headquarters.

• Coordinate with investment managers to develop and maintain financial models for investment forecasting, scenario analysis, and performance tracking.
• Prepare monthly, quarterly, and annual investment analytics for senior management and stakeholders.
• Analyze investment portfolio trends, returns, and asset allocation strategies to optimize financial performance.
• Yield Analysis:
  Track and analyze "New Money Yield" vs. "Portfolio Book Yield" to ensure alignment with pricing assumptions and profitability targets.
• Analyze market trends to identify potential impacts on the investment portfolio and future opportunities to improve investment performance or mitigate risk.
• Support budgeting and forecasting processes related to investment…