Senior Financial Analyst – Investment Operations, Finance

• Analyze invested asset portfolios, including asset allocation, yield, total return, and risk metrics across multiple asset classes
• Prepare and analyze periodic investment results and management reporting, including dashboards, variance analyses, and commentary
• Assist with forecasting and planning investment income, realized gains/losses, and key P&L and balance sheet impacts
• Develop and maintain models for investment strategies, capital deployment, and portfolio repositioning scenarios
• Partner with Investment Operations, Accounting, and Portfolio Managers to understand transaction activity, valuations, and data quality
• Reconcile variances and resolve issues as needed
• Support STAT and GAAP investment-related financial reporting, including schedules, disclosures, and internal analyses
• Develop and maintain investment reporting tools, templates, and automated processes with Technology and Data teams
• Prepare materials and analyses for Management Committee, Board meetings, and senior management
• Follow internal controls and documentation standards supporting SOX, audit, and compliance requirements
• Perform other duties as assigned

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field, or equivalent work experience
• Minimum of two years of finance, financial planning, accounting, or related experience
• 3–5 years of relevant experience in finance, investments, corporate finance, capital markets, or related analytical roles
• Strong financial modeling and quantitative analysis skills
• Ability to build and maintain models in Excel or similar tools
• Ability to manage and interpret large data sets, identify trends, and translate analytic output into clear business insights
• Experience in insurance, asset management, banking, or other financial services environment preferred
• Familiarity with insurance company invested assets and balance sheets, including fixed income securities; exposure to equities, private placements, private credit, and alternatives strongly preferred
• Understanding of time value of money, duration, yield curves, risk/return, capital structure, and discounted cash flow
• Working knowledge of GAAP and/or statutory accounting for investments preferred
• Experience using Microsoft Office, including Excel, Word, Outlook, and Power Point
• Experience using financial reporting software such as Essbase, Hyperion, COGNOS, or Bloomberg
• Ability to handle multiple projects with shifting priorities and adjust to ad-hoc requests
• Progress toward or interest in CFA, CPA, or FRM designations is a plus

Demonstrates strong financial modeling, quantitative analysis, and investment reporting capabilities, with a focus on GAAP and statutory accounting principles. Proficient in managing large data sets and translating insights into actionable business strategies.

• Financial Modeling
• Quantitative Analysis
• GAAP Accounting
• Investment Reporting
• Data Management

• Financial Analysis
• Asset Allocation
• Risk Metrics
• Forecasting
• Excel Modeling
• Variance Analysis
• Capital Markets
• Time Value Of Money
• Discounted Cash Flow
• Data Interpretation

• Problem Solving
• Communication
• Adaptability
• Collaboration
• Attention To Detail

• CFA
• CPA
• FRM

• Finance
• Investments
• Asset Management
• Insurance
• Corporate Finance
• Financial Services
• Balance Sheet
• Fixed Income Securities
• Private Credit
• Equities

• Microsoft Office
• Excel
• Essbase
• Hyperion
• COGNOS
• Bloomberg