Note: The job is a remote job and is open to candidates in USA. F&G is a national Top Workplace that offers annuity and life insurance products. The Investment Analyst will support the Director of Investments in producing investment-related deliverables, including research and portfolio management.
Responsibilities
- Assist in the development and evaluation of investment strategies, incorporating results of asset modeling, reporting, and analysis, ensuring appropriate alignment with ALM, earnings, and capital, while managing to Investment Guidelines
- Provide support for senior members of the Investments team in the evaluation of information used in various asset modeling, portfolio optimization, and trade program process
- Coordinate, automate and manage consolidated reporting for the Company’s investment portfolio
- Help communicate investment directives and needs to the external asset managers in a timely and regular manner
- Liaise with Treasury/Middle Office/Investment Accounting to ensure trade activity is flowing appropriately to downstream systems
- Improve operational efficiency of the cash management process
- Manage the investment data process; automate existing processes; integrate various systems
- Detect and correct data errors coming from the existing database
- Help in the calculation of CECL allowances for impairments
- Collaborate cross-functionally across departments such as Actuarial and Finance FPA to communicate investment activity for use in actuarial modeling and corporate planning and analysis
- Provide ad-hoc analytical requests
Skills
- Bachelor's degree in mathematics, economics, investments or related field
- 1-3 years of investment-related experience
- Expertise in analytic systems linkage and report automation
- Strong capabilities required in MS Excel and Powerpoint; familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar)
- Effective verbal and written communication skills
- Superior analytical and problem-solving skills
- Regular and punctual attendance
- Minimal travel required (less than 10%)
- CFA and/or ASA designation preferable
- Strong capabilities preferred in Bloomberg, BlackRock Aladdin, Clearwater
Benefits
- F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements.
- F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G.
- If reasonable accommodation is needed to participate in the job application or interview process, please contact [email protected].
Company Overview
Company H1B Sponsorship