F&G

Director, Investment Portfolio Analytics

F&G

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Lead

Tech Stack

ETLPythonSQLTableauVBA

About the role

  • Lead F&G's investment data strategy and modernization efforts, focusing on data warehouse optimization, strategic data architecture, and analytics generation to support investment decisions and actuarial planning.
  • Manage investment data, support ad-hoc data requests, design comprehensive data strategies, and support the data needed to generate cash flows for investments held.
  • Oversee a team of analysts and interact with investment strategy, investment risk, investment accounting, actuarial, middle office, treasury, and technology teams, as well as external asset managers.
  • Lead investment data warehouse modernization initiatives to improve data accessibility, quality, and processing efficiency.
  • Design and implement comprehensive investment data strategy aligned with business objectives and regulatory requirements.
  • Evaluate and recommend data architecture improvements to support scalable analytics and reporting.
  • Drive automation of existing data processes and integration across various investment systems.
  • Oversee the creation and maintenance of the internal reporting database to support comprehensive investment analytics and decision-making.
  • Manage and fulfill ad-hoc data requests from internal stakeholders, ensuring accuracy and timely delivery.
  • Support cash flow generation processes including review of data and execution of controls that are intended to validate the reasonableness of the cash flows generated.
  • Detect and correct data errors in investment tools and interface with other investment-related data owners to ensure consistency across platforms (e.g., BlackRock Aladdin and Clearwater).
  • Provide guidance, feedback, coaching, and performance reviews to direct reports.
  • Foster a data-driven culture and collaborate with technology teams on data infrastructure improvements while maintaining business focus.

Requirements

  • Bachelor9;s degree in mathematics, economics, finance, data science, or related field
  • Minimum of 8 years of experience in portfolio analytics, investment data management, data warehouse operations, or related field
  • CFA, FRM, CIPM, and/or CAIA designation preferred
  • Prior leadership experience preferred
  • Experience with data warehouse modernization projects and data strategy development
  • Background in investment data analysis and cash flow modeling
  • Actuarial experience a plus
  • Experience with asset modeling and data analysis using Python, R, or similar programming languages a plus
  • Active engagement with AI tools and technologies to enhance data analysis capabilities and drive innovation in investment analytics
  • Strong capabilities in Microsoft Excel (VBA) and SQL
  • Working knowledge of Python, Tableau, and Alteryx preferred
  • Experience with data warehouse technologies and ETL processes
  • Familiarity with Bloomberg, BlackRock Aladdin, and/or Clearwater preferred
  • Understanding of data architecture principles and best practices
  • Demonstrated understanding of fixed income analytics and investment data requirements
  • Strong project management skills with experience leading data modernization initiatives
  • Excellent problem-solving skills with advanced analytical and reasoning abilities
  • Ability to translate business requirements into data solutions
  • Experience managing and developing data-focused teams
  • Strong communication skills with ability to present complex data concepts to various stakeholders
  • Self-starter who demonstrates strong initiative and displays high energy level
  • Team player with ability to collaborate across functional teams and work effectively in a small group environment