Director, Transformation Adoption – Finance Transformation Office
WillHire
Director, Investment Portfolio Analytics
F&G
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob 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
