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Tech Stack
Tools & technologiesSQLVBA
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
- CFA and/or ASA designation preferable
- Strong capabilities required in MS Excel and Powerpoint; familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar)
- Strong capabilities preferred in Bloomberg, BlackRock Aladdin, Clearwater
Benefits
Comp & perks- Flexible working hours
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment strategiesasset modelingportfolio optimizationreport automationdata process managementCECL allowances calculationanalytical skills
Soft Skills
communicationcollaborationorganizational skillsproblem-solving
Certifications
CFAASA