F&G

Senior Analyst, Investment Portfolio Analytics

F&G

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Job Level

Senior

Tech Stack

PythonSQLTableau

About the role

  • Support Investments Portfolio Analytics team to optimize and support F&G’s investment portfolio analytics platform
  • Review and validate risk analytics, create reports to support management and board reporting, investment and risk requirements, and produce and/or review security data and analytics
  • Create, reconcile, scrub, and maintain investment holdings and transaction data using investment’s technology (i.e., FactSet, Bloomberg, Aladdin), the accounting platform (Clearwater), and Blackstone provided data
  • Responsible for the analytic outputs and model governance and ownership
  • Liaise with platform providers to determine and set up standard for internal use cases, become super-user, and support internal teams in their system usage
  • Create and review quarterly board reports and investment committee materials
  • Create returns and attribution reports ensuring accuracy and consistency of metrics
  • Validate forecasted portfolio cash flows to support investment accounting, actuarial modeling, ALM, and cash management
  • Coordinate with partner teams to provide investment related data for enterprise reporting requirements
  • Partner with Treasury/Middle Office/Investment Accounting to ensure trade activity is flowing appropriately to downstream systems
  • Support the investment data process which includes the automation of existing processes and integrating various systems
  • Detect and correct data errors in the investment tools and interface with other investment related data owners to ensure consistency across platforms
  • Provide investment related reports to support the annual rating agency survey creation

Requirements

  • Bachelor’s degree. Mathematics, economics, investments or related field (preferred)
  • Minimum of 2 years of portfolio risk and performance analysis, public and private investment modeling, and/or investment data related experience
  • CFA, FRM, CIPM, and/or CAIA designation preferred
  • Expertise in analytic systems linkage and report automation
  • Strong technical, analytical, organizational, and communication skills.
  • Strong capabilities required in SQL, MS Excel and PowerPoint
  • Strong capabilities in Bloomberg, BlackRock Aladdin, and/or Clearwater
  • Working knowledge of Python and Alteryx preferred
  • Experience with Tableau and/or PowerBI
  • Strong problem-solving skills that include advanced analytical and reasoning abilities.
  • Self-starter who demonstrates strong initiative and displays a high energy level.
  • Team player who has the ability to function as a key member of a small group & collaborate with other functional teams.
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 talentacquisition@fglife.com.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
portfolio risk analysisperformance analysisinvestment modelingSQLMS ExcelPowerPointPythonAlteryxTableauPowerBI
Soft skills
analytical skillsorganizational skillscommunication skillsproblem-solving skillsinitiativeteam playercollaboration
Certifications
CFAFRMCIPMCAIA