Martello Re

Financial Planning and Analysis

• Manage the end-to-end preparation, review, and distribution of monthly, quarterly, and annual investment reports, including portfolio performance summaries and regulatory updates
• Lead continuous improvement initiatives to enhance analytics and reporting efficiency, strengthen internal controls, and reduce operational risk
• Design and deliver regular reporting packages with KPIs that drive investment strategy and allocation decisions across business segments
• Support the investment team by applying insights from data and analytics to enhance risk-adjusted returns and portfolio construction decisions
• Create and maintain models for ad hoc analysis, scenario modeling, and trend identification across asset classes
• Collaborate with internal stakeholders to design and implement a scalable roadmap for data repositories and analytics systems supporting the investment function
• Conduct and communicate market and macroeconomic research that informs asset allocation decisions
• Perform other tasks as assigned

Investment Analytics, Reporting Associate

• Lead the development and execution of the annual budgeting process and multi-year financial forecasts.
• Produce management reporting packages for senior leadership and the Board, including variance analysis, KPI dashboards, and forward-looking commentary.
• Develop and maintain financial models for scenario and sensitivity analysis to support capital and risk management decision-making across the annuity portfolio.
• Partner closely with the actuarial team to understand and communicate movements in liabilities.
• Collaborate with the investments team to analyze ALM positioning, spread income, and the financial performance of asset-intensive treaty structures including annuity and funding agreements.
• Support the preparation of investor relations materials, rating agency presentations, and regulatory filings as required under Bermuda Monetary Authority (BMA) frameworks, including BSCR and EBS reporting.
• Identify opportunities to enhance FP&A processes, actuarial finance interfaces, and reporting infrastructure, driving efficiency and analytical rigor across the function.
• Provide support for key actuarial initiatives related to financial reporting, including new treaty and product onboarding, annual experience studies and assumption unlocking, and year-end financial reporting.
• Manage and mentor junior team members, fostering a culture of technical excellence and continuous development.

Investment Analytics, Reporting Associate

Head of Financial Reporting and Analysis