Investment Analytics, Reporting Associate

Martello Re

Investment Analytics & Reporting Associate at Martello Re supporting investment teams in data analysis and systems reporting. Collaborating with various departments while optimizing investment insights.

Posted 5/30/2026full-timeRemote • North Carolina • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree in Finance, Business, Economics, or a related quantitative discipline
Minimum of 5 years of relevant experience in investment reporting, analytics, or portfolio management support roles
Demonstrated experience in insurance asset management or within the investment function of a financial institution
Exceptional attention to detail with the ability to manage multiple deadlines in a fast-paced environment
Strong written and verbal communication skills, with the ability to present complex financial data clearly to non-technical audiences
Experience working at a life and annuity insurer or reinsurer
Familiarity with liability-driven investment strategies and asset-liability modeling
Experience with Bermuda regulatory reporting or solvency frameworks

Benefits

Comp & perks

Prolonged periods of sitting at a desk and working on a computer
Must be able to lift 15 pounds at times

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment reportinganalyticsportfolio managementscenario modelingtrend identificationdata repositoriesanalytics systemsasset-liability modelingregulatory reportingsolvency frameworks

Soft Skills

attention to detailtime managementwritten communicationverbal communicationpresentation skills

Certifications

Bachelor’s degree in FinanceBachelor’s degree in BusinessBachelor’s degree in Economics