Financial Planning and Analysis

• Build repeatable models and dashboards for relative-value, scenario, and stress testing across rates, credit, securitized, and alternatives; translate outputs into proposals for rebalancing and risk budgeting.
• Create analysis and quantify impacts of strategic portfolio changes, taking into consideration peer positioning, long-term market forecasts, risk-return tradeoffs and capital efficiency.
• Monitor exposures vs. benchmarks/limits; quantify risk/return trade-offs, capital efficiency (e.g., NAIC RBC factors), and contribution to ALM objectives.
• Partner with product, actuarial, and ALM to supply analytics for pricing, crediting-rate setting, and new-product investment strategies (e.g., RILA/annuity hedging inputs).
• Own data pipelines from Clearwater/Aladdin/Bloomberg to BI outputs; ensure lineage, quality checks, and documentation.
• Support projects and one-off investment decisions through on-the-fly report creation and analysis, frequently working with unclear or unknown outcomes.
• Build crisp exhibits for Investment/TAA Committee—scenarios, heat maps, dashboards, and one-page recommendations.
• Automate recurring reports, reduce manual steps, and harden controls (validation, reconciliations, peer review).

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