Investment Analyst
Investment Analyst
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Salary Not Disclosed
1 Vacancy
Job Description
About the role:
The Investment Portfolio Analyst will be responsible for:
- Maintaining dynamic database of portfolio positions to monitor and generate internal reports.
- Maintaining investment data accuracy and integrity in reporting systems.
- Collaborate with investment managers custodians and internal teams to validate data accuracy.
- Prepare weekly monthly quarterly and annual investment reports for internal and external stakeholders.
- Assist in the preparation of senior management communications including board level investment committee and other presentations and reports.
- Maintain and enhance reporting templates and dashboards.
- Support financial planning process for investments including planning for future periods and analyzing actual results against plan.
- Analyze investment performance across asset classes (bonds equities and alternatives).
- Monitor portfolio compliance with insurance-specific regulatory and statutory requirements.
- Work closely with the investment team to review and monitor existing asset allocation in actively managed and external mandates and make recommendations to optimize the portfolio.
- Report on and optimize aggregate cash positions across all portfolios and entities.
- Review performance for externally managed assets.
- Prepare ad hoc investment/risk analysis.
- Support monitoring reporting and analysis related to alternative assets.
Qualifications :
About you:
To be an ideal candidate you have the following background skills and mindset:
- Bachelors degree in Finance Accounting Economics or related field.
- Knowledge of insurance industry is a plus.
- 2 years of experience in investment reporting or insurance investment operations.
- Basic understanding of insurance accounting and regulatory regimes preferred.
- Strong analytical capabilities and attention to detail in asset reporting portfolio monitoring and regulatory compliance.
- Strong Excel and data analysis skills and a familiarity with investment data systems (e.g. Clearwater BlackRock Aladdin Bloomberg). Python and BQL a plus.
- Strong communication skills and ability to work cross-functionally.
- Detail oriented with strong organizational skills.
- Identifies that a problem exists and applies critical thinking skills to develop solutions.
- Demonstrates intellectual curiosity to expand knowledge.
- Innovative mindset with a passion for leveraging technology to drive business value.
- Commitment to continuous learning and professional development.
Additional Information :
#LI-Hybrid
PartnerRe provides a working environment in which diversity is valued where all employees feel welcome respected and empowered to perform at their best. We invite you to learn more about D&I at PartnerRe.
Thank you
PartnerRe Hiring Team
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
