Director, Investments- Retail Business
Director, Investments- Retail Business
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1 Vacancy
Job Description
Job Summary
The Director Investments Retail Business primary responsibilities are to support the companys retail annuities and life business and its initiatives including new business pricing product development investment performance monitoring and reinsurance/capital initiatives. In addition this role will also lead Investment-related modeling and analytic support to various internal functions including Retail Pricing Risk and Reinsurance.
Duties and Responsibilities
- Retail Pricing Investments Support:
- Lead the oversight and management of BAU submissions related to Retail pricing encompassing weekly new business investment assumptions monthly retail portfolio analytics and retail performance tracking.
- Strategic Asset Allocation:
- Collaborate and lead strategic discussion with Investment Central Vertical to set parameters for Retail Strategic Asset Allocation
- Dynamic Asset Allocation:
- Conduct periodic retail new business optimization exercises considering asset and liability characteristics while optimizing key investment metrics.
- Tactical Asset Allocation:
- Review economics & credits of special investment opportunities and ultimately set recommendation to enhance retail investment performance.
- Retail Portfolio Monitor & Rebalance:
- Perform periodic review of the retail portfolio and partner with Blackstone analysts on relative value analyses and ultimately make recommendations for rebalance strategies to enhance portfolio investments.
- Retail ALM:
- Oversee asset & liability projections by partnering with corporate actuarial and retail pricing.
- Incorporate ALM views into Investment decision making process.
- Reinsurance Portfolio Monitor:
- Lead the design and implementation of Retail FWH portfolio and ALM monitoring process.
- Make recommendations for investment strategies to enhancement Retail/Reinsurance objectives.
- Reinsurance Transaction Execution:
- Support Retail reinsurance transactions by managing the asset selection process & review of investment guidelines.
- Resegmentation:
- Oversee the quarterly resegmentation process to ensure sufficient assets are backing each line of business.
- MYP and CFT Support:
- Provide support on Retail Investments for the Multi-year Projection and Cashflow Testing processes.
Experience and Education Requirements
- 8 years of experience related to asset management portfolio analytics or credit research.
- Bachelors degree in mathematics statistics finance actuarial science or related field.
- Progression towards attainment of CFA or similar professional designation is preferred.
- Life insurance product knowledge (e.g. FIA MYGA IUL etc.) is preferred.
Knowledge Skills & Abilities
- Effective verbal and written communication skills
- Superior analytical and problem-solving skills
- Team player who is comfortable working in a dynamic entrepreneurial environment
- Proficiency with SQL Tableau Power BI or Alteryx is a plus.
- Proficiency with Factset Bloomberg Aladdin Intex AXIS or similar asset modeling software is a plus.
Other Requirements
- Perform other functions duties and projects as assigned
- Regular and punctual attendance
- Some travel required (less than 10%)
#IND-HP
#LI-MK1
#LI-Remote.
Additional Information
Work Environments
F&G believes in an employee-centric flexible environment which is why we offer the ability for in-office hybrid and remote work arrangements. During the hiring process youll work with your leader to decide what works best for your role.
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
Join our employee-centric hybrid work environment: F&G Careers
About F&G
Since 1959 Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during lifes unexpected events.
As a national Top Workplace1 an Iowa Top Workplace2 and a proud equal opportunity employer F&G team members are empowered collaborative dynamic and authentic. We believe that by embracing these values we will continue to build and strengthen the company while continuing to be a great place to work.
1Top Workplaces USA
2Des Moines Register Top Workplaces
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Required Experience:
Director
Employment Type
Full Time
