Investment FP&A Manager
Job in
Morrisville, Wake County, North Carolina, 27560, USA
Listed on 2026-01-29
Listing for:
Vaco by Highspring
Full Time
position Listed on 2026-01-29
Job specializations:
-
Finance & Banking
Financial Analyst, Corporate Finance, Financial Consultant
Job Description & How to Apply Below
Responsibilities
- Build and maintain financial models for forecasting, scenario analysis, and performance tracking.
- Provide regular monthly, quarterly, and annual analytics on portfolio trends, returns, and asset allocation.
- Monitor New Money Yield vs. Portfolio Book Yield to ensure alignment with pricing and profitability goals.
- Analyze market conditions to identify risks and opportunities that impact investment results.
- Support investment income forecasting and capital planning on a quarterly or more frequent basis.
- Work closely with investment teams, actuarial, accounting, and treasury to align investment strategy with business objectives.
- Prepare management reporting and presentations on portfolio performance and strategic initiatives.
- Partner with external managers and auditors to deliver accurate, insightful investment data.
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred).
- 5+ years of FP&A, investment analysis, or investment management experience within insurance or asset management.
- Strong understanding of investment products, markets, and accounting principles.
- Proficiency in financial modeling, Excel, and data visualization tools (e.g., Power BI).
- Experience with platforms like Bloomberg, Aladdin, or Clearwater is a plus.
- Excellent communication skills and the ability to explain complex data clearly.
- Strong analytical mindset and comfort working in a fast-paced environment.
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