Investment FP&A Manager

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.