Investments FP&A Manager – Private Equity

# Investments FP&A Manager – Private Equity Investments FP&A Manager – Private Equity Salary$Negotiable Location Morrisville , NC, USA Contract Permanent Industry Investments ---Contact Robert Dickerson Rob
** FP&A Manager – Investments
** I’m partnering exclusively with a growing
** life & annuity insurance platform
** to help them hire an
** FP&A Manager / Senior Manager
** focused on Investments. This role sits at the intersection of
** Investment Management and Finance**, owning the forecasting, budgeting, and analytics tied to the investment portfolio, with a heavy emphasis on
** Net Investment Income (NII) and spread analysis**.This is a high-visibility opportunity for someone who understands the mechanics of a
** spread-based insurance business
** and can translate investment performance into actionable financial insight for senior leadership.
** Key Responsibilities
*** Own investment forecasting, budgeting, and scenario modeling across the portfolio
* Analyze NII, spread performance, and yield metrics (new money yield vs. book yield)
* Prepare monthly, quarterly, and annual investment analytics for executive stakeholders
* Partner closely with Investments, Actuarial, Treasury, and Accounting to align strategy and results
* Monitor market trends and assess impacts to portfolio performance and capital planning
* Support management reporting, presentations, and external stakeholder requests
** Ideal Background
*** 5+ years of experience in FP&A, investment analytics, or investment management within insurance or asset management
* Strong understanding of fixed income investments, financial markets, and insurance accounting concepts
* Advanced Excel and financial modeling skills; experience with Power BI or similar tools preferred
* Exposure to platforms such as Bloomberg, Aladdin, Clearwater, or similar is a plus
* Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred)
This role is well-suited for someone who wants to move beyond pure reporting and play a meaningful role in
** investment strategy, profitability, and capital efficiency
** within an insurance environment.
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