Investment Analyst

Summary

F&G is a national Top Workplace and has been offering annuity and life insurance products since 1959. The Investment Analyst will support the Director of Investments by producing investment-related deliverables, conducting research on new investment ideas, and managing the investment portfolio.

Responsibilities

• Assist in the development and evaluation of investment strategies, incorporating results of asset modeling, reporting, and analysis, ensuring appropriate alignment with ALM, earnings, and capital, while managing to Investment Guidelines
• Provide support for senior members of the Investments team in the evaluation of information used in various asset modeling, portfolio optimization, and trade program process
• Coordinate, automate and manage consolidated reporting for the Company’s investment portfolio
• Help communicate investment directives and needs to the external asset managers in a timely and regular manner
• Liaise with Treasury/Middle Office/Investment Accounting to ensure trade activity is flowing appropriately to downstream systems
• Improve operational efficiency of the cash management process
• Manage the investment data process; automate existing processes; integrate various systems
• Detect and correct data errors coming from the existing database
• Help in the calculation of CECL allowances for impairments
• Collaborate cross-functionally across departments such as Actuarial and Finance FPA to communicate investment activity for use in actuarial modeling and corporate planning and analysis
• Provide ad-hoc analytical requests

Skills

• Bachelor's degree in mathematics, economics, investments or related field
• 1-3 years of investment-related experience
• Expertise in analytic systems linkage and report automation
• Strong capabilities required in MS Excel and PowerPoint; familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar)
• Effective verbal and written communication skills
• Superior analytical and problem-solving skills
• Regular and punctual attendance
• Minimal travel required (less than 10%)
• CFA and/or ASA designation preferable
• Strong capabilities preferred in Bloomberg, BlackRock Aladdin, Clearwater

Qualifications

Must Haves

• Bachelor's degree in mathematics, economics, investments or related field
• 1-3 years of investment-related experience
• Expertise in analytic systems linkage and report automation
• Strong capabilities required in MS Excel and PowerPoint; familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar)
• Effective verbal and written communication skills
• Superior analytical and problem-solving skills
• Regular and punctual attendance
• Minimal travel required (less than 10%)

Nice to Haves

• CFA and/or ASA designation preferable
• Strong capabilities preferred in Bloomberg, BlackRock Aladdin, Clearwater

Benefits

• Ability for in-office, hybrid and remote work arrangements
• Work with your leader to decide what works best for your role