Revol One Financial
Posted 6 days agoVerified live 1d ago
Insurance Portfolio Analyst (Remote)
Brief overview
Remote
MastersOr in progress
1+ yrsMinimum
Insurance Portfolio ManagementPublic and Private Fixed Income InstrumentsInsurance Company RegulationsRisk-Based CapitalStatutory and GAAP Investment AccountingAsset-Liability ManagementLiability HedgingFactSetBloomberg
About the company
Revol One Financialrevolonefinancial.com
Revol One Financial is a financial services company that offers fixed annuities and insurance services.
Job description
Summary
Revol One Financial is a startup insurance company focused on transforming retirement solutions. The Insurance Portfolio Analyst will support the management of the company’s insurance investment portfolio through portfolio analysis, reporting, monitoring, ALM, liquidity forecasting, trading support, and collaboration with Finance, Actuarial, Risk, and Investment Operations.
Responsibilities
- Support the management of Revol One’s insurance investment portfolio through analysis, reporting, and monitoring of positions, performance, and compliance with investment policy guidelines
- Monitor investment portfolio performance, risk exposures, and alignment with insurance liabilities
- Support ALM analysis, liquidity forecasting, and capital planning
- Assist in theimplementation, configuration, and ongoing maintenance of the investment system, including data validation, reporting build-out, and workflow optimization
- Execute trades in accordance with approved hedging strategies and support the derivative hedging program through exposure monitoring, reporting, and related operational activities
- Produce dashboards, reports, and market insights for senior investment leadership
- Analyze asset class trends, credit quality shifts, and duration positioning
- Partner with Finance, Actuarial, Risk and Investment Operations to ensure integrated balance sheet management
Skills
- A minimum of 1-4 years of relevant experience in insurance portfolio management; will consider related work experience in lieu of direct insurance-related experience
- + MBA with emphasis in finance and accounting
- Strong teammate
- Excellent verbal and written communication skills
- Excellent problem-solving skills and strong analytical capabilities
- CFA designation desired
- Public and private fixed income instruments and portfolio management
- Insurance company regulations
- Risk-based capital for insurance companies
- Statutory and GAAP investment accounting for insurance companies
- Insurance company products
- Asset-liability management in an insurance company environment
- Liability hedging
- PC skills and ability to use/learn analytical software: FactSet, Bloomberg
Qualifications
Must Haves
- A minimum of 1-4 years of relevant experience in insurance portfolio management; will consider related work experience in lieu of direct insurance-related experience
- + MBA with emphasis in finance and accounting
- Strong teammate
- Excellent verbal and written communication skills
- Excellent problem-solving skills and strong analytical capabilities
Nice to Haves
- CFA designation desired
- Public and private fixed income instruments and portfolio management
- Insurance company regulations
- Risk-based capital for insurance companies
- Statutory and GAAP investment accounting for insurance companies
- Insurance company products
- Asset-liability management in an insurance company environment
- Liability hedging
- PC skills and ability to use/learn analytical software: FactSet, Bloomberg
Benefits
- Remote position
- Excellent learning experience and opportunities for significant professional growth
- Significant potential for rapid growth in both complexity and responsibility
- Collaborative, fun, and casual culture
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