Investments Director of FP&A - Insurance
What You Will Do:
- Partner with investment and finance stakeholders to support portfolio forecasting, planning, and strategic analysis.
- Build and maintain financial models used for scenario planning, investment performance measurement, and forecasting activities.
- Deliver recurring portfolio analytics and reporting to leadership, highlighting key trends and business insights.
- Evaluate portfolio returns, asset allocation, and market developments to identify risks and opportunities.
- Monitor yield and spread performance metrics to support profitability goals and investment strategy execution.
- Contribute to investment income forecasting, budgeting, and capital planning processes through data-driven analysis.
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred).
- 5+ years of experience in FP&A, investment analysis, or investment management in the insurance or asset management industry.
- Strong knowledge of investment products, financial markets, and accounting principles
- Proficiency in financial modeling, Excel, Power BI, or data visualization tools.
- Experience with investment analytics platforms (e.g., Bloomberg, BlackRock Aladdin) and investment accounting platforms (e.g., Clearwater) is a plus.
- Excellent communication and presentation skills to convey complex financial data to senior stakeholders.
- Strong analytical and problem-solving skills with the ability to work in a fast-paced environment.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.