Manager, Investment Analytics

Job Summary

F&G is hiring for a Manager, Investment Center of Excellence – Investment Analytics.  This role will lead the Investment COE – Investment Analytics team responsible for compiling analysis to support underlying Statutory and GAAP investment portfolio results and preparing presentation materials for communicating those results to senior management. The Investment COE – Investment Analytics team is responsible for delivering value-added business analysis and meaningful financial metrics as it relates to the investment portfolio in support of enterprise-wide decision-making and has a comprehensive understanding of key business drivers. This position requires strong leadership skills, advanced understanding of investments under GAAP and STAT accounting basis, deep analytical skills and excellent communication skills. 

The Manager, Investment COE – Investment Analytics reports directly to the Director, Investment COE – Investment Analytics and will have 2 direct reports. This position will work closely with the other teams within the Investment COE, Investment Strategy, FP&A, Financial Reporting and our third-party asset managers. 

Duties and Responsibilities

• Responsible for the timely output of data, analytics and insights that articulate a clear understanding of the results of the Company’s investment portfolio.
• Lead the Investment COE – Investment Analytics data processes and assist the team to drive the creation of scalable processes and methods for investment analytics to support broader organizational goals.
• Use advanced understanding of investments to assist in developing the narrative for investment portfolio performance.
• Assist with the design and delivery of investment results for executive-level presentations, ensuring alignment with corporate FP&A strategy.
• Assist the Investment COE team to transform investment income analysis processes, focusing on scalability and automation.
• Collaborate with the Investment Strategy and Investment FP&A teams to integrate systems, processes and procedures.
• Provide Investment Strategy data and information to support the Company’s forecasting process.
• Lead and mentor investment analytics team to ensure production of deliverables to key stakeholders in a timely and accurate manner.
• Collaborate with other areas of the Investment COE to provide ad-hoc investment reporting and analysis.
• Support the Director, Investment Center of Excellence – Investment Analytics with special projects as needed.

Experience and Education Requirements

• Bachelor’s degree in accounting, finance, or related field
• A minimum of 7 years’ experience in investment accounting, investment reporting and/or financial planning & analysis required.
• Prior experience supervising or managing a team.
• Experience with GAAP and statutory accounting for insurance company general account portfolios preferred.
• CPA, CFA and/or MBA preferred.

Knowledge Skills and Abilities

• Strong Statutory and GAAP accounting and reporting knowledge for limited partnerships, fixed income investments, and structured securities.
• Strong communication, organization, and analytical skills.
• Strong computer knowledge including high level of proficiency in Excel and PowerPoint; familiarity and knowledge of SQL, Tableau and Alteryx a plus
• Strong experience with accounting subledger and ledgers, investment data, databases and report writing.
• Ability to handle multiple complex tasks and prioritize in a fast-paced environment.
• Ability to collaborate with other teams, challenging current processes and driving efficiencies.

Other Requirements

• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Some travel required (less than 10%)

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