Investment Consultant
Core
Support the Chief Investment Officer's target operating model by combining investment analytics, portfolio oversight, and governance with the development of investment solutions for insurance product innovation.
Role type
Senior IC investment consultant (insurance product solutions)
Builds
Investment strategies, product solutions, and reporting frameworks for insurance business growth
Domain
Insurance / Asset Management / Investment Analytics
Required skills
Portfolio analytics, investment monitoring, asset allocation, asset-liability management, quantitative analysis, project management, stakeholder management, financial reporting
Preferred skills
CFA, experience with Bloomberg/Aladdin, data visualization tools
Technologies
Microsoft Office, Bloomberg, Aladdin
Responsibilities
Perform portfolio analytics and performance assessment for assigned asset classes; Prepare investment insights and reporting for management; Partner with Product and Actuarial teams to develop investment solutions for new insurance products; Support product-related investment workstreams from development through implementation; Coordinate with internal teams and external providers to establish investment mandates and processes
Seniority
Senior, hands-on IC