Sr Financial Analyst
Core
Support net investment income and capital forecasting, portfolio analysis, and management reporting for an insurance asset manager.
Role type
Senior Financial Analyst (Investment Finance)
Builds
Forecasts for net investment income, capital reports, and management presentations
Domain
Insurance / Asset Management / Fixed Income & Equity
Deliverable
dashboards & analysis
Required skills
Financial forecasting, Variance analysis, Capital market knowledge, Microsoft Excel, PowerPoint, Problem solving
Responsibilities
Support net investment income (NII) outlook process including forecasting invested assets and portfolio yields; Partner with Treasury and Risk Management for regulatory capital reporting and scenario analysis; Provide detailed analysis and monitoring of NII & Capital results; Create presentations for Executive Leadership Team and quarterly business reviews; Produce monthly key performance indicators; Respond to ad hoc analyses related to the investment portfolio; Drive automation initiatives leveraging AI
Seniority
Senior, hands-on IC