Remote Otter LogoRemoteOtter

Investment Portfolio Analyst - Remote

Posted 6 weeks ago
Finance / Legal
Full Time
Worldwide

Overview

This position is responsible for preparing the investment portfolio forecast, attribution/variance analysis, and create presentation materials for communicating those results to senior management. In addition, the position is also responsible for supporting the multi-year plan process, including preparing investment-related aspects of the plan model and related presentation materials. This position will work with multiple teams throughout the company, including but not limited to Investment Strategy, Investment Accounting, FP&A, Financial Reporting, and Risk, and will interact with all levels of Investments & Finance, including the senior leadership team.

In Short

  • Support and partner with individuals including the leaders across the business to provide value-added insight into the investment portfolio’s forecast thorough analytical approach.
  • Support investments multi-year planning, forecasting and monthly plan vs actual analysis.
  • Enhance investment portfolio performance reporting and provide NII key attribution/drivers.
  • Participate in an efficient and comprehensive process for developing financial plans related to the investment portfolio.
  • Prepare a monthly reporting package related to the investment portfolio for executive leadership.
  • Prepare and deliver reporting on the Investment portfolio’s budget and forecasts to stakeholders.
  • Contribute and assist with preparation of ad-hoc investment forecasting needs.
  • Support SOX compliance and adherence to an effective internal control environment.
  • Support culture of financial transparency and continuous improvement.

Requirements

  • Bachelor’s Degree in Accounting or Finance.
  • Minimum of 2 years experience in investment accounting and financial reporting.
  • CPA or MBA strongly preferred.
  • Experience with general ledgers, databases and report writing is desired.

Benefits

  • Flexible work environment including in-office, hybrid, and remote options.
  • Employee-centric culture.
  • Opportunities for professional development.
  • Supportive team environment.

F.G.L.I.C

Fidelity & Guaranty Life Insurance Company

Fidelity & Guaranty Life Insurance Company (F&G) has been providing annuity and life insurance products since 1959, focusing on offering security in retirement and protection against life's unexpected events. Recognized as a national Top Workplace and an Iowa Top Workplace, F&G fosters an employee-centric, collaborative, and dynamic work environment. The company values empowerment and authenticity among its team members, aiming to build a strong organizational culture while being a great place to work.

Share This Job!

Save This Job!

Similar Jobs:

The Investment Analyst will provide analytical and organizational support to the investment team, focusing on public and private market securities.

USA
Full-time
Finance / Legal
Activate Talent logo

Investment Analyst - Remote

Activate Talent

8 weeks ago

Join our team as an Investment Analyst to guide investment decisions and construct tailored portfolios.

Worldwide
Full-time
Finance / Legal

F.G.L.I.C

Investment Portfolio Analytics Manager - Remote

Fidelity & Guaranty Life Insurance Company

7 weeks ago

The Investment Portfolio Analytics Manager will oversee investment data and analytics, guiding a team and optimizing processes.

Worldwide
Full-time
Finance / Legal

The Portfolio Analyst will analyze financial performance and optimize credit product strategies at JUMO.

South Africa
Full-time
Finance / Legal
Income Research + Management logo

Client Portfolio Analyst - Remote

Income Research + Management

6 weeks ago

The Client Portfolio Analyst is responsible for delivering exceptional client service and supporting client-facing activities at IR+M.

MA, USA
Full-time
Finance / Legal
$90,000 - $125,000/year