Investment Portfolio Analyst - Remote

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.