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Investment Portfolio Analyst - Remote

Posted 6 weeks ago

F.G.L.I.C

Fidelity & Guaranty Life Insurance Company

Finance / Legal
Full Time
Worldwide

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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.

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