AVP, Investment Analytics

Socotra, Inc.; Jersey City (NJ); Hybrid; USD 160,000 - 210,000; Full time

Job summary

Fortitude Reinsurance Company Ltd. Fortitude Re (Fortitude Re) seeks an AVP of Investment Analytics in Jersey City, hybrid.

You will lead complex analytics projects, coordinate across actuarial, accounting and investment teams, and drive scalable analytics for ALM, pricing, and regulatory reporting. Ideal candidates have 7+ years in investments analytics, strong SQL/R/Python skills, Bloomberg/Excel proficiency, and experience with fixed income modeling.

Qualifications

• Bachelor's degree in a quantitative field; master's preferred.
• 7+ years in investments analytics, portfolio management, or related field.
• CFA or FSA preferred.
• Strong programming and data analysis with SQL/R/Python.

Responsibilities

• Manage complex investment analytics projects end-to-end.
• Lead cross-functional collaboration with finance and asset managers.
• Develop analytics frameworks for ALM, pricing, and regulatory reporting.
• Build models to automate investment operations and income recognition.
• Supervise junior team members and guide methodologies.
• Identify and implement data quality improvements across analytics.

Skills

SQL

Python

R

Bloomberg

Excel

Financial modeling

Leadership

Communication

Education

Bachelor's degree in quantitative field

Master’s degree preferred

Tools

Bloomberg

Aladdin

Intex

Trepp

Job description

Fortitude Reinsurance Company Ltd. (Fortitude Re) is one of the world’s leading providers of legacy reinsurance solutions. They work with the world’s leading insurance companies to help them execute comprehensive, transformational solutions for legacy Life & Annuity and P&C lines. Fortitude Re manages a general account of approximately $111 billion across life, annuity, and property & casualty insurance products. The company takes a long-term view on growth and is proud to be backed by a consortium of sophisticated institutional investors led by The Carlyle Group and T&D Insurance Group. Incorporated under the laws of Bermuda on January 1, 2017, Fortitude Re’s roots in the insurance industry and the experience of their leadership go back many decades. Fortitude Re’s leadership team has an average industry tenure of over 20 years, and an impressive track record of successfully managing the most complex legacy liabilities. Their deep insurance experience and proprietary risk modeling capabilities allow them to structure bespoke transactions that benefit both insurance companies and their policyholders. Fortitude Re continues to strengthen its ability to pursue further growth and provide innovative solutions for the global insurance industry. Click here for more information about Fortitude Re.

The AVP, Investment Analytics manages complex projects and delivers advanced modeling and analytics that support Fortitude Re’s investment plan. This role bridges strategy and execution—translating senior leadership direction into actionable analytics projects while coordinating across actuarial, accounting, and investment teams. The AVP ensures deliverables meet business objectives, regulatory standards, and quality benchmarks, while supervising junior colleagues and fostering collaboration across functions.

This role will be based in our Jersey City, NJ office on a hybrid basis.

What You Will Do:

• Manage complex projects within the investment analytics function, taking accountability for end-to-end execution and timely delivery.

• Lead cross-functional collaboration with finance, investment operations, asset managers, and vendors to ensure models and analytics meet business and regulatory requirements.

• Develop advanced analytics frameworks to support ALM, pricing, cedent requirements, and regulatory reporting, balancing technical depth with business applicability.

• Develop, build, and maintain new models to automate complex investment operations functions, including income recognition, cedent guideline management, and new deal onboarding.

• Supervise junior team members (Associates and Senior Associates), providing guidance on methodologies, deliverables, and professional development.

• Identify process improvements and implement standardized workflows that enhance scalability and data quality across the analytics platform.

• Design and plan quantitative research on private credit transaction data and develop liquidity premium risk and return models.

• Design and implement structured product models spanning public and private securities (e.g., ABF, CLOs, rated funds, RMBS, CMBS).

• Design and implement analytics to support investment strategy, including standardizing and scaling new business pricing.

What You Will Have:

• Bachelor's degree in math, computer science, statistics, or a related quantitative field; master’s degree preferred.

• 7+ years of experience in investments analytics, portfolio management, or other investments function.

• CFA of FSA preferred.

• Knowledge of Fixed Income modeling as it relates to Analytics and Cashflows.

• Strong analytical capabilities.

• Highly proficient knowledge with SQL, R, Python, or other programming languages.

• Knowledge of Bloomberg and advanced Excel skills is required.

• Proficiency using leading software vendors for financial data and fixed income modeling, including Bloomberg, Aladdin, Intex, Trepp, and others.

• Experience working at a (re)insurer is a plus.

• Prior experience with private credit, structure credit, esoteric asset classes, and whole loans is a plus.

• Proven expertise in building processes to clean, validate, and analyze large data sets.

• Very strong written, verbal and interpersonal communications skills to clearly articulate sophisticated concepts, ideas and processes.

• Presence and credibility to present effectively to key senior management.

• Ability to direct and lead other members of the team.

• Ability to work across functional groups to bring teams together and accomplish project goals and objectives.

#LI-Hybrid

At Fortitude Re, our strength has always come from our people. Our success is deeply rooted in our ability to embrace the unique attributes, perspectives and experiences of every individual within our company. Fostering a culture of inclusion and belonging where everyone—regardless of background, race, religion, sexual orientation or gender identity—feels valued and respected is a foundation of our culture.

We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law.

Check us out on YouTube: About Fortitude Re (youtube.com)

By submitting your application, you agree that Fortitude Re may collect your personal data for recruiting purposes. For more on how we handle your personal data, please review our Applicant Privacy Notice. Concerned about recruitment fraud? Learn how to verify Fortitude Re's recruitment process: Recruitment Fraud Notice.