FP&A Manager - Investments

Aspida Oy; Durham, Northern (NC, KY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Salaried, DOE

Long-Term Incentive Plan

Full Benefits Package

Job summary

Aspida Financial Services, LLC is seeking a senior FP&A professional to lead forecasting, budgeting, and analytical framework for our investment portfolio, focusing on Net Investment Income and spread analysis. This role bridges Investment Management and Finance, reporting to the Deputy CFO and requiring onsite presence in Durham, NC three days per week.

The ideal candidate brings 5+ years in FP&A or investment management within insurance or asset management, with strong modeling and data

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred).
• 5+ years of FP&A, investment analysis, or investment management in insurance or asset management.
• Strong knowledge of investment products, financial markets, and accounting principles
• Proficiency in financial modeling, Excel, Power BI, or data visualization tools.
• Experience with Bloomberg, BlackRock Aladdin and Clearwater is a plus.

Responsibilities

• Develop and maintain financial models for investment forecasting, scenario analysis, and performance tracking.
• Prepare monthly, quarterly, and annual investment analytics for senior management and stakeholders.
• Analyze investment portfolio trends, returns, and asset allocation strategies to optimize financial performance.
• Yield Analysis: track New Money Yield vs. Portfolio Book Yield against pricing assumptions and profitability targets.
• Collaborate with investment teams, actuarial, treasury, and accounting to align strategy with goals.
• Support management reporting and presentations on investment results, trends, and strategic initiatives.

Skills

Financial modeling

Excel

Power BI

Data visualization

Communication

Presentation

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Bloomberg

BlackRock Aladdin

Clearwater

Job description

Description

Company Description:

Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we’re in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida. For more information, please visit www.aspida.com or follow them on LinkedIn.

Who We Are:

Sometimes, a group of people come together and create something amazing. They don’t let egos get in the way. They don’t settle for the status quo, and they don’t complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That’s the culture, the moxie, and the story of Aspida.

Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that’s why we’re doing things differently than everyone else in our industry. We’re dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#!+ Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers.

What We Are Looking For:

This role serves as the critical bridge between the Investment Management team and the Finance organization. You will own the forecasting, budgeting, and analytical framework for the company’s investment portfolio, with a specific focus on Net Investment Income (NII) and Spread analysis. The ideal candidate understands not just the numbers, but the mechanics of a spread-based life and annuity business model, providing insights that drive yield optimization and capital efficiency. This role serves as the critical bridge between the Investment Management team and the Finance organization. You will own the forecasting, budgeting, and analytical framework for the company’s investment portfolio, with a specific focus on Net Investment Income (NII) and Spread analysis. The ideal candidate understands not just the numbers, but the mechanics of a spread-based life and annuity business model, providing insights that drive yield optimization and capital efficiency. This role will report to the Deputy CFO and is required to be onsite 3 days a week at our Durham, NC headquarters.

What You Will Do:

• Coordinate with investment managers to develop and maintain financial models for investment forecasting, scenario analysis, and performance tracking.
• Prepare monthly, quarterly, and annual investment analytics for senior management and stakeholders.
• Analyze investment portfolio trends, returns, and asset allocation strategies to optimize financial performance.
• Yield Analysis: Track and analyze "New Money Yield" vs. "Portfolio Book Yield" to ensure alignment with pricing assumptions and profitability targets.
• Analyze market trends to identify potential impacts on the investment portfolio and future opportunities to improve investment performance or mitigate risk.
• Support budgeting and forecasting processes related to investment income and capital planning by providing forecasts on at least a quarterly basis.

Stakeholder Collaboration & Reporting:

• Partner with investment teams, actuarial, treasury, and accounting to align investment strategy with business goals.
• Support management reporting and presentations on investment results, trends, and strategic initiatives.
• Collaborate with external partners, including investment managers and auditors, to provide data insights.

What We Provide:

• Salaried, DOE
• Long-Term Incentive Plan
• Full-Time
• Full Benefits Package Available

What We Believe:

Not sure if you meet every qualification? We still encourage you to apply! We value inclusivity, welcoming candidates from diverse backgrounds, including non-traditional paths. Unique experiences enrich our team, and the willingness to dream big makes you an exceptional candidate!

At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items.

Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred).
• 5+ years of experience in FP&A, investment analysis, or investment management in the insurance or asset management industry.
• Strong knowledge of investment products, financial markets, and accounting principles
• Proficiency in financial modeling, Excel, Power BI, or data visualization tools.
• Experience with investment analytics platforms (e.g., Bloomberg, BlackRock Aladdin) and investment accounting platforms (e.g., Clearwater) is a plus.
• Excellent communication and presentation skills to convey complex financial data to senior stakeholders.
• Strong analytical and problem-solving skills with the ability to work in a fast-paced environment.