Head of Client Projections & Analysis, AIS

Ares Management LLC; New York (NY); On-site; USD 220,000 - 275,000; Full time

Benefits offered by this job

Comprehensive Medical/Rx, Dental and V

401(k) with company match

Flexible Spending

Job summary

Ares Management LLC, within AIS, is seeking a highly motivated FP&A Principal to lead financial planning, forecasting, reporting, and strategic analysis of its asset portfolio in collaboration with senior management. This role focuses on data-driven insights for asset deployment, investment performance, risk management, and capital allocation.

AIS manages $28Bn+ of AUM across a diversified portfolio and collaborates with Aspida on investment solutions.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred).
• 12+ years of FP&A, investment analysis, and/or financial reporting in insurance or asset management.
• Proficiency in financial modeling, Excel, Power BI, and data visualization tools.

Responsibilities

• Develop and maintain financial models for investment forecasting, scenario analysis, and performance tracking.
• Lead data quality and accuracy of asset portfolio through reconciliation.
• Prepare analytics and reporting of portfolio trends, returns, and allocation for senior management, investors, and regulators.
• Analyze market trends to identify impacts on investment portfolio and opportunities to improve performance or mitigate risk.
• Support budgeting and forecasting of asset deployment, investment income, liquidity, and capital planning.

Skills

Financial modeling

Analytical thinking

Communication

Presentation

Education

Bachelor's degree in Finance/Accounting/Economics

MBA or CFA preferred

Tools

Excel

Power BI

Bloomberg

BlackRock Aladdin

Job description

Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

Ares is currently seeking a highly motivated, detail-oriented FP&A professional to join Ares Insurance Solutions ("AIS") as a Principal to focus on financial planning, forecasting, reporting, and strategic analysis of its asset portfolio. The ideal candidate will have a background in accounting, asset management, and capital markets with the ability to provide data-driven insights on asset deployment, investment performance, risk management, and capital allocation. This individual will be responsible for managing a team, ongoing reporting requirements, regulatory monitoring and compliance, and data quality & analytics. The Principal will be an integral part of the AIS team and will work with senior management on a variety of activities pertaining to the success of the investment portfolio.

AIS is a dedicated, in-house team that seeks to provide asset management, origination, risk analytics, capital, and M&A services to insurance clients. The team currently manages $28Bn+ of AUM across a broadly diversified asset portfolio and is the investment manager, capital solutions provider and corporate development partner to Aspida, a leading U.S. life and annuity insurance and reinsurance company.

Primary Functions and Essential Responsibilities

Financial Planning & Analysis (FP&A)

• Develop and maintain financial models for investment forecasting, scenario analysis, and performance tracking
• Lead and ensure data quality and accuracy of asset portfolio through ongoing data reconciliation
• Prepare monthly, quarterly, and annual analytics and reporting of investment portfolio trends, returns, and asset allocation strategies for senior management, investors, and regulators
• 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 of asset deployment, investment income, liquidity and capital planning

Investment Performance & Risk Analysis

• Analyze investment portfolio performance across asset classes (fixed income, equities, alternatives, etc.) and asset managers
• Evaluate investment strategies to optimize returns, capital efficiency, and risk-adjusted performance
• Prepare reports monitoring and assessing current and future potential investment risk metrics, including credit risk, interest rate risk, and market risk
• Monitor and ensure compliance with internal risk limits, investment agreements, asset requirements, and regulatory requirements across multiple jurisdictions (U.S., Bermuda, Cayman, UK, Asia)

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, auditors, and regulators to provide data insights

Qualifications & Skills

• Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred)
• 12+ years of experience in FP&A, investment analysis, and/or financial reporting in the insurance or asset management industry
• Strong knowledge of investment products, financial markets, and accounting principles (US GAAP, IFRS 9/17, NAIC, or Solvency II experience is a plus)
• Proficiency in financial modeling, Excel, Power BI, and 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 with ability to summarize complex financial data
• Strong analytical and problem-solving skills with the ability to work in a fast-paced and entrepreneurial environment

Reporting Relationships

Partner, Ares Insurance Solutions

Compensation

The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.

$220,000 -$275,000

The firm also offers robust benefits offerings.

• Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings