Insurance Investment Analyst — Multi-Asset Strategy

Axonic Insurance Services LLC; New York (NY); Sur place; USD 90 000 - 140 000; Plein temps

Résumé du poste

Axonic Insurance Services LLC is seeking an Investment Analyst to join its Investment Team. This role supports cross-functional analytical and execution work across asset‑liability management, strategic asset allocation, asset sourcing, and reporting for the general account.

The ideal candidate has 2–5 years of investment experience, strong financial modeling skills, and fluency with fixed income, structured credit, and private credit investments within an insurance context.

Qualifications

• 2–5 years of investment experience, preferably with an insurance company or asset manager supporting insurance/general-account portfolios.
• Strong financial modeling and analytical skills, including advanced proficiency in Excel.
• Familiarity with fixed income, structured credit, and private credit investments preferred.
• Exposure to insurance investment concepts, including statutory accounting, RBC, or regulatory investment requirements, preferred.
• Ability to work across multiple asset classes, investment functions, and shifting priorities.
• Strong written and verbal communication skills.

Responsabilités

• Provide cross-functional analytical and execution support across AXI’s investment functions, shifting across priorities as the needs of the Investment Team evolve.
• Support asset‑liability management and strategic asset allocation analysis, including cash flow modeling, duration and convexity analysis, and scenario and stress testing.
• Conduct asset and portfolio surveillance to assess performance, risk, and emerging trends across the investment portfolio.
• Evaluate risk‑based capital treatment and related capital considerations across asset classes and investment structures.
• Support analysis and diligence for reinsurance transactions, sidecars, affiliated vehicles, and other strategic structures, including economics, capital treatment, asset‑liability impacts, and counterparty assessment.
• Support evaluation and implementation of new investment programs, strategic partnerships, asset management relationships, and funding arrangements, including financial modeling, investment guidelines, collateral requirements, and capital considerations.
• Build and maintain transaction models and supporting materials, coordinate diligence and documentation workstreams, and track key initiatives through execution and governance.
• Support analysis of statutory and regulatory investment requirements applicable to the insurance company’s general account.
• Monitor the portfolio against applicable investment limitations and support related compliance analysis and reporting.
• Coordinate with external investment managers and subadvisors, including Axonic Capital, PGIM, BlackRock, and other partners, on investment activity, portfolio information, and reporting.
• Utilize investment management and reporting platforms, including Clearwater and Aladdin, to support portfolio analysis, data integrity, and reporting.
• Develop and maintain dashboards, recurring reports, and other analytical tools used by the Investment Team and senior management.

Connaissances

Financial modeling

Analytical thinking

Cross-functional collaboration

Strong communication

Insurance concepts

Outils

Excel

Aladdin

Clearwater

Description du poste

Axonic Insurance Services LLC is seeking an Investment Analyst to join its Investment Team. This role supports cross-functional analytical and execution work across asset‑liability management, strategic asset allocation, asset sourcing, and reporting for the general account.

The ideal candidate has 2–5 years of investment experience, strong financial modeling skills, and fluency with fixed income, structured credit, and private credit investments within an insurance context.