Insurance Portfolio Analyst (Remote)

Revol One Financial; Urbandale (IA); Remote; USD 90,000 - 130,000; Full time

Job summary

Revol One Financial is seeking an Insurance Portfolio Analyst to join the Investment Management Team on a fully remote basis. You will help oversee Revol One’s insurance investment portfolio, engage in business development, portfolio management, idea generation, analytical support and relationship management.

The role offers rapid growth in complexity and responsibility, with exposure to ALM, liquidity forecasting, hedging programs, and collaboration with Finance, Actuarial, Risk and Investment

Qualifications

• 1–4 years in insurance portfolio management or related field.
• MBA with emphasis in finance and accounting; CFA designation desired.
• Strong teammate with excellent verbal and written communication skills.
• Knowledge of fixed income instruments, ALM, risk-based capital, and regulatory frameworks.

Responsibilities

• Support management of Revol One’s insurance investment portfolio through analysis, reporting, and monitoring of positions, performance, and compliance with investment policy guidelines.
• Monitor investment portfolio performance, risk exposures, and alignment with insurance liabilities.
• Assist in ALM analysis, liquidity forecasting, and capital planning.
• Assist in the implementation, configuration, and maintenance of the investment system, including data validation, reporting build-out, and workflow optimization.
• Execute trades in accordance with hedging strategies and support the derivative hedging program through exposure monitoring and related operations.
• Produce dashboards, reports, and market insights for senior investment leadership.
• Analyze asset class trends, credit quality shifts, and duration positioning.
• Partner with Finance, Actuarial, Risk and Investment Operations for integrated balance sheet management.

Skills

Analytical skills

Communication skills

Team player

Problem solving

Attention to detail

Education

MBA in finance/accounting

CFA designation desired

Tools

FactSet

Bloomberg

Job description

Remote Position

Company Introduction

At Revol One Financial® we offer a unique and exciting opportunity be on the ground floor of a startup that will upend the industry by being a refreshingly straight forward insurance company. Do you like to make quick decisions? Influence projects and outcomes? Be empowered to make decisions? We work differently and foster a collaborative, fun, and casual culture where employees make a meaningful impact. As an Insurance Portfolio Analyst of Revol One Financial, you will have the chance to mold & shape a critical area of Operations, work closely with leadership, work on numerous cross- function projects and wear multiple hats, all of which will be an excellent learning experience and provide opportunities for significant professional growth.

Revol One Mission & Core Values

Our Mission

is to revolution how people feel, think and experience retirement solutions.

Our Core Values

• Lead with Trust & Integrity – We walk the talk. Living with integrity means our actions always match our words.

• Treat others with Respect & Humility – We value every individual. We respect and care for each fostering a supportive and empathetic workplace culture.

• Always be Genuine, Honest & Transparent – We know what we are and what we are not. We let honesty and transparency guide our decisions and actions, ensuring we stay true to who we are.

• Own Your Entrepreneurial Spirit – Everyone acts like an entrepreneur. We take initiative, own our actions, and drive innovation.

• Embrace Fun & Flexibility – Agility and positivity defines us. We embrace the fun in everything we do staying nimble and enthusiastic.

• We are One Revol One Financial – We Can, and we Will succeed together. We face challenges head on with determination and commitment, confident in our ability to succeed.

Insurance Portfolio Analyst

This position offers an opportunity to become a key contributor within Revol One Investment Management’s Insurance Portfolio Management Team—the central hub for overseeing and managing Revol One’s investment portfolio.

We’re looking for someone with the professional and intellectual versatility to engage in all phases of this critical growth area’s life cycle. Your contributions will span business development, portfolio management, idea generation, analytical support, problem-solving, and relationship management.

This role provides significant potential for rapid growth in both complexity and responsibility, driven by your unique skills and the accelerating trajectory of our business and assets under management.

Major Duties & Responsibilities

• Support the management of Revol One’s insurance investment portfolio through analysis, reporting, and monitoring of positions, performance, and compliance with investment policy guidelines

• Monitor investment portfolio performance, risk exposures, and alignment with insurance liabilities

• Support ALM analysis, liquidity forecasting, and capital planning

• Assist in theimplementation, configuration, and ongoing maintenance of the investment system, including data validation, reporting build-out, and workflow optimization

• Execute trades in accordance with approved hedging strategies and support the derivative hedging program through exposure monitoring, reporting, and related operational activities

• Produce dashboards, reports, and market insights for senior investment leadership

• Analyze asset class trends, credit quality shifts, and duration positioning

• Partner with Finance, Actuarial, Risk and Investment Operations to ensure integrated balance sheet management

Skills, Experience & Qualifications

• A minimum of 1-4 years of relevant experience in insurance portfolio management; will consider related work experience in lieu of direct insurance-related experience

• MBA with emphasis in finance and accounting; CFA designation desired

• Strong teammate

• Excellent verbal and written communication skills

• Excellent problem-solving skills and strong analytical capabilities

• Knowledge of the following strongly desired:

  • Public and private fixed income instruments and portfolio management
  • Insurance company regulations
  • Risk-based capital for insurance companies
  • Statutory and GAAP investment accounting for insurance companies
  • Insurance company products
  • Asset-liability management in an insurance company environment
  • Liability hedging
  • PC skills and ability to use/learn analytical software: FactSet, Bloomberg

Revol One Financial® is the marketing name for Revol One Insurance Company. Revol One Insurance Company is responsible for its own financial and contractual obligations. Revol One Insurance Company is not authorized to conduct business in the state of New York.