Investment Analyst - Remote, Data-Driven Portfolio Support

F&G; United States; Hybrid; USD 70,000 - 100,000; Full time

Job summary

F&G is seeking an Investment Analyst to support the Director, Investments in producing investment deliverables, researching new ideas, strategic and tactical asset allocation, and day-to-day portfolio management. The role involves collaboration with the Investments department, other Company areas, and external asset managers.

The position reports to the Director, Investments and requires 1-3 years of investment experience, strong Excel/PowerPoint skills, and familiarity with Bloomberg/FactSet.

Qualifications

• 1-3 years of investment-related experience.
• Bachelor’s degree in mathematics, economics, investments or related field.
• Expertise in analytic systems linkage and report automation.
• CFA and/or ASA designation preferable.
• Strong capabilities in Excel and PowerPoint; familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar).
• Strong capabilities preferred in Bloomberg, BlackRock Aladdin, Clearwater.

Responsibilities

• Assist in the development and evaluation of investment strategies, incorporating results of asset modeling, reporting, and analysis, ensuring appropriate alignment with ALM, earnings, and capital, while managing to Investment Guidelines.
• Provide support for senior members of the Investments team in the evaluation of information used in various asset modeling, portfolio optimization, and trade program process.
• Coordinate, automate and manage consolidated reporting for the Company’s investment portfolio.
• Help communicate investment directives and needs to the external asset managers in a timely and regular manner.
• Collaborate cross-functionally across departments such as Actuarial and Finance FPA to communicate investment activity for use in actuarial modeling and corporate planning and analysis.
• Provide ad-hoc analytical requests.

Skills

Investment analysis

Asset modeling

Reporting automation

PowerPoint

Education

Bachelor’s degree in mathematics, economics, investments or related field

Tools

Access/database

SQL

VBA

Bloomberg

FactSet

Job description

F&G is seeking an Investment Analyst to support the Director, Investments in producing investment deliverables, researching new ideas, strategic and tactical asset allocation, and day-to-day portfolio management. The role involves collaboration with the Investments department, other Company areas, and external asset managers.

The position reports to the Director, Investments and requires 1-3 years of investment experience, strong Excel/PowerPoint skills, and familiarity with Bloomberg/FactSet.