Investment Analytics & Finance (LA, Hybrid)

Oliver James Group; Los Angeles (CA); Hybrid; USD 140,000 - 230,000; Full time

Job summary

Oliver James Group seeks an Investment Analytics & Finance professional to lead forecasting, performance insights, and reporting across a diversified investment portfolio. The role partners with senior finance leadership, investment teams, FP&A, and operations to translate activity into actionable financial insights.

This hybrid role emphasizes analytical rigor, forward-looking insights, and the use of AI and automation to enhance forecasting and variance attribution across the organization.

Qualifications

• 10+ years of experience in investment management, FP&A, or related analytics.
• Strong forecasting, performance reporting and FP&A capabilities.
• Ability to translate portfolio activity into financial performance.

Responsibilities

• Lead forecasting and analysis of investment performance, including actuals vs plan and forecast.
• Develop understanding of portfolio performance across products and alternative investments.
• Own driver-based forecasting models incorporating deployment and reinvestment activity, yields, spreads, prepayments, credit trends, and non-recurring items.
• Create actual-to-forecast bridges and variance analysis to explain earnings changes.
• Collaborate with investment and finance teams to investigate earnings volatility and non-recurring items.
• Translate complex data into clear, actionable insights for senior leadership.
• Prepare and present analysis for senior finance leadership and board-level reporting.
• Partner across finance, investment, and operational teams to connect portfolio activity with financial performance.
• Utilize AI, automation, and advanced analytics to streamline workflows and improve forecasting.

Skills

Investment forecasting

Analytical skills

Advanced Excel

PowerPoint

Data analytics

Tools

Excel

PowerPoint

Financial modeling tools

Job description

A financial services firm is seeking an experienced Investment Analytics & Finance professional to lead financial analysis, forecasting, and performance insights across a complex and diversified investment portfolio. This is a highly analytical, commercially oriented finance role at the intersection of investments, finance, data, and strategy. The role will lead forecasting and analysis of net investment income, book yield, spread, and other key investment performance metrics, while translating portfolio activity and market dynamics into clear, forward-looking financial insights.

The Investment Analytics & Finance professional will partner closely with senior finance leadership, investment teams, FP&A, and operational teams to understand performance, explain earnings drivers, improve forecasting, and enhance the way investment information is reported and used across the organization.

This is a Hybrid role: 3 days in office.

Key Responsibilities

• Lead forecasting and analysis of investment performance, including actuals versus plan and forecast.
• Develop a deep understanding of portfolio performance across a range of products and alternative investments.
• Own and enhance driver-based forecasting models incorporating deployment and reinvestment activity, yields and spreads, prepayments, credit trends, portfolio performance, and non-recurring activity.
• Develop actual-to-forecast bridges and variance analysis that clearly explain changes in earnings and investment performance.
• Partner with investment and finance teams to investigate earnings volatility, unusual activity, and non-recurring items.
• Translate complex investment and financial data into clear, actionable insights for senior leadership.
• Prepare and present analysis for senior finance leadership and other key stakeholders, including quarterly and board-level reporting.
• Partner across finance, investment, and operational teams to connect portfolio activity with financial performance.
• Leverage AI, automation, and advanced analytics to streamline workflows, improve variance attribution, and enhance forecasting.

Qualifications & Experience

• 10+ years of relevant experience in investment management, investment banking, consulting, public accounting, corporate finance, FP&A, strategy, or a similar analytical environment.
• Strong experience in financial forecasting, investment analysis, performance reporting, and/or FP&A.
• Strong understanding of how investment portfolios, market conditions, and portfolio activity translate into financial performance.
• Exceptional analytical and problem-solving skills, with the ability to connect detailed analysis to broader business and economic drivers.
• Strong quantitative skills and advanced proficiency in Excel and PowerPoint; experience with data analytics, automation, or financial modeling tools is a plus.
• Excellent written and verbal communication skills, with the ability to explain complex financial and investment concepts clearly to senior audiences.