Investment FP&A Manager – Yield & Portfolio Analytics

Aspida; Durham (AR); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Long-Term Incentive Plan

Full-Time

Full Benefits Package Available

Job summary

Aspida is seeking a skilled finance-focused professional to own forecasting, budgeting, and analytical frameworks for the investment portfolio, concentrating on NII and spread analysis. This onsite role at our Durham, NC headquarters reports to the Deputy CFO, with collaboration across multiple finance teams.

The ideal candidate has 5+ years in FP&A or investment management within insurance or asset management, strong modeling and communication skills, and proficiency with Excel and BI tools.

Qualifications

• 5+ years of FP&A, investment analysis, or investment management.
• Strong knowledge of investments, markets, and accounting.
• Proficiency in financial modeling and data visualization.
• Excellent communication and presentation skills.

Responsibilities

• Develop and maintain financial models for investment forecasting and scenario analysis.
• Prepare monthly, quarterly, and annual investment analytics for senior leadership.
• Analyze portfolio trends, returns, and asset allocation to improve performance.
• Conduct yield analyses comparing New Money Yield and Portfolio Book Yield against pricing assumptions.
• Collaborate with investment, actuarial, treasury, and accounting teams to align strategy.
• Support budgeting and forecasting for investment income and capital planning quarterly.

Skills

FP&A experience

investment analysis

communication skills

problem-solving

fast-paced environment

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Excel

Power BI

Bloomberg

Aladdin

Clearwater

Job description

Aspida is seeking a skilled finance-focused professional to own forecasting, budgeting, and analytical frameworks for the investment portfolio, concentrating on NII and spread analysis. This onsite role at our Durham, NC headquarters reports to the Deputy CFO, with collaboration across multiple finance teams.

The ideal candidate has 5+ years in FP&A or investment management within insurance or asset management, strong modeling and communication skills, and proficiency with Excel and BI tools.