Investments FP&A Manager - Private Equity

Oliver James; Morrisville (NC); On-site; USD 110,000 - 160,000; Full time

Job summary

Oliver James is partnering with a growing life & annuity insurance platform to hire an FP&A Manager/Senior Manager focused on Investments. The role leads forecasting, budgeting, and analytics tied to the investment portfolio, with emphasis on NII and spread analysis. You will translate investment performance into actionable insights for senior leadership.

Strong communication and cross-functional collaboration are essential in a high-visibility environment.

Qualifications

• 5+ years FP&A, investment analytics, or investment management within insurance or asset management.
• Strong understanding of fixed income investments, financial markets, and insurance accounting concepts.
• Advanced Excel and financial modeling; experience with Power BI or similar tools preferred.
• Exposure to platforms such as Bloomberg, Aladdin, Clearwater, or similar is a plus.
• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred.

Responsibilities

• Own investment forecasting, budgeting, and scenario modeling across the portfolio.
• Analyze NII, spread performance, and yield metrics (new money yield vs. book yield).
• Prepare monthly, quarterly, and annual investment analytics for executive stakeholders.
• Partner closely with Investments, Actuarial, Treasury, and Accounting to align strategy and results.
• Monitor market trends and assess impacts to portfolio performance and capital planning.
• Support management reporting, presentations, and external stakeholder requests.

Skills

FP&A

Investment analytics

Excel

Power BI

Bloomberg/Aladdin

Education

Bachelor's degree in Finance/Accounting/Economics

MBA or CFA preferred

Tools

Bloomberg

Aladdin

Clearwater

Job description

I'm partnering exclusively with a growing life & annuity insurance platform to help them hire an FP&A Manager / Senior Manager focused on Investments. This role sits at the intersection of Investment Management and Finance, owning the forecasting, budgeting, and analytics tied to the investment portfolio, with a heavy emphasis on Net Investment Income (NII) and spread analysis.

This is a high-visibility opportunity for someone who understands the mechanics of a spread-based insurance business and can translate investment performance into actionable financial insight for senior leadership.

Key Responsibilities

• Own investment forecasting, budgeting, and scenario modeling across the portfolio
• Analyze NII, spread performance, and yield metrics (new money yield vs. book yield)
• Prepare monthly, quarterly, and annual investment analytics for executive stakeholders
• Partner closely with Investments, Actuarial, Treasury, and Accounting to align strategy and results
• Monitor market trends and assess impacts to portfolio performance and capital planning
• Support management reporting, presentations, and external stakeholder requests

Ideal Background

• 5+ years of experience in FP&A, investment analytics, or investment management within insurance or asset management
• Strong understanding of fixed income investments, financial markets, and insurance accounting concepts
• Advanced Excel and financial modeling skills; experience with Power BI or similar tools preferred
• Exposure to platforms such as Bloomberg, Aladdin, Clearwater, or similar is a plus
• Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred)

This role is well-suited for someone who wants to move beyond pure reporting and play a meaningful role in investment strategy, profitability, and capital efficiency within an insurance environment.