Investments FP&A Manager: Yield & Strategy Leader

Aspida Oy; Durham, Northern (NC, KY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Salaried, DOE

Long-Term Incentive Plan

Full Benefits Package

Job summary

Aspida Financial Services, LLC is seeking a senior FP&A professional to lead forecasting, budgeting, and analytical framework for our investment portfolio, focusing on Net Investment Income and spread analysis. This role bridges Investment Management and Finance, reporting to the Deputy CFO and requiring onsite presence in Durham, NC three days per week.

The ideal candidate brings 5+ years in FP&A or investment management within insurance or asset management, with strong modeling and data

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred).
• 5+ years of FP&A, investment analysis, or investment management in insurance or asset management.
• Strong knowledge of investment products, financial markets, and accounting principles
• Proficiency in financial modeling, Excel, Power BI, or data visualization tools.
• Experience with Bloomberg, BlackRock Aladdin and Clearwater is a plus.

Responsibilities

• Develop and maintain financial models for investment forecasting, scenario analysis, and performance tracking.
• Prepare monthly, quarterly, and annual investment analytics for senior management and stakeholders.
• Analyze investment portfolio trends, returns, and asset allocation strategies to optimize financial performance.
• Yield Analysis: track New Money Yield vs. Portfolio Book Yield against pricing assumptions and profitability targets.
• Collaborate with investment teams, actuarial, treasury, and accounting to align strategy with goals.
• Support management reporting and presentations on investment results, trends, and strategic initiatives.

Skills

Financial modeling

Excel

Power BI

Data visualization

Communication

Presentation

Education

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

Tools

Bloomberg

BlackRock Aladdin

Clearwater

Job description

Aspida Financial Services, LLC is seeking a senior FP&A professional to lead forecasting, budgeting, and analytical framework for our investment portfolio, focusing on Net Investment Income and spread analysis. This role bridges Investment Management and Finance, reporting to the Deputy CFO and requiring onsite presence in Durham, NC three days per week.

The ideal candidate brings 5+ years in FP&A or investment management within insurance or asset management, with strong modeling and data