Manager, Investments

Wilton Re Ltd.; Norwalk (CT); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Competitive vacation and sick time

401(k) with employer contribution

Profit Sharing Program

Health, vision, dental, and life insurance

Job summary

Wilton Re Ltd. in Norwalk, Connecticut is seeking a Manager, Investments to oversee and manage general account assets. This role is critical in aligning investments with reinsurance liabilities while collaborating closely with various departments such as actuarial, finance, and risk.

The ideal candidate will have a strong investment management background and be responsible for data integrity, compliance monitoring, and providing insights on portfolio performance. This position offers a hybrid working structure with a competitive salary range and a variety of benefits.

Qualifications

• Minimum 6 years of experience in investment management or related field.
• Strong understanding of fixed-income portfolios and derivatives.
• Proven ability to communicate complex information clearly.

Responsibilities

• Collaborate on investment strategy and market analysis.
• Lead portfolio compliance monitoring and governance.
• Prepare investment reporting for senior management and stakeholders.

Skills

Investment management

Analytical skills

Fixed-income portfolios understanding

Collaboration skills

Excel proficiency

Education

Bachelor’s Degree in Finance, Economics, Accounting, Mathematics or related field

Tools

Investment accounting systems

Excel

SQL

Job description

Manager, Investments

We are searching for an experienced Manager, Investments at our Connecticut office.

Position Summary

The Manager, Investments is a core member of Wilton Re’s investment organization and plays a critical role in the oversight and management of general account assets supporting the company’s reinsurance liabilities. This role partners closely with actuarial, finance, risk, audit, and new business teams to ensure the investment portfolio is aligned with liability profiles, capital objectives, and rating agency expectations. Reporting to one of the VPs of Investments, the Manager, Investments owns investment data integrity, portfolio analytics, compliance monitoring, and reporting across all asset classes, including derivatives. The role serves as a subject matter expert for general account investment reporting and supports portfolio construction, ALM analysis, capital efficiency initiatives, and regulatory and rating agency engagement across Wilton Re’s U.S. and Bermuda platforms.

Role Responsibilities

GeneralAccount Portfolio Management & Data Stewardship

• Collaborate with CIO to develop investment strategy, assess market conditions and analyze investment opportunities
• Execute investment strategy across public, private, and alternative asset classes
• Ensure investment risk management and consistency across statutory, GAAP, and economic views to support ALM, capital modeling, and management reporting
• Maintain a deep understanding of portfolio composition, cash flow characteristics, credit quality, liquidity profile, and risk drivers across legal entities and jurisdictions
• Own the collection, validation, and governance of general account investment data sourced from asset managers, investment accounting providers, and external consultants

ALM, Capital & Risk Support

• Partner with actuarial and risk teams to support asset‑liability management analysis, duration matching, liquidity stress testing, and capital sensitivity analysis
• Provide investment analytics and assumptions used in capital estimation, rating agency capital models, and internal risk appetite monitoring
• Support investment strategy implementation in alignment with liability profiles, reinsurance structures, and capital optimization objectives

Investment Compliance & Controls

• Lead portfolio compliance monitoring, including interpretation and coding of Investment Guidelines, trust requirements, and regulatory constraints
• Monitor and document compliance for general account and trust assets; maintain historical records to support audits, regulatory exams, and rating agency reviews
• Act as a key liaison with internal and external auditors on investment‑related matters

Reporting, Governance & Stakeholder Engagement

• Prepare and review investment reporting and analysis for senior management, the Board of Directors, regulators, and rating agencies
• Coordinate with external investment managers and consultants on reporting standards, data reconciliation, and portfolio reviews
• Support governance processes related to investment approvals, guideline updates, and portfolio changes

New Business & Portfolio Transitions

• Support asset structuring and transition activity related to new reinsurance transactions, portfolio transfers, and block acquisitions
• Assist with asset manager onboarding, portfolio setup, and post‑close reporting stabilization
• Contribute investment analytics and due diligence support during transaction evaluation phases

Process Improvement & Leadership

• Drive enhancements to investment analytics, reporting automation, and monitoring tools to improve efficiency, accuracy, and scalability
• Serve as a mentor and technical resource to junior investment and analytical staff
• Promote best practices in investment controls, documentation, and operational discipline

Basic Qualifications

• Minimum 6 years of experience in investment management, insurance or reinsurance, asset management, or a quantitative financial services role with general account exposure
• Strong understanding of fixed‑income portfolios supporting insurance or reinsurance liabilities; familiarity with derivatives and structured assets a plus
• Experience working with investment accounting systems (e.g., Clearwater), custodians, and external asset managers
• Advanced Excel and analytical skills, including automation and data manipulation; experience with VBA, SQL, or AI‑enabled analytics a plus
• Proven ability to collaborate across actuarial, finance, risk, and investment teams and communicate complex information clearly
• Knowledge of side cars and other types of acquisition structures a plus

Required Education / Certifications

• Bachelor’s Degree in Finance, Economics, Accounting, Mathematics, or related field; progress towards an advanced degree and/or professional designation a plus

Pay / Location

• Norwalk, CT
• Hybrid Structure
• Minimal to no travel required
• Base salary range for this position in Connecticut is between $130,000 and $160,000. Additional compensation includes annual performance‑based bonus, 401(k) with employer contribution, and profit‑sharing program. Employee may also be eligible for long‑term incentives. All incentives and benefits are subject to the applicable plan terms.

What We Offer

• Competitive vacation and sick time, including company‑paid holidays, floating holidays and early closing days
• 401(k) plan with employer contribution – US Employees Only
• Profit Sharing Program
• Competitive parental leave
• Health, vision, dental, and life insurance, including access to health and wellness programs
• Actuarial Development Program (ADP) for actuarial employees taking exams
• Employee Assistance Program (EAP)
• Current hybrid working environment
• Employee Engagement Events and various committees on site to join

Wilton Re strives to attract, develop, and retain a diverse workforce. We are committed to providing an inclusive and accessible work environment where all associates feel valued, respected, and supported. Our commitment to inclusivity is reflected in the safeguards, policies, and commitments we have in place to remove barriers and provide equal opportunities to prospective and current associates, without discrimination. A Human Resources representative is available to consult with applicants who require accommodation in the application or recruitment process. Any information shared by the applicant about an accommodation will be treated as confidential.

To All Recruitment Agencies: Please do not send any resumes or solicitations regarding open positions to Wilton Re employees unless you have been requested to work on this position or other positions with Wilton Re; please reach out to your main point of contact. Wilton Re is not responsible for any fees related to unsolicited resumes.