Manager, Investments

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

Benefits offered by this job

Competitive vacation and sick time

401(k) plan with employer contribution

Health, vision, dental, and life insurance

Job summary

Wilton Re in Norwalk, CT, is looking for a Manager of Investments to oversee and manage general account assets. This role involves collaboration with various teams and ensuring that investment portfolios align with the company's capital objectives.

Responsibilities include developing investment strategies and leading compliance monitoring. The ideal candidate will have at least six years of relevant experience and a Bachelor's degree in Finance or a related field. A competitive salary range of $130,000 to $160,000 is offered, along with a hybrid work structure.

Qualifications

• Minimum six years of experience in investment management or related financial role.
• Strong understanding of fixed income portfolios supporting insurance liabilities.
• Experience with investment accounting systems and collaboration across teams.

Responsibilities

• Develop investment strategy and assess market conditions.
• Collaborate on asset-liability management and analytics.
• Lead compliance monitoring and interpret investment guidelines.

Skills

Investment management experience

Fixed income portfolio knowledge

Advanced Excel skills

Collaboration skills

Education

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

Tools

Investment accounting systems (Clearwater)

VBA

SQL

Job description

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

• General Account Portfolio Management & Data Stewardship
  
  1. Collaborate with CIO to develop investment strategy, assess market conditions and analyze investment opportunities
  2. Execute investment strategy across public, private, and alternative asset classes
  3. Ensure investment risk management and consistency across statutory, GAAP, and economic views to support ALM, capital modeling, and management reporting
  4. Maintain a deep understanding of portfolio composition, cash flow characteristics, credit quality, liquidity profile, and risk drivers across legal entities and jurisdictions
  5. 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
  
  1. Partner with actuarial and risk teams to support asset‑liability management analysis, duration matching, liquidity stress testing, and capital sensitivity analysis
  2. Provide investment analytics and assumptions used in capital estimation, rating agency capital models, and internal risk appetite monitoring
  3. Support investment strategy implementation in alignment with liability profiles, reinsurance structures, and capital optimization objectives
• Investment Compliance & Controls
  
  1. Lead portfolio compliance monitoring, including interpretation and coding of Investment Guidelines, trust requirements, and regulatory constraints
  2. Monitor and document compliance for general account and trust assets; maintain historical records to support audits, regulatory exams, and rating agency reviews
  3. Act as a key liaison with internal and external auditors on investment‑related matters
• Reporting, Governance & Stakeholder Engagement
  
  1. Prepare and review investment reporting and analysis for senior management, the Board of Directors, regulators, and rating agencies
  2. Coordinate with external investment managers and consultants on reporting standards, data reconciliation, and portfolio reviews
  3. Support governance processes related to investment approvals, guideline updates, and portfolio changes
• New Business & Portfolio Transitions
  
  1. Support asset structuring and transition activity related to new reinsurance transactions, portfolio transfers, and block acquisitions
  2. Assist with asset manager onboarding, portfolio setup, and post‑close reporting stabilization
  3. Contribute investment analytics and due diligence support during transaction evaluation phases
• Process Improvement & Leadership
  
  1. Drive enhancements to investment analytics, reporting automation, and monitoring tools to improve efficiency, accuracy, and scalability
  2. Serve as a mentor and technical resource to junior investment and analytical staff
  3. Promote best practices in investment controls, documentation, and operational discipline

Basic Qualifications

• Minimum six 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 in Connecticut is $130,000 to $160,000.

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

Equal Opportunity Employment

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.