Portfolio FP&A Manager - Private Equity

Oliver James; Morrisville (NC); On-site; USD 100,000 - 130,000; Full time

Job summary

A growing insurance platform is seeking an FP&A Manager to oversee forecasting and budgeting tied to the investment portfolio. The ideal candidate will have over 5 years of experience in investment analytics and possess strong understanding of financial markets and insurance accounting concepts. This high-visibility role emphasizes the translation of investment performance to actionable insights for senior leadership. Advanced Excel and financial modeling skills are essential, alongside familiarity with analytical tools like Power BI.

Qualifications

• 5+ years of experience in FP&A or investment analytics within insurance or asset management.
• Strong understanding of financial markets and insurance accounting.
• Experience with financial modeling and advanced Excel skills.

Responsibilities

• Own investment forecasting and budgeting for the portfolio.
• Analyze NII and yield metrics.
• Prepare investment analytics for executive stakeholders.
• Monitor market trends affecting portfolio performance.

Skills

FP&A experience

Investment analytics

Financial modeling

Advanced Excel

Knowledge of fixed income investments

Education

Bachelor's degree in Finance, Accounting, Economics

MBA or CFA

Tools

Power BI

Bloomberg

Aladdin

Clearwater

Job description

FP&A Manager - Portfolio/Investments - Private Equity Insurance

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.