Remote Insurance Portfolio Strategist

Revol One Financial; Urbandale (IA); Remote; USD 90,000 - 130,000; Full time

Job summary

Revol One Financial is seeking an Insurance Portfolio Analyst to join the Investment Management Team on a fully remote basis. You will help oversee Revol One’s insurance investment portfolio, engage in business development, portfolio management, idea generation, analytical support and relationship management.

The role offers rapid growth in complexity and responsibility, with exposure to ALM, liquidity forecasting, hedging programs, and collaboration with Finance, Actuarial, Risk and Investment

Qualifications

• 1–4 years in insurance portfolio management or related field.
• MBA with emphasis in finance and accounting; CFA designation desired.
• Strong teammate with excellent verbal and written communication skills.
• Knowledge of fixed income instruments, ALM, risk-based capital, and regulatory frameworks.

Responsibilities

• Support management of Revol One’s insurance investment portfolio through analysis, reporting, and monitoring of positions, performance, and compliance with investment policy guidelines.
• Monitor investment portfolio performance, risk exposures, and alignment with insurance liabilities.
• Assist in ALM analysis, liquidity forecasting, and capital planning.
• Assist in the implementation, configuration, and maintenance of the investment system, including data validation, reporting build-out, and workflow optimization.
• Execute trades in accordance with hedging strategies and support the derivative hedging program through exposure monitoring and related operations.
• Produce dashboards, reports, and market insights for senior investment leadership.
• Analyze asset class trends, credit quality shifts, and duration positioning.
• Partner with Finance, Actuarial, Risk and Investment Operations for integrated balance sheet management.

Skills

Analytical skills

Communication skills

Team player

Problem solving

Attention to detail

Education

MBA in finance/accounting

CFA designation desired

Tools

FactSet

Bloomberg

Job description

Revol One Financial is seeking an Insurance Portfolio Analyst to join the Investment Management Team on a fully remote basis. You will help oversee Revol One’s insurance investment portfolio, engage in business development, portfolio management, idea generation, analytical support and relationship management.

The role offers rapid growth in complexity and responsibility, with exposure to ALM, liquidity forecasting, hedging programs, and collaboration with Finance, Actuarial, Risk and Investment