Senior Investment Professional, Enterprise Portfolio Management
Core
Senior Investment Professional supporting enterprise portfolio management, asset allocation, and product pricing strategies for insurance and annuity products.
Role type
Senior IC investment professional (ALM & SAA)
Builds
Asset allocation models, investment policy targets, and quantitative frameworks for product pricing and risk assessment.
Domain
Insurance / Enterprise Portfolio Management / Fixed Income
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Asset/Liability Management (ALM), Strategic Asset Allocation (SAA), fixed income securities analysis, cashflow modeling, economic capital modeling, rating agency capital requirements, life insurance and annuity product knowledge, database tools proficiency.
Preferred skills
Actuarial experience, CFA designation, MBA, fixed income portfolio modeling software expertise.
Technologies
Database tools, fixed income portfolio modeling software, economic capital modeling tools.
Responsibilities
Solve moderate to complex ALM and SAA problems for mid-large accounts; optimize investment portfolio allocations under liability and capital constraints; design investment policy targets and limits; build quantitative models to evaluate asset allocation strategies and assess risk/profitability; support portfolio strategy for product pricing and corporate development.
Seniority
Senior, hands-on IC