Investment Consultant
Core
Support the Chief Investment Officer's target operating model by combining investment analytics, portfolio oversight, and governance with the development of investment solutions for insurance product innovation.
Role type
Senior IC investment consultant (insurance product solutions)
Builds
Investment mandates, processes, controls, and reporting frameworks for new and existing insurance products
Domain
Insurance + Asset Management
Required skills
Portfolio analytics, asset allocation modeling, regulatory reporting, product solutioning, quantitative analysis, project management, stakeholder coordination, financial market knowledge
Preferred skills
CFA designation, Masters degree, experience with Bloomberg/Aladdin, data visualization tools, actuarial science background
Technologies
Bloomberg, Aladdin, Microsoft Office, data visualization tools
Responsibilities
Perform portfolio analytics and performance assessment for assigned asset classes; Prepare investment insights and reporting for management; Support investment processes and governance activities; Partner with Product, Actuarial, and Risk to translate commercial requirements into investment objectives; Develop and evaluate investment solutions for new and existing insurance products; Support product-related investment workstreams from development through implementation
Seniority
Senior, hands-on IC