Investment Analyst

About the job

The Opportunity

The Investment Analyst supports the team in its portfolio construction, manager oversight, and monitoring responsibilities across Martello Re’s $19 billion investment portfolio.

This position offers opportunity for exposure to many aspects of insurance asset management. In particular, the Investment Analyst will support the team in: implementing and monitoring portfolio management strategies, monitoring portfolio risk parameters (e.g., duration cash flows, credit quality, etc.) in relation to asset-liability management, and regulatory/accounting guidelines. Additionally, Investment Analyst supports and participates in various projects with other groups, including Actuarial, Enterprise Risk Management, and Finance.

This role offers a unique opportunity to join an exciting new startup, building the foundation for a sizable and enduring business.

Objectives and Responsibilities of the role:

• Support the investment team in managing the daily activity for the investment portfolio.
• Assist in the development or enhancement of reporting tools to monitor performance, portfolio allocation, positioning relative to strategic asset allocation, risk limits, earnings budget, and others.
• Monitor and track mandates with investment managers.
• Assist in analyzing and reconciling investment accounting data and analytics.
• Regular communication and collaboration with key stakeholders across the group, including Actuarial, Enterprise Risk Management, and Finance.
• Be involved in the monthly and quarterly internal and external reporting cycles, including the preparation of presentations to executive management and external parties.
• Assist in evaluating the macro-economic environment to help determine portfolio allocations and strategy.
• Tracking, evaluating, and reporting developments in financial markets.
• Other duties as assigned. 

Required Skills and Qualifications:

• Bachelor’s degree in finance, mathematics, economics, or equivalent
• 1-3 years of work experience in the financial services industry; experience in and knowledge of insurance asset management is a plus
• Strong analytical and interpersonal skills
• Excellent oral and written communication skills
• Good understanding of capital markets
• Proficient with Bloomberg and Microsoft Office software suite
• Strong work ethic with high standards for performance
• Ability to take initiative
• Pursuit of Chartered Financial Analyst (“CFA”) professional designation preferred.

Compensation and Location

Competitive salary, bonus and benefits package commensurate with experience. This is a Charlotte, NC. based position and those currently not residing in Charlotte, NC. or unable to relocate will not be considered. 

Note to Recruitment Agencies

We kindly request that you do not forward any resumes to Martello Re employees unless specifically requested for this position or other roles within our organization.

Martello Re bears no responsibility for fees related to unsolicited resumes.