Investment Analytics Manager

Overview

• Lead investment analytics processes for stress testing and portfolio surveillance in a dynamic financial environment.
• Collaborate with senior leadership and clients to deliver actionable insights and reports.
• Utilize Python and advanced Excel for data analysis and automation improvements.
• Work across diverse asset classes including CMBS, CLO, ABS, and Private Credit.
• Contribute to strategic decision-making through detailed financial analytics.
• Engage in a hybrid work environment with opportunities for professional growth.
• Support ad-hoc analytical requests with precision and urgency.
• Develop and maintain robust analytical tools and processes for efficiency.

Key Responsibilities & Duties

• Manage quarterly stress testing cycles including scenario specification, data assembly, and final deliverables.
• Produce monthly portfolio surveillance reports across multiple asset classes.
• Enhance Python-based analytical tools for data transformation and reporting automation.
• Collaborate with portfolio management and actuarial teams on investment decisions.
• Ensure data pipeline integrity through automated validation checks.
• Present findings to stakeholders in clear and actionable formats.
• Maintain and update stress assumptions with documented rationale.
• Support senior leadership with high-quality analytical deliverables.

Job Requirements

• Bachelor’s or Master’s degree in Finance, Economics, Mathematics, or related STEM field.
• 8-12 years of experience in investment analytics or structured finance.
• Proficiency in Python and advanced Excel for analytical workflows.
• Knowledge of CMBS, CLO, ABS, and Private Credit asset classes.
• Understanding of insurance capital frameworks and regulatory requirements.
• Experience producing executive-level reports and presentations.
• CFA, FRM, or equivalent designation preferred.
• Strong critical thinking and problem-solving skills.