Investment Analytics Manager

Overview

• Lead investment analytics initiatives, delivering actionable insights across diverse asset classes in a dynamic financial environment.
• Collaborate with senior leadership to enhance portfolio performance and strategic decision-making through advanced analytics.
• Utilize Python and advanced Excel to optimize data analysis and reporting processes for efficiency and accuracy.
• Engage in a hybrid work model, balancing remote flexibility with in-office collaboration opportunities.
• Contribute to the development and maintenance of robust analytical tools and frameworks supporting investment strategies.
• Support ad-hoc analytical requests, ensuring precision and timely delivery to meet organizational needs.
• Work across asset classes such as CMBS, CLO, ABS, and Private Credit to drive comprehensive financial analysis.
• Participate in professional growth opportunities within a collaborative and innovative team environment.

Key Responsibilities & Duties

• Manage quarterly stress testing cycles, including scenario design, data assembly, and delivery of comprehensive reports.
• Produce detailed portfolio surveillance reports, ensuring accuracy and relevance across multiple asset classes.
• Enhance Python-based tools to streamline data transformation and automate reporting workflows.
• Collaborate with portfolio management teams to inform investment decisions through insightful analytics.
• Ensure data pipeline integrity by implementing automated validation checks and quality assurance measures.
• Present analytical findings to stakeholders in clear and actionable formats, supporting strategic initiatives.
• Maintain and update stress testing assumptions, documenting rationale for transparency and consistency.
• Support senior leadership with high-quality analytical deliverables tailored to organizational objectives.

Job Requirements

• Bachelor’s or Master’s degree in Finance, Economics, Mathematics, or a related STEM field.
• Minimum 4 years of experience in investment analytics, with 8 years preferred.
• Proficiency in Python and advanced Excel for data analysis and reporting.
• Knowledge of CMBS, CLO, ABS, and Private Credit asset classes.
• Understanding of insurance capital frameworks and regulatory requirements.
• Experience creating executive-level reports and presentations for strategic decision-making.
• CFA, FRM, or equivalent professional designation is preferred.
• Strong analytical, critical thinking, and problem-solving skills to address complex financial scenarios.