North Palm Beach, FL5 days ago
Understanding of institutional investment management, with exposure to fixed income, equities, and private markets; Knowledge of investment concepts including performance measurement, risk analysis, and portfolio construction; Familiarity with investment grade credit, structured products, and government-backed securities preferred; Basic understanding of insurance company investment considerations, including statutory accounting, capital requirements, and asset-liability management (P&C experience preferred); Exposure to private markets (private equity, private credit) is a plus; Strong analytical and quantitative skills, including proficiency in Excel and financial modeling; Knowledge of macroeconomic and capital market dynamics; Excellent written and verbal communication skills, with experience preparing presentations; High attention to detail and strong organizational capabilities; Ability to manage multiple priorities and meet deadlines in a fast-paced environment; Self-starter with the ability to work independently and collaboratively across teams. Monitor portfolio positioning relative to asset allocation targets, risk limits, and liability characteristics; Track portfolio performance, attribution, and key risk metrics (e.g., duration, credit quality, liquidity); Support monthly and quarterly reporting, including investment committee materials and senior management presentations; Assist in preparing regulatory and statutory reporting relevant to insurance portfolios (e.g., NAIC reporting, statutory filings); Ensure accuracy and timeliness of investment data across systems and reports.