Director

Summary

Join Fidelity & Guaranty Life Insurance Company (F&G) as the Director, Investments – Retail Business and support the company’s retail annuities and life business initiatives, including new business pricing, product development, investment performance monitoring, and reinsurance/capital initiatives. Lead Investment-related modeling and analytic support to various internal functions. Oversee and manage BAU submissions related to Retail pricing, encompassing weekly new business investment assumptions, monthly retail portfolio analytics, and retail performance tracking. Collaborate with Investment Central Vertical to set parameters for Retail Strategic Asset Allocation. Conduct periodic retail new business optimization exercises and review economics & credits of special investment opportunities to enhance retail investment performance. Perform periodic review of the retail portfolio and make recommendations for rebalance strategies. Oversee asset & liability projections and incorporate ALM views into Investment decision-making. Lead the design and implementation of Retail FWH portfolio and ALM monitoring process and make recommendations for investment strategies. Support Retail reinsurance transactions by managing the asset selection process & review of investment guidelines. Oversee the quarterly resegmentation process. Provide support on Retail Investments for the Multi-year Projection and Cashflow Testing processes. This role offers a flexible work environment with in-office, hybrid, and remote work arrangements.

Requirements

• 8+ years of experience related to asset management, portfolio analytics, or credit research
• Bachelor’s degree in mathematics, statistics, finance, actuarial science or related field
• Effective verbal and written communication skills
• Superior analytical and problem-solving skills
• Team player who is comfortable working in a dynamic, entrepreneurial environment
• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Some travel required (less than 10%)

Responsibilities

• Lead the oversight and management of BAU submissions related to Retail pricing, encompassing weekly new business investment assumptions, monthly retail portfolio analytics, and retail performance tracking
• Collaborate and lead strategic discussion with Investment Central Vertical to set parameters for Retail Strategic Asset Allocation
• Conduct periodic retail new business optimization exercises, considering asset and liability characteristics while optimizing key investment metrics
• Review economics & credits of special investment opportunities, and ultimately set recommendation to enhance retail investment performance
• Perform periodic review of the retail portfolio and partner with Blackstone analysts on relative value analyses and ultimately make recommendations for rebalance strategies to enhance portfolio investments
• Oversee asset & liability projections by partnering with corporate actuarial and retail pricing
• Incorporate ALM views into Investment decision making process
• Lead the design and implementation of Retail FWH portfolio and ALM monitoring process
• Make recommendations for investment strategies to enhancement Retail/Reinsurance objectives
• Support Retail reinsurance transactions by managing the asset selection process & review of investment guidelines
• Oversee the quarterly resegmentation process to ensure sufficient assets are backing each line of business
• Provide support on Retail Investments for the Multi-year Projection and Cashflow Testing processes

Preferred Qualifications

• Progression towards attainment of CFA or similar professional designation is preferred
• Life insurance product knowledge (e.g., FIA, MYGA, IUL, etc.) is preferred
• Proficiency with SQL, Tableau, Power BI or Alteryx is a plus
• Proficiency with Factset, Bloomberg, Aladdin, Intex, AXIS, or similar asset modeling software is a plus

Benefits

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements