Investment Analyst

Summary

Join Fidelity & Guaranty Life Insurance Company (F&G) as an Investment Analyst and support the Director, Investments in producing investment-related deliverables. You will research new investment ideas, manage strategic and tactical asset allocation, and handle the day-to-day portfolio management. This role involves collaboration with the Investments department, other company areas, and external asset managers. The position reports to the Director, Investments and offers a flexible work environment with in-office, hybrid, and remote options. F&G is an equal opportunity employer committed to creating a great workplace.

Requirements

• Bachelor’s degree in mathematics, economics, investments or related field
• 1-3 years of investment-related experience
• Expertise in analytic systems linkage and report automation
• Strong capabilities required in MS Excel and Powerpoint; familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar)
• Effective verbal and written communication skills
• Superior analytical and problem-solving skills
• Strong capabilities required in MS Excel and PowerPoint
• Strong capabilities required in MS Excel and Powerpoint; familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar)
• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Minimal travel required (less than 10%)

Responsibilities

• Assist in the development and evaluation of investment strategies, incorporating results of asset modeling, reporting, and analysis, ensuring appropriate alignment with ALM, earnings, and capital, while managing to Investment Guidelines
• Provide support for senior members of the Investments team in the evaluation of information used in various asset modeling, portfolio optimization, and trade program process
• Coordinate, automate and manage consolidated reporting for the Company’s investment portfolio
• Help communicate investment directives and needs to the external asset managers in a timely and regular manner
• Investment Operations Liaise with Treasury/Middle Office/Investment Accounting to ensure trade activity is flowing appropriately to downstream systems
• Improve operational efficiency of the cash management process
• Manage the investment data process; automate existing processes; integrate various systems
• Detect and correct data errors coming from the existing database
• Help in the calculation of CECL allowances for impairments
• Collaborate cross-functionally across departments such as Actuarial and Finance FPA to communicate investment activity for use in actuarial modeling and corporate planning and analysis
• Provide ad-hoc analytical requests

Preferred Qualifications

• CFA and/or ASA designation
• Strong capabilities preferred in Bloomberg, BlackRock Aladdin, Clearwater

Benefits

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