Investment Analytics Manager

Summary

Join Fidelity & Guaranty Life Insurance Company (F&G) as the Manager, Investment Center of Excellence (COE) – Investment Analytics! Lead the Investment COE – Investment Analytics team, responsible for analyzing and presenting investment portfolio results to senior management. You will lead data processes, develop narratives for investment performance, and collaborate with other teams. This role requires a Bachelor's degree, 7+ years of relevant experience, and strong analytical and communication skills. The position 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 accounting, finance, or related field
• Minimum of 7 years of experience in investment accounting, investment reporting and/or financial planning & analysis required
• Prior experience supervising or managing a team
• Strong Statutory and GAAP accounting and reporting knowledge for limited partnerships, fixed income investments, and structured securities
• Strong communication, organization, and analytical skills
• Strong computer knowledge including high level of proficiency in Excel and PowerPoint; familiarity and knowledge of SQL, Tableau and Alteryx a plus
• Strong experience with accounting subledger and ledgers, investment data, databases and report writing
• Ability to handle multiple complex tasks and prioritize in a fast-paced environment
• Ability to collaborate with other teams, challenging current processes and driving efficiencies

Responsibilities

• Responsible for the timely output of data, analytics and insights that articulate a clear understanding of the results of the Company’s investment portfolio
• Lead the Investment COE – Investment Analytics data processes and assist the team to drive the creation of scalable processes and methods for investment analytics to support broader organizational goals
• Use advanced understanding of investments to assist in developing the narrative for investment portfolio performance
• Assist with the design and delivery of investment results for executive-level presentations, ensuring alignment with corporate FP&A strategy
• Assist the Investment COE team to transform investment income analysis processes, focusing on scalability and automation
• Collaborate with the Investment Strategy and Investment FP&A teams to integrate systems, processes and procedures
• Provide Investment Strategy data and information to support the Company’s forecasting process
• Lead and mentor investment analytics team to ensure production of deliverables to key stakeholders in a timely and accurate manner
• Collaborate with other areas of the Investment COE to provide ad-hoc investment reporting and analysis
• Support the Director, Investment Center of Excellence – Investment Analytics with special projects, as needed
• Perform other functions, duties and projects, as assigned
• Regular and punctual attendance

Preferred Qualifications

• Experience with GAAP and statutory accounting for insurance company general account portfolios preferred
• CPA, CFA and/or MBA preferred

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