Job Summary
The Investments Analyst will support the Enterprise Investments vertical in managing critical front-office functions across F&G's investment business. This position will provide essential operational and analytical support for strategic asset allocation projects, investment manager due diligence and onboarding, cash management, investment reporting, and cross-functional coordination. The role reports to the Manager, Investments and has no subordinates. This position will interact regularly with members of the Investments department, Treasury, Actuarial, Investment Accounting, external asset managers, and senior leadership.
Duties and Responsibilities
- Support the investment opportunity and/or manager evaluation and selection process, including coordinating due diligence workflows and maintaining documentation
- Assist in developing and maintaining quantitative frameworks for comparing investment managers and strategies
- Conduct relative value analysis among multiple investment opportunities
- Prepare meeting agendas and take detailed notes during manager meetings and presentations
- Track manager communications, recommendations, and action items
- Coordinate new manager onboarding processes and ensure timely completion of required documentation
- Coordinate preparation of investment reports and deliverables for senior leadership and other stakeholders
- Monitor and track key investment metrics, deadlines, and deliverables
- Assist with investment and trade data management, reconciliation processes, and quality control
- Coordinate with middle office and investment accounting teams on trade flow and settlement processes
- Communicate investment activity and data to internal stakeholders in a timely manner
- Assist with portfolio monitoring activities, including tracking asset repositions and trade activity
- Help maintain investment models, assumptions, and analytical frameworks
- Support cash management and forecasting activities through data tracking and analysis
- Support process improvement initiatives to enhance operational efficiency and team effectiveness
- Provide analytical and operational support for ad-hoc investment projects and strategic initiatives
- Assist with regulatory reporting and compliance tracking as needed
- Liaise with Treasury, Actuarial, Finance, and Investment Accounting to support investment-related processes
Experience and Education Requirements
- Bachelor’s degree in finance, investments, economics, mathematics or related field.
- 1-3 years of investment-related experience (internships and relevant coursework considered)
- Strong interest in institutional investments, asset management, and financial markets
- Strong capabilities required in MS Excel and PowerPoint
- CFA Level I candidate or progress toward CFA designation preferred
Knowledge, Skills & Abilities
- Effective verbal and written communication skills
- Superior analytical and problem-solving skills
- Excellent organizational skills and attention to detail; ability to manage multiple priorities
- Demonstrated ability to create or enhance processes and workflows
- Ability to work both independently and collaboratively
- Familiarity with OneNote, SQL, VBA, Python (or similar)
- Experience with Bloomberg, BlackRock Aladdin, or Clearwater a plus
Other Requirements
- Perform other functions, duties and projects as assigned
- Regular and punctual attendance
- Minimal travel required (less than 10%)
#LI-Remote #LI-MB1
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. During the hiring process, you'll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact [email protected].
Join our employee-centric hybrid work environment: F&G Careers
About F&G
Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.
As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.
1Top Workplaces USA 2022 – 2023
2Des Moines Register Top Workplaces 2018 – 2022
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Skills Required
- Bachelor's degree in finance, investments, economics, mathematics, or related field
- 1-3 years of investment-related experience (internships and relevant coursework considered)
- Strong capabilities in MS Excel and PowerPoint
- CFA Level I candidate or progress toward CFA designation
- Effective verbal and written communication skills
- Superior analytical and problem-solving skills
- Excellent organizational skills and attention to detail; ability to manage multiple priorities
- Demonstrated ability to create or enhance processes and workflows
- Ability to work both independently and collaboratively
- Familiarity with OneNote, SQL, VBA, Python (or similar)
- Experience with Bloomberg, BlackRock Aladdin, or Clearwater
F&G Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about F&G and has not been reviewed or approved by F&G.
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Retirement Support — Retirement program features a strong 401(k) match that supports long‑term savings. Access to additional programs like an employee stock purchase plan further enhances wealth‑building options.
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Leave & Time Off Breadth — Time‑off offerings include paid time off, company holidays, and paid new‑parent leave for all parents. Added practices like Flex Fridays and volunteer time off broaden the overall leave experience.
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Healthcare Strength — Coverage spans medical, dental, vision, disability, life/AD&D, and an EAP, with specialized provisions such as gender affirming care and infertility support. Travel and lodging assistance for out‑of‑state care underscores the breadth of protections.
F&G Insights
What We Do
Established in 1959, F&G is headquartered in Des Moines, Iowa, and offers unique life insurance and annuity solutions to meet individual financial security needs through a national network of financial professionals. Our products have protected over 700,000 people across the United States. F&G is a company of individuals who believe in the power of partnerships, encourage innovation and creativity, and are transparent about decisions while delivering on their commitments. These values allow F&G to help you turn your aspirations into reality.
