Job Summary
The Investment Analyst, Investments primary responsibilities are to support the company’s retail annuities and life business and its initiatives, including new business pricing, product development, investment performance monitoring, and reinsurance/capital initiatives. In addition, this role will also provide Investment-related modeling and analytic support to various internal functions, including Pricing, Corporate Actuarial, Capital Management, Finance, Risk, Reinsurance, Internal Control and Audit.
Duties and 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 processes.
- Provide support in preparing various reports for the Company's investment portfolio.
- Help coordinate with Actuarial Group to better link investment activities with pricing data, and asset modeling with liability models.
- Prepare asset projections to support CFT, PBR, LRT, economic capital, stress and sensitivity testing.
- Prepare asset projections and collaborate with the Finance, Capital and Reinsurance teams to support MYP and other financial reporting initiatives.
- Execute controls related to asset modeling and reporting on a periodic basis.
- Assist team members with Internal Control and Audit on investment control related questions and requests.
- Support the investment team in closing modeling gaps for SAA and ALM
- Improve processes and documentation around modeling exercises.
- Assist with ad-hoc analytical requests.
Experience and Education Requirements
- Bachelor’s degree in mathematics, statistics, finance, actuarial science or related field.
- Progression towards attainment of CFA, ASA/FSA, or similar professional designation is preferred.
- 1-3 years of experience related to actuarial asset modeling, investment modeling, reporting and analysis.
- Actuarial background is a plus.
- Life insurance product knowledge (e.g., FIA, MYGA, IUL, etc.) is preferred.
- Proficiency with SQL, Access, Tableau, Power BI or Alteryx is a plus.
- Proficiency with Factset, Aladdin, Intex, AXIS, Conning, or similar asset modeling software is a plus.
- Experience with in-house asset modeling in Python, MATLAB, R or other programming language is a plus.
- Strong technical, analytical, organizational, and communication skills.
Other Requirements
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- Perform other functions, duties and projects as assigned
- Regular and punctual attendance
- Some travel required (less than 10%)
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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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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.
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