Job Summary
The Investment Analyst will support the Director, Investments to help produce all investment related deliverables, including researching new investment ideas, strategic- and tactical asset allocation, and day to day management of the portfolio. This position reports to the Director, Investments and has no subordinates. There will be significant interaction with other members of the Investments department, other functional areas within the Company, and key members of external asset managers serving the Company.
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 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
Experience and Education 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
- CFA and/or ASA designation preferable
- Strong capabilities required in MS Excel and Powerpoint; familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar)
- Strong capabilities preferred in Bloomberg, BlackRock Aladdin, Clearwater
Knowledge, Skills & Abilities
- 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)
- Strong capabilities preferred in Bloomberg, BlackRock Aladdin, Clearwater
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 mathematics, economics, investments or related field
- 1-3 years of investment-related experience
- Expertise in analytic systems linkage and report automation
- Strong capabilities in Microsoft Excel and Microsoft PowerPoint
- Familiarity with Microsoft Access/database, SQL, and VBA
- Familiarity with Bloomberg and FactSet (or similar)
- CFA and/or ASA designation
- Strong capabilities preferred in Bloomberg, BlackRock Aladdin, Clearwater
- Effective verbal and written communication skills
- Superior analytical and problem-solving skills
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.
