Investment Quant & Data Senior Associate

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Role Overview
We’re looking for a motivated, analytically strong professional to take increased ownership of investment modelling, data analytics, and reporting across Resolution Life’s insurance portfolios. This role is suited to a candidate with 3+ years of relevant experience who can lead day-to-day delivery of EPA (Externally Projected Assets) projections, partner with stakeholders across Investments, Risk, Actuarial and Finance, and drive continuous improvement in tools, controls, and processes.

Key Responsibilities
•    Own the preparation, maintenance, and governance of EPA (Externally Projected Assets) projections for investment portfolios, including documenting methodology, assumptions, and controls.
•    Lead asset cashflow modelling for fixed income portfolios across U.S. and Bermuda balance sheets, ensuring outputs are fit-for-purpose for ALM, valuation, and risk use cases.
•    Manage modelling inputs, assumptions, and asset-level data used in investment and risk analytics; establish robust version control, audit trails, and validation checks.
•    Oversee data preparation, validation, and reconciliation across internal systems, Bloomberg, and modelling platforms (including EPA tools such as BondEdge or equivalent); investigate breaks and drive timely resolution.
•    Act as a key point of contact for investment analytics support to Actuarial and Investment teams, including regulatory, valuation, and management reporting deliverables.
•    Drive process improvement and automation (e.g., Excel/Python/SQL) to enhance efficiency, scalability, and control of analytics and reporting workflows; contribute to tool and vendor evaluations where relevant.
•    Partner with colleagues across Investments, Risk, Actuarial, Finance, and external asset managers; provide oversight on deliverables, support junior team members where applicable, and communicate insights clearly to senior stakeholders.

Skills & Experience

Essential
•    Degree in a quantitative or analytical field (Math, Economics, Engineering, Finance, Data Science, etc.).
•    3+ years of relevant experience in investment analytics, ALM, insurance asset modelling, or a related quantitative role.
•    Demonstrated knowledge of the EPA (Externally Projected Assets) process, including hands-on experience with an EPA tool (BondEdge or equivalent) and associated controls and governance.
•    Strong data and modelling capability, including advanced Excel and experience with Python and/or SQL (or equivalent) to automate and scale analytics.
•    Bloomberg knowledge preferred, including ability to source, interpret, and validate market and security reference data.
•    Strong analytical, problem-solving, and communication skills, with the ability to manage deliverables end-to-end, prioritize effectively, and influence stakeholders.

Desirable
•    Strong knowledge of fixed income instruments and insurance-related portfolios, including understanding of asset cashflows and key risk measures.
•    Experience building robust, well-controlled analytics (e.g., Python/SQL/Excel VBA) and improving processes through automation and standardization.
•    Working knowledge for Blackrock Aladdin or any other Investment Management systems 
•    Qualified or part-qualified CFA and/or actuarial qualification.

Location: New York, NY (Hybrid - 3 days per week in the office) 

Resolution Life US is committed to disclosing a reasonable estimate of the base salary for our job roles. These estimates consider a wide range of factors in making base salary decisions, including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

In addition to salary, Resolution Life US offers a comprehensive benefits package, including our health & wellness program, incentive and recognition programs, and 401k contribution (all benefits are subject to eligibility requirements). The salary range reflects figures based on the primary location, which is listed first. The range for the role may differ based on the location.

·         New York, NY:  $120,000- $150,000

Critical Skills
At Resolution Life, we have identified the following critical skills which are key to success in our culture: 

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals. 
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. 
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.