Investment Analyst

JOB SUMMARY

The investment analyst supports a range of investment functions including treasury management, regulatory compliance, reporting, and financial analysis. This role will have experience with data validation, trend analysis, financial controls, and reporting for stakeholders. It will also play a crucial role in various investment-related compliance processes and support cross-departmental functions.

ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Investment Analysis & Reporting:
  1. Analyze and report on trends, comparing actual vs. expected results.
  2. Perform internal and external investment analysis and prepare reports for the Management Investment Committee and Board.
  3. Conduct quarterly watchlist and impairment assessments.
  4. Monitor, report, and analyze business and investment transactions and trends.
  5. Provide ad-hoc analytic requests.
• Treasury Management:
  1. Assist with treasury management tasks.
• Compliance:
  1. Ensure compliance with internal control procedures and maintenance of evidence of controls.
  2. Assist with ERM tasks, providing insights into risk management practices.
  3. Assist with preparation of investment schedules for required external reporting and filings.
  4. Address auditor requests in a timely and accurate manner.
• Data Management:
  1. Conduct data validation, ensuring accuracy and compliance with regulatory standards.
  2. Prepare and manage investment book of record (Clearwater) files for various reports, including management, board, and regulatory reporting.
  3. Support file preparation for actuarial data needs and other ad hoc requests.
  4. Reconcile data across Clearwater systems, ensuring data integrity.
• Stakeholder Collaboration:
  1. Work closely with cross-functional teams, including treasury and actuarial, to ensure data accuracy and meet project deadlines.
  2. Provide support for senior members of the Investments team and external managers in the evaluation of information used in various asset modeling, portfolio optimization, and trade processes.
• Actively seeks and proposes methods for continuing process improvements in reporting, analysis, and system functions.
• May have supervisory responsibilities.

Performs other related duties as necessary or assigned.

SUCCESS PROFILE
Knowledge, Skills, and Abilities

• Demonstrate the Wellabe core competencies of change, communication, customer focus, financial acumen, innovation, teamwork, critical thinking, and decision making. For a full description of each competency, please visit wellabe.com/core-competencies.
• Embrace and foster a diverse and inclusive culture that aligns with our commitment to THRIVE Toolkit: We are building resources for employee reference, including a diversity driven book club, leadership training, and a culture of betterment philosophy. Hear: Every employee has a voice. We listen with attention to gain knowledge and to understand. Respect: We empower people by respecting and appreciating their differences. Inclusion: We support a collaborative workforce that promotes belonging and respect that increases participation and contribution from all employees. Value: All employees are appreciated for their uniqueness. Equity: For all.
• Demonstrate an Agile mindset* of trust, teamwork, and transparency and capability to implement agile tools into daily work, allowing for quick adaption to change. (*An agile mindset is the set of attitudes supporting an agile working environment including trust, teamwork, transparency, respect, improvement, ongoing learning, pride in ownership, focus on delivering value, and the ability to adapt to change.)
• Embrace our culture of betterment, which surrounds the question: Does this decision fit with our mission and core values while enhancing the outcome for our customers, our business, and our associates.
• Proficiency in investment analysis and financial reporting.
• Familiarity with financial controls, data validation, and compliance processes is a plus.
• Deep familiarity with Excel.
• Strongly analytical with problem-solving skills, attention to detail, and an effective communicator.
• Highly motivated and a self-starter, willing to take on responsibility and hold self and others accountable.
• Ability to work under deadlines and prioritize accordingly. Willingness to learn new proficiencies to accommodate evolving technologies.
• Basic knowledge of insurance industry practices and knowledge of securities.
• Experience with Clearwater and other financial systems is highly desirable.
• Experience with R, Python or other data science language is a plus.
• Experience with fund documentation such as subscription docs is a plus

EDUCATION AND EXPERIENCE

Education

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. Progression towards a CFA is a plus.

Experience

• 3-5 years in investment analysis or a related financial role.

TRAVEL REQUIREMENTS

Travel Required?

Type

Percentage

Yes

Trainings/Seminars/Conferences

Minimal

PHYSICAL REQUIREMENTS

·         Primarily works in an office environment (or in-home office) performing work that is sedentary which involves remaining stationary and working on a computer for long periods of time

·         Must be able to review, assess, and/or analyze data and figures by viewing a computer screen, including extensive reading.

·         Regularly communicates with others in-person, via video conferencing, electronically (including email), or by phone to exchange accurate information.

This job description does not list all activities, duties, or responsibilities that may be required. The employee in this position may be assigned other duties at any time with or without notice.

This job description does not constitute a contract of employment and the company may exercise its employment-at-will rights at any time.