Investment Analyst

Investment Analyst

We're a fast-growing, privately held insurance company on a path to become a leading U.S. retail platform. We believe every client and customer relationship holds the potential to grow into something greaterand the same is true for our people. As we grow, we're redefining how great talent connects with meaningful workenabling our ambitious strategy while building a culture of high performance, creativity, and partnership.

About the Role:

We're looking for an Investment Analyst who will play a critical role in executing Prosperity Life's investment strategy. In this role, you'll work as part of the Office of the Chief Investment Officer ("CIO") to oversee investment management. You'll be responsible for working as part of a team to oversee strategy execution, credit surveillance, and asset liability management (ALM) risk. This role will build and produce both ongoing and ad hoc reporting and analysis.

What You'll Do:

Investment Oversight

• Monitors and assesses performance of investment managers.
• Communicates asset allocation strategies.
• Build credit surveillance processes.
• Identify and track key performance indicators.
• Contributes perspectives on the investment environment to assist in portfolio construction and investment strategy.
• Assess impacts to liquidity, asset liability management, and regulatory capital.

Monitor Investment Performance and Risk

• Reviews portfolio risk metrics and develops strategies to maximize yield while controlling risk variables.
• Develops strategies to implement Strategic Asset Allocation output.
• Monitors portfolio metrics vs asset allocation targets.
• Reviews purchases and sales of investments.
• Analyze investment impacts to NAIC RBC and statutory capital, leading capital adequacy insights and governance across entities
• Reviews and analyzes investment reports in order to contribute to investment decisions.
• Partners with accounting on impairment and valuation topics, etc.
• Identifies and mitigates risks in the overall investment process.

Management Reporting & Insights

• Prepare investment reporting and insights for senior leadership, including market updates, investment performance, capital impacts, and emerging risks.
• Translates complex analytics into clear, actionable insights for senior leadership, executive committees, Board, and non-technical audiences.
• Support development of materials for executive committees and Board-level discussions.

Cross-Functional Business Partnership

• Collaborate with FP&A, actuarial, treasury, tax, accounting, and product teams to embed investment considerations into planning, pricing, and strategic initiatives.
• Effectively manages ownership for investment inputs required by other departments (i.e. corporate projection model, actuarial models, etc.).
• Provide insights to support decision-making on new business and organizational priorities.

Process Improvement

• Drive enhancements to investment analytics, modeling capabilities, and reporting processes
• Improve efficiency, automation, and governance of investment-related workflows

What You Bring:

• Bachelor's degree in finance, accounting, or related field of study; 2-5 years of progressively responsible related experience in investment management, accounting, investment banking; or equivalent combination of education and/or experience.
• Progress or achievement of Chartered Financial Analyst (CFA) designation or MBA is a plus.
• Advanced Excel/modeling capabilities; ability to synthesize complex data into clear insights and recommendations.
• Strong knowledge of liquid credit and private markets
• Exhibits ability to conduct ongoing independent research into market trends and activity.
• Strong ability to communicate technical concepts clearly and partner effectively across functions
• Ability to work efficiently both in a team setting, and independently with minimal supervision
• Possesses strong analytical and problem-solving skills.

• Well-organized, assertive, self-motivated and be able to prioritize in a fast-paced environment.
• Proactive approach, ability to think creatively about problems and use initiative to propose new, practical strategies/solutions is essential.

What We Offer:

• A collaborative, inclusive environment that values authenticity, accountability, and partnership.
• The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what's next.
• Competitive compensation package comprised of base salary and incentive bonus; compensation will be commensurate with candidate's skills and experience.
• A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance.
• Hybrid work arrangement: this role is based in our Miami office but flexible arrangements (including remote work) may be considered for the right candidate.