Martello Re logo
Martello Re

Martello Re provides life insurers with a fresh approach to reinsurance and a long-term partner they can count on.

Investment Analytics, Reporting Associate

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteMid LevelTeam 51-200Since 2022H1B SponsorCompany SiteLinkedIn

Location

North Carolina

Posted

14 days ago

Salary

0

Seniority

Mid Level

Bachelor Degree5 yrs expEnglish

Job Description

Investment Analytics, Reporting Associate

Martello Re

• Manage the end-to-end preparation, review, and distribution of monthly, quarterly, and annual investment reports, including portfolio performance summaries and regulatory updates • Lead continuous improvement initiatives to enhance analytics and reporting efficiency, strengthen internal controls, and reduce operational risk • Design and deliver regular reporting packages with KPIs that drive investment strategy and allocation decisions across business segments • Support the investment team by applying insights from data and analytics to enhance risk-adjusted returns and portfolio construction decisions • Create and maintain models for ad hoc analysis, scenario modeling, and trend identification across asset classes • Collaborate with internal stakeholders to design and implement a scalable roadmap for data repositories and analytics systems supporting the investment function • Conduct and communicate market and macroeconomic research that informs asset allocation decisions • Perform other tasks as assigned

Job Requirements

  • Bachelor’s degree in Finance, Business, Economics, or a related quantitative discipline
  • Minimum of 5 years of relevant experience in investment reporting, analytics, or portfolio management support roles
  • Demonstrated experience in insurance asset management or within the investment function of a financial institution
  • Exceptional attention to detail with the ability to manage multiple deadlines in a fast-paced environment
  • Strong written and verbal communication skills, with the ability to present complex financial data clearly to non-technical audiences
  • Experience working at a life and annuity insurer or reinsurer
  • Familiarity with liability-driven investment strategies and asset-liability modeling
  • Experience with Bermuda regulatory reporting or solvency frameworks

Benefits

  • Prolonged periods of sitting at a desk and working on a computer
  • Must be able to lift 15 pounds at times

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