This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Manager, Investments supports the production and ongoing management of investment-related deliverables for the Company’s institutional businesses, including Pension Risk Transfer (PRT), Funding Agreement Backed Notes (FABN), and the offshore reinsurance platform. This role is a senior individual contributor responsible for day-to-day portfolio management, asset-liability management (ALM), liquidity oversight, and reinvestment strategy execution. A core focus of the role is portfolio monitoring and decision support, requiring the ability to synthesize complex information, identify emerging issues, and recommend actionable solutions with limited direction. Duties and Responsibilities - In-force Management/Asset Liability Management (ALM) - Analyze actual versus expected investment deployment related to new business flows; independently identify deviations, diagnose root causes, and recommend corrective actions. - Maintain an enterprise-level view of portfolio liquidity, cash positioning, and reinvestment capacity across products, legal entities, and asset classes. - Monitor portfolio runoff, liquidity needs, and reinvestment timing to support business growth and capital efficiency. - Track and evaluate asset-liability cash flow profiles and portfolio positioning relative to risk limits, investment guidelines, and strategic objectives. - Proactively identify emerging risks, inconsistencies, or misalignments before they become material issues. - Strategic Asset Allocation (SAA)/New Business Planning - Support the design, implementation, and ongoing refinement of Strategic Asset Allocation frameworks for the Company’s institutional business lines and offshore reinsurance entities. - Partner with external asset managers and internal stakeholders to forecast asset needs and future purchase activity. - Evaluate new investment opportunities in the context of portfolio fit, liquidity, capital efficiency, and ALM objectives. - Provide analytical support for pricing, new business onboarding, and long-term portfolio planning. - Tactical Asset Allocation (TAA) - Support intra-year portfolio optimization to align asset allocation with evolving business needs, market conditions, and product-specific pricing considerations. - Assess trade-offs between yield, liquidity, risk, and capital impact when evaluating tactical allocation decisions. - Investment Operations & Stakeholder Coordination - Liaise with Treasury, Middle Office, and Investment Accounting to ensure trade activity, cash movements, and data flows are accurate and timely. - Improve operational efficiency within cash management, portfolio reporting, and data processes through automation and process redesign. - Identify, investigate, and resolve data inconsistencies or errors across investment systems and reports. - Coordinate and manage consolidated portfolio reporting used for internal decision-making, actuarial modeling, and corporate planning. - Communicate investment activity, positioning, and directives clearly to external asset managers on a regular basis. - Collaborate cross-functionally with Actuarial and Finance/FP&A teams to translate investment activity into inputs for forecasting, modeling, and analysis. - Respond to ad hoc analytical requests from senior stakeholders with clear, concise, and decision-oriented outputs. - Assist in the development and informal mentoring of analysts or interns, as appropriate. Qualifications - Bachelor’s degree in mathematics, economics, investments or related field - 7+ years of investment-related experience - CFA and/or ASA designation preferable Knowledge, Skills & Abilities - Advanced technical and financial modeling skills with the ability to automate/streamline current processes - Effective verbal and written communication skills - Superior analytical and problem-solving skills - Proficiency in MS Excel and PowerPoint - Familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar) Other Requirements - Perform other functions, duties and projects, as assigned - Regular and punctual attendance - Ability to travel up to 25% Benefits - Flexible work environment: in-office, hybrid, and remote work arrangements - Compliance with federal and state disability laws with reasonable accommodations

• Own the design, rollout, and continuous improvement of core cross-functional business processes, ensuring initiatives move smoothly from strategy to execution • Identify operational inefficiencies across Finance and Accounting, Product & Engineering, HR, and Business Development, and lead initiatives that drive measurable improvements in speed, accuracy, cost, and scalability • Serve as a central point of accountability for complex, multi-stakeholder operational projects, ensuring alignment, clear ownership, and timely delivery • Develop and maintain clear documentation and SOPs for new and evolving processes to support consistency and scalability • Partner with Finance to define, track, and operationalize key metrics across revenue, team spend, and operational performance • Oversee the development of dashboards, reporting, and analytical tools that translate complex data into clear insights for leadership and functional teams • Ensure data accuracy, consistency, and usability across systems and reports • Work closely with Finance, Accounting and other departments to design workflows that improve handoffs, reduce friction, and enable growth • Support initiatives such as order-to-cash optimization, margin and profitability reporting, KPI automation, and new operational workflows tied to product or process launches • Act as a trusted operational partner to senior leaders, helping prioritize initiatives and evaluate tradeoffs • Lead operational planning and execution for mergers, acquisitions, and strategic partnerships, serving as the primary owner of post-close integration efforts • Partner with executive leadership, Finance, Legal, Operations, Product, and external stakeholders to develop clear integration roadmaps, timelines, and success metrics • Oversee the integration of systems, processes, data, and reporting across acquired or partnered entities, ensuring minimal disruption to ongoing operations • Identify and mitigate integration risks related to financial operations, order-to-cash workflows, reporting accuracy, and cross-functional handoffs • Establish clear governance, communication cadences, and accountability structures throughout the integration lifecycle • Track and report on integration progress, synergy realization, and operational performance against pre-defined goals • Directly manage and mentor the Finance Operations Data Analyst, setting priorities, providing technical and strategic guidance, and supporting professional development • Ensure analytics and automation work is tightly aligned with business priorities and delivers actionable insights to stakeholders • Act as a thought partner to Finance leadership on how to structure, resource, and scale operational analytics and process improvement efforts

• Support clients in analyzing current operations, identifying improvement opportunities, and translating strategic goals into practical changes in process, workflow, and program execution. • Facilitate discovery sessions, process workshops, and working meetings with client stakeholders and SMEs. • Develop as-is and to-be process maps, workflow diagrams, SOPs, and implementation documentation. • Identify opportunities for process improvement, role clarification, and decision support. • Translate operational findings into requirements, user stories, governance inputs, or implementation recommendations. • Support development of roadmaps, operating models, and change recommendations. • Help clients make practical decisions that improve execution, alignment, and service delivery.

• Lead the daily business operations function for the Digital Health department, ensuring alignment with organizational priorities and strategy is achieved. • Oversee the execution and ongoing optimization of digital health programs, partnering with IT, Operations, and other key stakeholders to ensure the efficiency, scalability, and sustainability of Digital Health programs through business operation functions including registration, scheduling, revenue cycle management, project management, and quality assurance. • Partner with the data team to develop and maintain metrics, dashboards, and reporting tools to track performance, identify gaps, and drive data-informed recommendations to Digital Health leadership team. • Champion continuous improvement by evaluating workflows, identifying inefficiencies, and implementing operational best practices alongside the Digital Health Program leaders. • Oversee contract management for Digital health operations including contract execution, accounts receivable/payable, and alignment of contract with departmental and system goals. • Partner with Finance and Revenue Cycle to ensure billing requirements are well defined, implemented, and tracked within the department for all Digital Health services. • Support clinician onboarding processes with Medical Staff and Provider Credentialing to ensure appropriate setup and alignment with departmental needs. • Coordinate with Legal, Compliance, and Digital Health Program Leadership to verify all current and future Digital Health initiatives comply with relevant billing, regulatory, and legal standards. • Collaborate with Legal, Compliance, and Revenue Cycle teams to proactively identify and mitigate current and future risks regarding Digital Health service offerings. • Maintain up-to-date knowledge of digital health regulations and payer requirements, and propose changes into operational processes based on guidelines from Legal, Compliance, Public Affairs and other key stakeholders. • Manage, coach, and develop a high-performing team responsible for supporting digital health operations and program execution. • Set clear goals, provide performance feedback, and support career development opportunities for team members. • Cultivate a culture of accountability, collaboration, and innovation within the Digital Health operations team. • Allocate responsibilities and resources effectively to meet project timelines and organizational goals. • Serve as a key liaison across departments including IT, Data, Finance, Revenue Cycle, Operations, Legal, and Compliance. • Foster strong cross-functional relationships to enable seamless coordination and timely delivery of initiatives. • Engage approved external vendors, partners, or consultants as needed to support project implementation and success. • Represent Digital Health operations in executive and steering committee meetings, providing updates and insights to senior leadership as needed based on business operational functions. • Provide regular updates to Digital Health leadership and other key stakeholders throughout the implementation and optimization lifecycle.