Senior Investments Analyst

Key Responsibilities

• Develop and produce daily, weekly, monthly, and quarterly reports on portfolio risk metrics and investment performance.
• Develop and maintain strong relationships with investment managers and third-party service providers.
• Prepare presentation materials for senior management and for the Investment Committee.
• Develop dashboards to monitor existing investments, including performance and investment risk. 
• Develop and enhance stress testing and scenario analysis using Aladdin
• Monitor Level 3 investments by tracking cash flows, valuations, and investment income.
• Assist with the Strategic Asset Allocation (SAA) reviews.
• Assist with the due diligence on new investments and external managers.
• Leverage AI tools to efficiently synthesize investment information. 
• Assess investment suitability considering regulatory requirements, capital, liquidity, and risk appetite. 
• Assist with the submission of investment related activity pertaining to Rating Agency and Regulatory surveys.
• Evaluate the accounting implications of investment decisions, including impacts on financial statements and capital position; draft technical memos.
• Assist with quarterly external reporting (e.g., investment narratives, pricing verification, fair value levelling).
• Monitor FX exposure, review hedging activities, and optimize currency risk management.
• Support treasury operations and cash management. 
• Lead and manage ad hoc projects as required.

Skills, Knowledge and Expertise

• Bachelor’s degree in finance, accounting, or related field is required; advanced degree is preferred.
• CFA designation is required; a professional accounting (CA, CPA, or ACA) would be considered a strong advantage.
• 5+ years of relevant experience is required; insurance asset management experience is preferred.
• Strong quantitative and analytical skills, with a solid understanding of capital markets and strategic asset allocation.
• Good understanding of investment risk, stress testing and scenario analysis.
• Knowledge of fixed income, multi-asset investing, and alternative asset classes (e.g., private credit, private equity, real estate, and hedge funds).
• Experience working with external asset managers is preferred.
• Familiarity with multi-currency portfolios.
• Strong understanding of investment accounting principles (IFRS preferred)
• Experience with investment systems such as BlackRock Aladdin and Clearwater (or equivalent) required.
• Advanced proficiency in analytical and reporting tools, as well as the Microsoft Office suite.
• Strong organizational and time management skills, with the ability to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills.
• Ability to build effective relationships with internal stakeholders and external partners.
• Strong work ethic, with the ability to work extended hours, including weekends during peak periods.

The Lancashire Way