Analyst/ Associate, Insurance Portfolio Management

Associate / Junior

|

In Office

Meytier Premier Employer

Working there

About This Workplace

Meytier Partner

The Associate will provide support for the day-to-day activities for senior members of Ares Insurance Solutions. Key responsibilities include, but not limited to:

Monitor and analyze investment portfolios to develop an understanding of positioning and how the team can enhance portfolios to support the objectives of Aspida.


Key Responsibilities:

  • Prepare and maintain investment dashboards and reports, e.g. actual vs planned cash deployment, actual vs planned investment returns, standard portfolio and risk analytics, etc.
  • Help with the evaluation, due diligence and onboarding of new managers and new asset strategies.
  • Partner with Aspida for the onboarding of new clients/entities as well as implementing the set-up of new investment strategies.
  • Assist with client relationships for Aspida entities specific to investment portfolio.
  • Support development of investment guidelines for new entities for implementation with managers 
  • Collaborate with Ares / Aspida Accounting and Operation functions to ensure investment data integrity.
  • Prepare investment committee memos, board presentations, regulator and / or rating agency materials.
  • Provide ad-hoc analytical and reporting support as needed by the AIS Team.

Desired Profile:

  • Minimum of 2+ years of asset management, investment consulting, investment banking, or other financial services experience with solid quantitative, financial, and analytical skills.
  • Familiarity with insurance concepts helpful.
  • Knowledge of core (insurance) asset classes and fundamental investment framework / analytics.
  • Accuracy and attention to detail is essential with strong analytical acumen.
  • Experience in working with investment data.
  • Private equity caliber drive and self-motivation; ability to work effectively in a collegial, fast moving, demanding, and dynamic environment.
  • Creative problem solver, with intellectual curiosity, positive attitude, and hands on attitude.
  • Strong interpersonal and communication abilities; team player.
  • Advanced Excel skills and experience in model building / validation.
  • Ability to think and act as a business owner.
  • Working knowledge of Bloomberg and Clearwater a plus.
  • Bachelor’s Degree required, preferably in Actuarial Science, Business, Economics, Finance, Business Management, or Mathematics. Professional designations such as CFA, CPA, FRM, CAIA, etc. or an accredited actuarial qualification would be viewed favorably, but not essential.

Compensation Range:$85k- $125k


Is this job not quite the right fit? No worries, Meytier has hundreds of active, open jobs. Browse more opportunities here. If you’d like to connect with a Meytier champion for help in your job search, create an account here.

© 2024 Meytier - All Rights Reserved.
   Privacy Policy    Terms Of Use