Offer summary

Qualifications:

Bachelor’s degree in accounting, finance, or related field., Minimum of 7 years of experience in investment accounting, investment reporting, or financial planning & analysis., Prior experience supervising or managing a team is required., Strong knowledge of GAAP and statutory accounting for insurance company portfolios is preferred..

Key responsabilities:

Lead the Investment COE – Investment Analytics team in delivering timely data and insights on investment portfolio results.

Assist in developing narratives for investment performance and prepare executive-level presentations.

Collaborate with other teams to integrate systems and processes for investment analytics.

Mentor the investment analytics team to ensure timely and accurate deliverables to stakeholders.

Job description

Job Summary

The Manager, Investment Center of Excellence (COE) – Investment Analytics will lead the Investment COE – Investment Analytics team responsible for compiling analysis to support underlying Statutory and GAAP investment portfolio results and preparing presentation materials for communicating those results to senior management. The Investment COE – Investment Analytics team is responsible for delivering value-added business analysis and meaningful financial metrics, as it relates to the investment portfolio in support of enterprise-wide decision-making and has a comprehensive understanding of key business drivers.

The Manager, Investment COE – Investment Analytics reports directly to the Director, Investment COE – Investment Analytics and will have 2 direct reports. This position will work closely with the other teams within the Investment COE, Investment Strategy, FP&A, Financial Reporting and third-party asset managers.

Duties and Responsibilities

Responsible for the timely output of data, analytics and insights that articulate a clear understanding of the results of the Company’s investment portfolio.
Lead the Investment COE – Investment Analytics data processes and assist the team to drive the creation of scalable processes and methods for investment analytics to support broader organizational goals.
Use advanced understanding of investments to assist in developing the narrative for investment portfolio performance.
Assist with the design and delivery of investment results for executive-level presentations, ensuring alignment with corporate FP&A strategy.
Assist the Investment COE team to transform investment income analysis processes, focusing on scalability and automation.
Collaborate with the Investment Strategy and Investment FP&A teams to integrate systems, processes and procedures.
Provide Investment Strategy data and information to support the Company’s forecasting process.
Lead and mentor investment analytics team to ensure production of deliverables to key stakeholders in a timely and accurate manner.
Collaborate with other areas of the Investment COE to provide ad-hoc investment reporting and analysis.
Support the Director, Investment Center of Excellence – Investment Analytics with special projects, as needed.

Experience and Education Requirements

Bachelor’s degree in accounting, finance, or related field.
Minimum of 7 years of experience in investment accounting, investment reporting and/or financial planning & analysis required.
Prior experience supervising or managing a team.
Experience with GAAP and statutory accounting for insurance company general account portfolios preferred.
CPA, CFA and/or MBA preferred.

Knowledge Skills and Abilities

Strong Statutory and GAAP accounting and reporting knowledge for limited partnerships, fixed income investments, and structured securities.
Strong communication, organization, and analytical skills.
Strong computer knowledge including high level of proficiency in Excel and PowerPoint; familiarity and knowledge of SQL, Tableau and Alteryx a plus.
Strong experience with accounting subledger and ledgers, investment data, databases and report writing.
Ability to handle multiple complex tasks and prioritize in a fast-paced environment.
Ability to collaborate with other teams, challenging current processes and driving efficiencies.

Other Requirements

- Perform other functions, duties and projects, as assigned.
- Regular and punctual attendance.
- Some travel required (less than 10%).

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Additional Information

Work Environments

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.

F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com.

Join our employee-centric hybrid work environment: F&G Careers

About F&G

Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.

As a national Top Workplace¹, an Iowa Top Workplace² and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.

¹Top Workplaces USA 2022 – 2023

²Des Moines Register Top Workplaces 2018 – 2022

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