What are the responsibilities and job description for the Investment Strategy & Risk Analyst position at Resolution Life?
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The Strategic Asset Allocation and ALM team is seeking an Investment Strategy & Risk Analyst who will be responsible for the development of portfolio optimization tools and investment risk models and analytics for the investment portfolio across Resolution Life Group’s (“RL”) acquired life companies and reinsured flow business portfolios. The RL portfolio consists of a diversified mix of capital-efficient investments which are continually optimized for the best risk adjusted return outcome. RL leverages relationships with third-party investment managers to invest in specific asset classes.
The Analyst will have the opportunity to gain exposure to investments across the portfolio and will also be involved in other aspects of the team’s activities including portfolio management, performance analysis, reporting, and the continuous build-out of the team’s operating infrastructure. Additionally, the Analyst will have the opportunity to have interactions with external stakeholders as well as internal stakeholders including team members from the risk, actuarial, finance, legal, and operations groups.
The RL Investment Team is a lean, flat organization that requires all individuals to contribute to generate the best outcome for RL. The environment is fast paced, flexible, and will allow the individual to gain exposure to all aspects of the investment process. The RL business expects to continue to grow in the coming years and the team will evolve along with it. The individual for this role will be expected to be a team player, willing to learn, and develop her/his skills with a positive attitude and a high degree of self-motivation.
Profile Responsibilities
The successful candidate will have the following principal accountabilities:
Resolution Life US is committed to disclosing a reasonable estimate of the base salary for our job roles. These estimates consider a wide range of factors in making base salary decisions, including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
In addition to salary, Resolution Life US offers a comprehensive benefits package, including our health & wellness program, incentive and recognition programs, and 401k contribution (all benefits are subject to eligibility requirements). The salary range reflects figures based on the primary location, which is listed first. The range for the role may differ based on the location.
At Resolution Life, we have identified the following critical skills which are key to success in our culture:
The Strategic Asset Allocation and ALM team is seeking an Investment Strategy & Risk Analyst who will be responsible for the development of portfolio optimization tools and investment risk models and analytics for the investment portfolio across Resolution Life Group’s (“RL”) acquired life companies and reinsured flow business portfolios. The RL portfolio consists of a diversified mix of capital-efficient investments which are continually optimized for the best risk adjusted return outcome. RL leverages relationships with third-party investment managers to invest in specific asset classes.
The Analyst will have the opportunity to gain exposure to investments across the portfolio and will also be involved in other aspects of the team’s activities including portfolio management, performance analysis, reporting, and the continuous build-out of the team’s operating infrastructure. Additionally, the Analyst will have the opportunity to have interactions with external stakeholders as well as internal stakeholders including team members from the risk, actuarial, finance, legal, and operations groups.
The RL Investment Team is a lean, flat organization that requires all individuals to contribute to generate the best outcome for RL. The environment is fast paced, flexible, and will allow the individual to gain exposure to all aspects of the investment process. The RL business expects to continue to grow in the coming years and the team will evolve along with it. The individual for this role will be expected to be a team player, willing to learn, and develop her/his skills with a positive attitude and a high degree of self-motivation.
Profile Responsibilities
The successful candidate will have the following principal accountabilities:
- Partner with members of the Strategic Asset Allocation and ALM to help develop Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA) tools and analytics for US acquired life companies and flow business opportunities, reflecting the nature of the liabilities and the constraints of the risk management framework.
- Contribute to the development of the investment risk framework. This includes assisting the Investment Risk Management group in developing risk models and tools for monitoring acquired risk positions.
- Develop analytics to regularly monitor performance and investment strategies of competitive landscape to benchmark the range of industry practices and identify potential opportunities.
- Develop presentation materials for Management Committee and Board of Director meetings.
- Bachelor’s degree in Finance, Math, Statistics, Actuarial Science or related area
- 2 years of experience in developing investment tools and models
- Experience in insurance industry is preferred
- Strong analytical and problem solving skills
- Proficiency with Excel and PowerPoint
- Excellent verbal and written communication skills
- Attention to detail, ability to multi-task, prioritize, and pivot efficiently
- Strong organization and interpersonal skills
- Team-player, willingness to contribute actively to team spirit
Resolution Life US is committed to disclosing a reasonable estimate of the base salary for our job roles. These estimates consider a wide range of factors in making base salary decisions, including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
In addition to salary, Resolution Life US offers a comprehensive benefits package, including our health & wellness program, incentive and recognition programs, and 401k contribution (all benefits are subject to eligibility requirements). The salary range reflects figures based on the primary location, which is listed first. The range for the role may differ based on the location.
- New York, NY: $111,700- $136,500
At Resolution Life, we have identified the following critical skills which are key to success in our culture:
- Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
- Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
- Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
- Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
- Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.
Salary : $111,700 - $136,500