Job Summary

The Director, Investment Portfolio Analytics will lead F&G's investment data strategy and modernization efforts, focusing on data warehouse optimization, strategic data architecture, and analytics generation to support investment decisions and actuarial planning. This role combines data expertise with business acumen to transform how investment data is collected, stored, and utilized across the organization. The position involves managing investment data, supporting ad-hoc data requests, designing comprehensive data strategies, and supporting the data needed to generate cash flows for investments held.

Organization

The Director, Investment Portfolio Analytics reports to the VP, Investment Portfolio Analytics and will oversee a team of analysts. There will be significant interaction with investment strategy, investment risk, investment accounting, actuarial, middle office, treasury, and technology teams, as well as key members of external asset managers serving the company.

Duties and Responsibilities

Data Strategy & Modernization

Lead investment data warehouse modernization initiatives to improve data accessibility, quality, and processing efficiency
Design and implement comprehensive investment data strategy aligned with business objectives and regulatory requirements
Evaluate and recommend data architecture improvements to support scalable analytics and reporting
Drive automation of existing data processes and integration across various investment systems

Data Management & Analytics

Oversee the creation and maintenance of the internal reporting database to support comprehensive investment analytics and decision-making
Manage and fulfill ad-hoc data requests from internal stakeholders, ensuring accuracy and timely delivery
Support cash flow generation processes including review of data and execution of controls that are intended to validate the reasonableness of the cash flows generated
Detect and correct data errors in investment tools and interface with other investment-related data owners to ensure consistency across platforms (e.g., BlackRock Aladdin and Clearwater)

Team Leadership

Provide guidance, feedback, coaching, and performance reviews to direct reports
Foster a data-driven culture
Collaborate with technology teams on data infrastructure improvements while maintaining business focus

Experience and Education Requirements

Bachelor's degree in mathematics, economics, finance, data science, or related field
Minimum of 8 years of experience in portfolio analytics, investment data management, data warehouse operations, or related field
CFA, FRM, CIPM, and/or CAIA designation preferred
Prior leadership experience preferred
Experience with data warehouse modernization projects and data strategy development
Background in investment data analysis and cash flow modeling
Actuarial experience a plus
Experience with asset modeling and data analysis using Python, R, or similar programming languages a plus

Knowledge, Skills and Abilities

Active engagement with AI tools and technologies to enhance data analysis capabilities and drive innovation in investment analytics
Strong capabilities in Microsoft Excel (VBA) and SQL
Working knowledge of Python, Tableau, and Alteryx preferred
Experience with data warehouse technologies and ETL processes
Familiarity with Bloomberg, BlackRock Aladdin, and/or Clearwater preferred
Understanding of data architecture principles and best practices
Demonstrated understanding of fixed income analytics and investment data requirements
Strong project management skills with experience leading data modernization initiatives
Excellent problem-solving skills with advanced analytical and reasoning abilities
Ability to translate business requirements into data solutions
Experience managing and developing data-focused teams
Strong communication skills with ability to present complex data concepts to various stakeholders
Self-starter who demonstrates strong initiative and displays high energy level
Team player with ability to collaborate across functional teams and work effectively in a small group environment

Other Requirements

Perform other functions, duties and projects as assigned
Regular and punctual attendance
Minimal 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 [email protected].

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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Director, Investment Portfolio Analytics

AI overview

Additional Information