Senior Investment Management Specialist

Job Summary

A company is looking for a Senior Investment Management Specialist.

Key Responsibilities

• Act as the liaison between Investment Management and Finance for annual planning, variance reporting, and performance analysis
• Help coordinate capital management initiatives by aligning asset budgets with corporate objectives and product strategies
• Provide strategic oversight to ensure investment operations support the company's financial strength and profitability

Required Qualifications

• Extensive experience (10+ years) of investment activity within a life insurance company
• Strong analytical and financial modeling skills with the ability to turn complex data into actionable insights
• A collaborative mindset and proven ability to influence decisions across departments
• Proactive, detail-oriented approach with a commitment to accuracy and continuous improvement
• Bachelor's degree in Finance, Economics, Accounting, or related field required; advanced degree, CFA, or CPA designation preferred