Job Summary
A company is looking for a Sr. Analyst - Investments - Financial Planning & Analysis.
Key Responsibilities:
- Lead investment income forecasting and planning for annual and quarterly financial forecasts
- Develop management reporting packages and investment dashboards for senior leadership
- Provide financial analysis and support for the Stable Value business and evaluate financial impacts of investment decisions
Required Qualifications, Training, and Education:
- Degree in accounting, finance, actuarial, or related field
- Graduate level degree preferred
- 5+ years of relevant experience in the life insurance or investments industry preferred
- Experience analyzing investments in the life insurance industry
- Strong Excel and data management skills
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