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Senior Investments Analyst

8/27/2025

No location specified

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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