About this role

Collaborate closely with insurance clients and internal insurance team members to support investment portfolio needs through analysis, research, and communication.
Contribute to portfolio construction, asset allocation, and manager implementation while staying informed on market and regulatory developments affecting client portfolios.
Become a subject matter expert in insurance investment strategy.
Contribute to asset allocation, portfolio construction, and manager implementation idea generation across client portfolios.
Provide investment content, analysis and advice to insurance company clients.

Bachelor’s Degree in business, finance, economics, or related field
3+ years of experience in investment and/or financial analysis
Excellent analytical and communication skills, particularly with complex investment and data sets
Superior organizational and time management skills, and strong attention to detail
Proficiency in Microsoft Office 365 tools (Word, Excel, PowerPoint, SharePoint)

Insurance Investment Consultant

Key skills