Senior Analyst – Cash Flow Modeling, Analytics

Role Overview

• Develops, maintains, and validates complex asset flow projection models, using BondEdge or comparable fixed income modeling systems.
• Executes and validates production runs and reconciles outputs to security master data, market inputs, and portfolio analytics.
• Ensures modeling assumptions, methodologies, and documentation meet requirements across ALM, Actuarial, and Investments.
• Supports analyses used for SAA, in force optimization, new business pricing, liquidity planning, and stress testing.
• Collaborates across Actuarial, ALM, Portfolio Management, Investment Strategy, Finance, and Enterprise Risk to ensure accuracy, consistency, and interpretability of modeling practices.
• Communicates modeling assumptions, sensitivities, and output drivers to both technical and nontechnical audiences with clarity and credibility.
• Integrates cash flow outputs with actuarial models, ALM platforms, portfolio systems, optimization tools, and other enterprise operations.
• Maintains consistent data governance practices, including version control, quality checks, and audit ready documentation.
• Ensures modeling approaches adhere to NAIC statutory accounting guidance, RBC capital factors, and Bermuda Monetary Authority (BMA) frameworks.
• Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with senior management to incorporate new trends and developments in current and future solutions.
• Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
• Identifies and directs the implementation of process improvements that significantly improve quality across the team, department and/or business unit for their assigned area(s) of responsibility.
• Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects for their assigned area(s) of responsibility.
• Supports enterprise initiatives related to balance sheet optimization, capital efficiency, and risk informed investment strategy evaluation.
• Contributes to internal audit, regulatory examinations, and model risk governance reviews.

Requirements

• 4 Year/Bachelor's degree (or equivalent)
• 5 – 7+ Years experience in Investments, ALM, portfolio analytics, or quantitative modeling directly related to the specific responsibilities of this position.
• Demonstrated ability to identify and recommend process improvements.
• Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues);
• Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Extensive experience with BondEdge or comparable cashflow modeling systems (e.g., FactSet, BlackRock Aladdin, Bloomberg PORT, Yield Book).
• Strong proficiency in Python and/or modern data engineering tooling for data processing, automation, and model integration.
• Deep understanding of fixed income analytics, including duration/convexity, prepayments, structured products, reinvestment, and credit migration.

Tech Stack

• Python

Benefits

• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling
• Health coaching and employee assistance program
• Tuition assistance program
• Leadership development and virtual training opportunities