A financial services firm is seeking an experienced Investment Analytics & Finance professional to lead financial analysis, forecasting, and performance insights across a complex and diversified investment portfolio. This is a highly analytical, commercially oriented finance role at the intersection of investments, finance, data, and strategy. The role will lead forecasting and analysis of net investment income, book yield, spread, and other key investment performance metrics, while translating portfolio activity and market dynamics into clear, forward-looking financial insights.
The Investment Analytics & Finance professional will partner closely with senior finance leadership, investment teams, FP&A, and operational teams to understand performance, explain earnings drivers, improve forecasting, and enhance the way investment information is reported and used across the organization.
This is a Hybrid role: 3 days in office.
Key Responsibilities
- Lead forecasting and analysis of investment performance, including actuals versus plan and forecast.
- Develop a deep understanding of portfolio performance across a range of products and alternative investments.
- Own and enhance driver-based forecasting models incorporating deployment and reinvestment activity, yields and spreads, prepayments, credit trends, portfolio performance, and non-recurring activity.
- Develop actual-to-forecast bridges and variance analysis that clearly explain changes in earnings and investment performance.
- Partner with investment and finance teams to investigate earnings volatility, unusual activity, and non-recurring items.
- Translate complex investment and financial data into clear, actionable insights for senior leadership.
- Prepare and present analysis for senior finance leadership and other key stakeholders, including quarterly and board-level reporting.
- Partner across finance, investment, and operational teams to connect portfolio activity with financial performance.
- Leverage AI, automation, and advanced analytics to streamline workflows, improve variance attribution, and enhance forecasting.
Qualifications & Experience
- 10+ years of relevant experience in investment management, investment banking, consulting, public accounting, corporate finance, FP&A, strategy, or a similar analytical environment.
- Strong experience in financial forecasting, investment analysis, performance reporting, and/or FP&A.
- Strong understanding of how investment portfolios, market conditions, and portfolio activity translate into financial performance.
- Exceptional analytical and problem-solving skills, with the ability to connect detailed analysis to broader business and economic drivers.
- Strong quantitative skills and advanced proficiency in Excel and PowerPoint; experience with data analytics, automation, or financial modeling tools is a plus.
- Excellent written and verbal communication skills, with the ability to explain complex financial and investment concepts clearly to senior audiences.
If interested/suitable please apply or reach out to Michael directly vie email: [email protected]
