FP&A Manager – Portfolio/Investments – Private Equity Insurance
I’m partnering exclusively with a growing life & annuity insurance platform to help them hire an FP&A Manager / Senior Manager focused on Investments. This role sits at the intersection of Investment Management and Finance, owning the forecasting, budgeting, and analytics tied to the investment portfolio, with a heavy emphasis on Net Investment Income (NII) and spread analysis.
This is a high-visibility opportunity for someone who understands the mechanics of a spread-based insurance business and can translate investment performance into actionable financial insight for senior leadership.
Key Responsibilities
- Own investment forecasting, budgeting, and scenario modeling across the portfolio
- Analyze NII, spread performance, and yield metrics (new money yield vs. book yield)
- Prepare monthly, quarterly, and annual investment analytics for executive stakeholders
- Partner closely with Investments, Actuarial, Treasury, and Accounting to align strategy and results
- Monitor market trends and assess impacts to portfolio performance and capital planning
- Support management reporting, presentations, and external stakeholder requests
Ideal Background
- 5+ years of experience in FP&A, investment analytics, or investment management within insurance or asset management
- Strong understanding of fixed income investments, financial markets, and insurance accounting concepts
- Advanced Excel and financial modeling skills; experience with Power BI or similar tools preferred
- Exposure to platforms such as Bloomberg, Aladdin, Clearwater, or similar is a plus
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred)
This role is well-suited for someone who wants to move beyond pure reporting and play a meaningful role in investment strategy, profitability, and capital efficiency within an insurance environment.
