Manager, Investments - Retail Business
Fidelity & Guaranty Life Business Services

New York, New York

This job has expired.


F&G is hiring for a Manager, Investments. The roles primary responsibilities are to support the company's retail annuities and life business and its initiatives, including new business pricing, product development, investment performance monitoring, and reinsurance/capital initiatives. In addition, this role will also lead Investment-related modeling and analytic support to various internal functions, including Retail Pricing, Risk and Reinsurance.

Duties and Responsibilities

  • Retail Pricing Support:
    • Responsible for the oversight and management of BAU submissions related to Retail pricing, encompassing weekly new business investment assumptions, monthly retail portfolio analytics, and retail performance tracking.
  • Strategic Asset Allocation:
    • Collaborate with Investment Central Vertical to set parameters for Retail Strategic Asset Allocation
  • Dynamic Asset Allocation:
    • Conduct periodic retail new business optimization exercises, considering asset and liability characteristics while optimizing key investment metrics.
  • Tactical Asset Allocation:
    • Review economics & credits of special investment opportunities, and ultimately set recommendation to enhance retail investment performance.
  • Retail Portfolio Monitor & Rebalance:
    • Perform periodic review of the retail portfolio and partner with Blackstone analysts on relative value analyses and ultimately make recommendations for rebalance strategies to enhance portfolio investments.
  • Retail ALM:
    • Oversee asset & liability projections by partnering with corporate actuarial and retail pricing.
    • Incorporate ALM views into Investment decision making process.
  • Reinsurance Portfolio Monitor:
    • Lead the design and implementation of Retail FWH portfolio and ALM monitoring process.
    • Make recommendations for investment strategies to enhancement Retail/Reinsurance objectives.
  • Reinsurance Transaction Execution:
    • Support Retail reinsurance transactions by managing the asset selection process & review of investment guidelines.
  • Resegmentation:
    • Oversee the quarterly resegmentation process to ensure sufficient assets are backing each line of business.
  • MYP and CFT Support:
    • Provide support on Retail Investments for the Multi-year Projection and Cashflow Testing processes.
Experience and Education Requirements
  • 7+ years of experience related to asset management, portfolio analytics, or credit research.
  • Bachelor's degree in mathematics, statistics, finance, actuarial science or related field.
  • Progression towards attainment of CFA or similar professional designation is preferred.
  • Life insurance product knowledge (e.g., FIA, MYGA, IUL, etc.) is preferred.
Knowledge, Skills & Abilities
  • Effective verbal and written communication skills
  • Superior analytical and problem-solving skills
  • Team player who is comfortable working in a dynamic, entrepreneurial environment
  • Proficiency with SQL, Tableau, Power BI or Alteryx is a plus.
  • Proficiency with Factset, Bloomberg, Aladdin, Intex, AXIS, or similar asset modeling software is a plus.
Other Requirements
  • Perform other functions, duties and projects as assigned
  • Regular and punctual attendance
  • Some travel required (less than 10%)

#IND-HP

#LI-MK1

#LI-Remote

Additional Information
Work Environments

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.

F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com.

Join our employee-centric hybrid work environment: F&G Careers

About F&G

Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events.

As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.

1Top Workplaces USA 2022 - 2023

2Des Moines Register Top Workplaces 2018 - 2022

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