10+ years of institutional investment experience, with meaningful exposure to investment manager research and due diligence preferably at an Insurance Company
Deep familiarity with multi-asset class investments including fixed income, public equities, and alternative strategies (private credit, real estate, private equity etc.)
A bachelor's degree in Finance, Economics or a STEM discipline is required. An advanced degree (MBA) or CFA is strongly preferred
Demonstrated ability to generate ideas and strategies to enhance portfolio returns and mitigate risk. Experience with insurance-specific investment considerations including regulatory capital, ALM, and statutory reporting
Strong quantitative and analytical skills; proficiency in performance attribution and portfolio analytics
Self-starter with solid critical thinking and problem-solving skills. Accuracy and attention to details are other key requirements for this position
A high proficiency in Microsoft Office is required (Excel, Access, PowerPoint, Word)
Experience with investment risk systems and portfolio analytics platforms (e.g., Bloomberg, FactSet, eVestment etc.).
Excellent written and verbal communication skills with experience and comfort presenting to C-suite executives
#LI-DF1
The starting pay range for this position is:
$160,500.00 - $214,100.00 Additionally, for full time positions, you will be eligible to participate in our incentive program based upon the achievement of organization, team and personal performance.
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Remarkable benefits:
Health coverage for medical, dental, vision
401(K) saving plans with company match AND Pension
Tuition assistance
Floating holidays and PTO for community volunteer programs
Paid parental leave
Wellness programs
Employee discounts (membership, insurance,
travel, entertainment, services and more!)
"Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind
Benefits
Health insuranceDental insuranceVision insurance401(k)Paid time offEquity / stock optionsParental leave
Additional Information
Sr Investment Analyst
We are seeking an experienced Senior Investment Analyst to join our investment team. Our team is responsible for the oversight of $27+ billion investment portfolio composed of equities, fixed income and real estate. This individual will play a critical role in evaluating, selecting, and monitoring external investment managers across all asset classes, including fixed income, public equities, and potentially alternative investments. The ideal candidate brings deep institutional investment knowledge, strong analytical capabilities, and a proven track record within the insurance or the broader asset management industry. The position assists in all investment activities, reporting results of the investments of the organization which includes Insurance Company, Motor Club, defined benefit pension plan, and 401(k) plans to senior executives.
What You Need:
Investment Manager Analysis & Due Diligence
Conduct comprehensive quantitative and qualitative due diligence on external investment managers across fixed income, equities, and alternative strategies
Evaluate manager investment philosophies, processes, team structures, risk management frameworks, and operational capabilities
Perform attribution analysis and performance evaluation against relevant benchmarks and peer universes
Prepare detailed investment manager research reports and present findings and recommendations to the Investment Committee
Portfolio Monitoring & Oversight
Monitor existing manager relationships on an ongoing basis, tracking portfolio positioning, performance, personnel changes, and adherence to mandates
Identify early warning signs of style drift, team instability, or performance degradation and ensuring compliance with investment guidelines
Strategic Investment Support
Contribute to the development and execution of company's overall investment strategy
Assist in asset allocation decisions
Support the team in RFP processes, manager searches, and onboarding/offboarding of managers
Ad hoc projects as required
Reporting & Communication
Prepare and present investment performance reports for senior executives and board
Keen interest in capital markets. Responsible for identifying emerging trends, opportunities and risks in the various asset classes. Stay current on regulatory developments, and best practices in insurance investment management
Ace · Costa Mesa, CA