Head of Client Projections & Analysis, AIS

Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

Ares is currently seeking a highly motivated, detail-oriented FP&A professional to join Ares Insurance Solutions (“AIS”) as a Principal to focus on financial planning, forecasting, reporting, and strategic analysis of its asset portfolio. The ideal candidate will have a background in accounting, asset management, and capital markets with the ability to provide data-driven insights on asset deployment, investment performance, risk management, and capital allocation. This individual will be responsible for managing a team, ongoing reporting requirements, regulatory monitoring and compliance, and data quality & analytics. The Principal will be an integral part of the AIS team and will work with senior management on a variety of activities pertaining to the success of the investment portfolio.

AIS is a dedicated, in-house team that seeks to provide asset management, origination, risk analytics, capital, and M&A services to insurance clients. The team currently manages $28Bn+ of AUM across a broadly diversified asset portfolio and is the investment manager, capital solutions provider and corporate development partner to Aspida, a leading U.S. life and annuity insurance and reinsurance company.

Primary Functions and Essential Responsibilities:  

Financial Planning & Analysis (FP&A):

• Develop and maintain financial models for investment forecasting, scenario analysis, and performance tracking
• Lead and ensure data quality and accuracy of asset portfolio through ongoing data reconciliation
• Prepare monthly, quarterly, and annual analytics and reporting of investment portfolio trends, returns, and asset allocation strategies for senior management, investors, and regulators
• Analyze market trends to identify potential impacts on the investment portfolio and future opportunities to improve investment performance or mitigate risk
• Support budgeting and forecasting of asset deployment, investment income, liquidity and capital planning

Investment Performance & Risk Analysis:

• Analyze investment portfolio performance across asset classes (fixed income, equities, alternatives, etc.) and asset managers
• Evaluate investment strategies to optimize returns, capital efficiency, and risk-adjusted performance
• Prepare reports monitoring and assessing current and future potential investment risk metrics, including credit risk, interest rate risk, and market risk
• Monitor and ensure compliance with internal risk limits, investment agreements, asset requirements, and regulatory requirements across multiple jurisdictions (U.S., Bermuda, Cayman, UK, Asia)

Stakeholder Collaboration & Reporting:

• Partner with investment teams, actuarial, treasury, and accounting to align investment strategy with business goals
• Support management reporting and presentations on investment results, trends, and strategic initiatives
• Collaborate with external partners, including investment managers, auditors, and regulators to provide data insights

Qualifications & Skills:

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CFA preferred)
• 12+ years of experience in FP&A, investment analysis, and/or financial reporting in the insurance or asset management industry
• Strong knowledge of investment products, financial markets, and accounting principles (US GAAP, IFRS 9/17, NAIC, or Solvency II experience is a plus)
• Proficiency in financial modeling, Excel, Power BI, and data visualization tools
• Experience with investment analytics platforms (e.g., Bloomberg, BlackRock Aladdin) and investment accounting platforms (e.g., Clearwater) is a plus
• Excellent communication and presentation skills with ability to summarize complex financial data
• Strong analytical and problem-solving skills with the ability to work in a fast-paced and entrepreneurial environment

Reporting Relationships

Partner, Ares Insurance Solutions

Compensation

$220,000 -$275,000

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.