Investment Analyst

Key Duties and Responsibilities

• Conduct In-Depth Investment Analysis: Perform comprehensive analysis of investment opportunities, market trends, and portfolio performance using advanced analytical techniques and data modeling
• Portfolio Construction & Pricing: support portfolio construction efforts throughout the entire life cycle, including assumptions, optimization, strategic asset allocation creation, model management, and performance tracking for a robust pipeline of various annuity, pension, life insurance liabilities, and other new business opportunities
• Portfolio Management: Support the investment team in managing day-to-day activities for the inforce investment portfolio
• Stakeholder Collaboration: Collaborate effectively with internal teams including Actuarial, Enterprise Risk Management, Finance, Operations, and external asset managers to support investment initiatives
• Investment Research & Market Analysis: Track, evaluate, and report on developments in financial markets and their impact on portfolio allocations and strategy
• Reporting & Communication: Prepare comprehensive investment reports, performance analytics, and presentations for senior leadership and investment committee meetings
• Risk Assessment & Monitoring: Analyze investment risks, monitor compliance with investment guidelines, and support the development of risk management frameworks
• Process Improvement: Develop or enhance reporting tools to monitor performance, portfolio allocation relative to strategic asset allocation, risk limits, asset manager mandates and other key initiatives
• AI: Utilize AI tools to improve portfolio management, drive productivity, and automate rote processes.
• Other tasks as assigned

Required Education and Experience

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Data Analytics, or related quantitative field
• 0-3 years of experience in investments, asset management, insurance/reinsurance, or related financial services role
• Demonstrated academic excellence and interest in investments through coursework or extra-curricular involvement
• Comfort working with large datasets and complex financial models

Required Skills

• Proficiency in Microsoft Excel, including financial modeling and analytical tools
• Basic knowledge of insurance industry, capital markets, fixed income, and/or alternative investments preferred
• Familiarity with portfolio analytics, asset allocation concepts, and investment performance metrics
• Basic proficiency or ability to learn data visualization tools such as PowerBI, Tableau, or similar platforms
• Excellent analytical and quantitative skills with high attention to detail
• Ability to take initiative, work independently, and manage multiple projects simultaneously in a fast-paced environment
• Comfort with uncertainty and the ability to solve complex, open-ended problems
• Excellent written and verbal communication skills, with the ability to clearly convey analytical insights
• Intellectual curiosity and strong interest in financial markets, portfolio construction, and investment strategy
• Progress towards CFA or other pertinent professional certifications (e.g. ASA, FSA, CAIA)
• Experience with quantitative strategic asset allocation
• Understanding of derivatives and hedging
• Reinsurance knowledge or experience
• Familiarity with life insurance regulatory regimes (e.g. BMA, NAIC, Solvency II)
• Advanced coding skills (e.g. Python, SQL)

Location and Travel

• Martello Re welcome candidates located in Charlotte, NC, or within a reasonable commuting distance to our Charlotte office. This role follows a hybrid work model. We are proud to be an equal opportunity employer and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status.
• Occasional domestic travel (10–20%) may be required for meetings with investment managers, conferences, or training sessions.

Supervisory Responsibilities

• This position does not have direct supervisory responsibilities but may provide guidance and mentorship to interns and junior team members as needed.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.

Note for Recruitment Agencies

We kindly request that you do not forward any resumes to Martello Re employees unless specifically requested for this position or other roles within our organization. Martello Re bears no responsibility for fees related to unsolicited resumes.

Note to Applicants

Personal Information collected is used for recruitment purposes only and will be shared with hiring managers and those involved in the hiring process. We may retain your personal information for a reasonable period in compliance with applicable regulations, typically one year post application submission, to enable us to match your details with other suitable job opportunities that may arise from time to time, unless otherwise requested. Please refer to Martello Re’s Privacy Notice for further information on your rights and how we protect your personal information: Privacy Notice– Martello Re.