Investment Analyst

About Us

We’re a fast-growing, privately held insurance company on a path to become a leading U.S. retail platform. We believe every client and customer relationship holds the potential to grow into something greater—and the same is true for our people. As we grow, we’re redefining how great talent connects with meaningful work—enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. This role partners closely with the Chief Investment Officer (“CIO”), overseeing the execution of investment strategies and portfolio risk mitigation. It is ideal for someone with a deep interest in investing and a desire to focus on corporate credit, structured products, real estate, private investments, asset liability management, hedging, and regulatory capital.

About the Role

We’re looking for a Investment Analyst who will play a critical role in executing Prosperity Life’s investment strategy. In this role, you’ll work as part of the Office of the CIO to oversee investment management. You’ll be responsible for working as part of a team to oversee strategy execution, credit surveillance, and asset liability management (ALM) risk. This role will build and produce both ongoing and ad hoc reporting and analysis.

What You’ll Do

Investment Oversight

• Monitors and assesses performance of investment managers.
• Communicates asset allocation strategies.
• Build credit surveillance processes.
• Identify and track key performance indicators.
• Contributes perspectives on the investment environment to assist in portfolio construction and investment strategy.
• Assess impacts to liquidity, asset liability management, and regulatory capital.

Monitor Investment Performance and Risk

• Reviews portfolio risk metrics and develops strategies to maximize yield while controlling risk variables.
• Develops strategies to implement Strategic Asset Allocation output.
• Monitors portfolio metrics vs asset alloc...