Investment Analytics, Reporting Associate
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Job Description
Investment Analytics & Reporting Associate at Martello Re supporting investment teams in data analysis and systems reporting. Collaborating with various departments while optimizing investment insights.
Responsibilities:
- Manage the end-to-end preparation, review, and distribution of monthly, quarterly, and annual investment reports, including portfolio performance summaries and regulatory updates
- Lead continuous improvement initiatives to enhance analytics and reporting efficiency, strengthen internal controls, and reduce operational risk
- Design and deliver regular reporting packages with KPIs that drive investment strategy and allocation decisions across business segments
- Support the investment team by applying insights from data and analytics to enhance risk-adjusted returns and portfolio construction decisions
- Create and maintain models for ad hoc analysis, scenario modeling, and trend identification across asset classes
- Collaborate with internal stakeholders to design and implement a scalable roadmap for data repositories and analytics systems supporting the investment function
- Conduct and communicate market and macroeconomic research that informs asset allocation decisions
- Perform other tasks as assigned
Requirements:
- Bachelor’s degree in Finance, Business, Economics, or a related quantitative discipline
- Minimum of 5 years of relevant experience in investment reporting, analytics, or portfolio management support roles
- Demonstrated experience in insurance asset management or within the investment function of a financial institution
- Exceptional attention to detail with the ability to manage multiple deadlines in a fast-paced environment
- Strong written and verbal communication skills, with the ability to present complex financial data clearly to non-technical audiences
- Experience working at a life and annuity insurer or reinsurer
- Familiarity with liability-driven investment strategies and asset-liability modeling
- Experience with Bermuda regulatory reporting or solvency frameworks
Benefits:
- Prolonged periods of sitting at a desk and working on a computer
- Must be able to lift 15 pounds at times
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