Investment Analyst
Miami, FL · On-site
Contributes perspectives on the investment environment to assist in portfolio construction and investment strategy. * Assess impacts to liquidity, asset liability management, and regulatory capital.
Investment Analyst
Miami, FL · On-site
Contributes perspectives on the investment environment to assist in portfolio construction and investment strategy. * Assess impacts to liquidity, asset liability management, and regulatory capital.
Contributes perspectives on the investment environment to assist in portfolio construction and investment strategy. * Assess impacts to liquidity, asset liability management, and regulatory capital.
Contributes perspectives on the investment environment to assist in portfolio construction and investment strategy. * Assess impacts to liquidity, asset liability management, and regulatory capital.
Create, maintain, and enhance various models to assist the FRM team with liquidity reporting and asset-liability management * Extract data from business intelligence databases or other sources using ...
Create, maintain, and enhance various models to assist the FRM team with liquidity reporting and asset-liability management * Extract data from business intelligence databases or other sources using ...
Create, maintain, and enhance various models to assist the FRM team with liquidity reporting and asset-liability management * Extract data from business intelligence databases or other sources using ...
Create, maintain, and enhance various models to assist the FRM team with liquidity reporting and asset-liability management * Extract data from business intelligence databases or other sources using ...
Chief Credit Officer - Remote
Orlando, FL · Remote
$180K - $275K/yr
... Asset-Liability Management Committee (ALCO); contributes to development of and adherence to appropriate loan pricing disciplines within construct of prudent ALCO guidelines. · Monitors and assist in ...
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Chief Credit Officer - Remote
Orlando, FL · Remote
$180K - $275K/yr
... Asset-Liability Management Committee (ALCO); contributes to development of and adherence to appropriate loan pricing disciplines within construct of prudent ALCO guidelines. · Monitors and assist in ...
Life Actuary Consulting Manager
Tampa, FL · On-site
... asset liability management, or financial reporting * 6+ years of experience in financial reporting across statutory, US GAAP, IFRS, or tax methodologies for individual life insurance and annuity ...
Life Actuary Consulting Manager
Tampa, FL · On-site
... asset liability management, or financial reporting * 6+ years of experience in financial reporting across statutory, US GAAP, IFRS, or tax methodologies for individual life insurance and annuity ...
... asset liability management, or financial reporting * 6+ years of experience in financial reporting across statutory, US GAAP, IFRS, or tax methodologies for individual life insurance and annuity ...
... asset liability management, or financial reporting * 6+ years of experience in financial reporting across statutory, US GAAP, IFRS, or tax methodologies for individual life insurance and annuity ...
Life Actuary Consulting Manager
Miami, FL · On-site
... asset liability management, or financial reporting * 6+ years of experience in financial reporting across statutory, US GAAP, IFRS, or tax methodologies for individual life insurance and annuity ...
Life Actuary Consulting Manager
Miami, FL · On-site
... asset liability management, or financial reporting * 6+ years of experience in financial reporting across statutory, US GAAP, IFRS, or tax methodologies for individual life insurance and annuity ...
... Asset Liability Management (ALM), Treasury, Finance, Risk Management, or related analytical functions. * OR ~ Any equivalent combination of education, training or experience approved by Human ...
... Asset Liability Management (ALM), Treasury, Finance, Risk Management, or related analytical functions. * OR ~ Any equivalent combination of education, training or experience approved by Human ...
... asset liability management, or financial reporting * 8+ years of experience in financial reporting across statutory, US GAAP, IFRS, or tax methodologies for individual life insurance and annuity ...
... asset liability management, or financial reporting * 8+ years of experience in financial reporting across statutory, US GAAP, IFRS, or tax methodologies for individual life insurance and annuity ...
... Asset Liability Management (ALM), Treasury, Finance, Risk Management, or related analytical functions. * OR ~ Any equivalent combination of education, training or experience approved by Human ...
... Asset Liability Management (ALM), Treasury, Finance, Risk Management, or related analytical functions. * OR ~ Any equivalent combination of education, training or experience approved by Human ...
... asset liability management, or financial reporting * 8+ years of experience in financial reporting across statutory, US GAAP, IFRS, or tax methodologies for individual life insurance and annuity ...
... asset liability management, or financial reporting * 8+ years of experience in financial reporting across statutory, US GAAP, IFRS, or tax methodologies for individual life insurance and annuity ...
... asset liability management, or financial reporting * 8+ years of experience in financial reporting across statutory, US GAAP, IFRS, or tax methodologies for individual life insurance and annuity ...
... asset liability management, or financial reporting * 8+ years of experience in financial reporting across statutory, US GAAP, IFRS, or tax methodologies for individual life insurance and annuity ...
Treasury Analyst
Melbourne, FL · Hybrid
$66K - $70K/yr
As a Treasury Analyst , you will support the Finance Department by analyzing and reporting on key treasury functions, including the Credit Union's investment portfolio, asset-liability management ...
Treasury Analyst
Melbourne, FL · Hybrid
$66K - $70K/yr
As a Treasury Analyst , you will support the Finance Department by analyzing and reporting on key treasury functions, including the Credit Union's investment portfolio, asset-liability management ...
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Client Relations Director
Tampa, FL · On-site
$110K - $130K/yr
... platform · Asset / Liability management for non-qualified deferred compensation plans · Participate in the hiring process as needed · Participate as a team member in special projects ...
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Be Seen First
Client Relations Director
Tampa, FL · On-site
$110K - $130K/yr
... platform · Asset / Liability management for non-qualified deferred compensation plans · Participate in the hiring process as needed · Participate as a team member in special projects ...
Treasury Analyst
Melbourne, FL · On-site
$66K - $70K/yr
As a Treasury Analyst , you will support the Finance Department by analyzing and reporting on key treasury functions, including the Credit Union's investment portfolio, asset-liability management ...
Treasury Analyst
Melbourne, FL · On-site
$66K - $70K/yr
As a Treasury Analyst , you will support the Finance Department by analyzing and reporting on key treasury functions, including the Credit Union's investment portfolio, asset-liability management ...
Reporting to the Assistant Vice President for Risk Management, the Director leads the day to day ... Researches and reports on the most cost-effective plans to minimize asset liability * Recommends ...
Reporting to the Assistant Vice President for Risk Management, the Director leads the day to day ... Researches and reports on the most cost-effective plans to minimize asset liability * Recommends ...
Reporting to the Assistant Vice President for Risk Management, the Director leads the day to day ... Researches and reports on the most cost-effective plans to minimize asset liability * Recommends ...
Reporting to the Assistant Vice President for Risk Management, the Director leads the day to day ... Researches and reports on the most cost-effective plans to minimize asset liability * Recommends ...
Senior Accountant
Pensacola, FL · On-site
$70K - $87K/yr
As a startup asset manager, we have an exciting opportunity to build a team and culture for the ... Timely reconciliation of asset, liability, and clearing accounts to ensure accurate reporting and ...
Senior Accountant
Pensacola, FL · On-site
$70K - $87K/yr
As a startup asset manager, we have an exciting opportunity to build a team and culture for the ... Timely reconciliation of asset, liability, and clearing accounts to ensure accurate reporting and ...
Assistant Asset Liability Management information
What is the difference between Assistant Asset Liability Management vs Assistant Treasury Analyst?
| Aspect | Assistant Asset Liability Management | Assistant Treasury Analyst |
|---|---|---|
| Primary Focus | Managing asset and liability risks, balance sheet optimization | Managing cash flow, liquidity, and short-term investments |
| Certifications | Typically CFA, CPA, or related certifications | Often CFA or treasury-specific certifications |
| Work Environment | Banking, financial institutions, corporate finance | Banking, corporate treasury departments |
| Key Responsibilities | Risk assessment, balance sheet management | Cash management, liquidity analysis |
Assistant Asset Liability Management focuses on balancing assets and liabilities to minimize risk and optimize financial stability, while Assistant Treasury Analyst concentrates on managing liquidity, cash flow, and short-term investments. Both roles require similar certifications and are common in banking and corporate finance environments, but their core responsibilities differ in scope and focus.
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 21 days ago
Job description
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
Monitor Investment Performance and Risk
Management Reporting & Insights
Cross-Functional Business Partnership
Process Improvement
What You Bring:
What We Offer:
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 allocation targets.
- Reviews purchases and sales of investments.
- Analyze investment impacts to NAIC RBC and statutory capital, leading capital adequacy insights and governance across entities
- Reviews and analyzes investment reports in order to contribute to investment decisions.
- Partners with accounting on impairment and valuation topics, etc.
- Identifies and mitigates risks in the overall investment process.
Management Reporting & Insights
- Prepare investment reporting and insights for senior leadership, including market updates, investment performance, capital impacts, and emerging risks.
- Translates complex analytics into clear, actionable insights for senior leadership, executive committees, Board, and non-technical audiences.
- Support development of materials for executive committees and Board-level discussions.
Cross-Functional Business Partnership
- Collaborate with FP&A, actuarial, treasury, tax, accounting, and product teams to embed investment considerations into planning, pricing, and strategic initiatives.
- Effectively manages ownership for investment inputs required by other departments (i.e. corporate projection model, actuarial models, etc.).
- Provide insights to support decision-making on new business and organizational priorities.
Process Improvement
- Drive enhancements to investment analytics, modeling capabilities, and reporting processes
- Improve efficiency, automation, and governance of investment-related workflows
What You Bring:
- Bachelor's degree in finance, accounting, or related field of study; 2-5 years of progressively responsible related experience in investment management, accounting, investment banking; or equivalent combination of education and/or experience.
- Progress or achievement of Chartered Financial Analyst (CFA) designation or MBA is a plus.
- Advanced Excel/modeling capabilities; ability to synthesize complex data into clear insights and recommendations.
- Strong knowledge of liquid credit and private markets
- Exhibits ability to conduct ongoing independent research into market trends and activity.
- Strong ability to communicate technical concepts clearly and partner effectively across functions
- Ability to work efficiently both in a team setting, and independently with minimal supervision
- Possesses strong analytical and problem-solving skills.
- Well-organized, assertive, self-motivated and be able to prioritize in a fast-paced environment.
- Proactive approach, ability to think creatively about problems and use initiative to propose new, practical strategies/solutions is essential.
What We Offer:
- A collaborative, inclusive environment that values authenticity, accountability, and partnership.
- The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what's next.
- Competitive compensation package comprised of base salary and incentive bonus; compensation will be commensurate with candidate's skills and experience.
- A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance.
- Hybrid work arrangement: this role is based in our Miami office but flexible arrangements (including remote work) may be considered for the right candidate.
About Prosperity
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