Position Specific Description The Insurance Portfolio Investment Analyst supports the management and oversight of the insurance company's general account investment portfolio, which includes ...
Position Specific Description The Insurance Portfolio Investment Analyst supports the management and oversight of the insurance company's general account investment portfolio, which includes ...
Position Specific Description The Insurance Portfolio Investment Analyst supports the management and oversight of the insurance company's general account investment portfolio, which includes ...
Position Specific Description The Insurance Portfolio Investment Analyst supports the management and oversight of the insurance company's general account investment portfolio, which includes ...
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Partner with Investment, Risk, Operations, Compliance, Legal and Financial Reporting teams to embed insurance and regulatory considerations into new products, asset classes, and portfolio strategies.
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Blackstone Credit & Insurance - Investment Committee Coordinator
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Blackstone Credit & Insurance Blackstone Credit & Insurance ("BXCI") is one of the world's leading credit investors. Our investments span the credit markets, including private investment grade, asset ...
Partner with Investment, Risk, Operations, Compliance, Legal and Financial Reporting teams to embed insurance and regulatory considerations into new products, asset classes, and portfolio strategies.
Partner with Investment, Risk, Operations, Compliance, Legal and Financial Reporting teams to embed insurance and regulatory considerations into new products, asset classes, and portfolio strategies.
Insurance Investment information
See salary details
$12.74 - $16.39
15% of jobs
$18.21 is the 25th percentile. Wages below this are outliers.
$16.39 - $20.04
21% of jobs
The median wage is $21.74 / hr.
$20.04 - $23.69
31% of jobs
$26.12 is the 75th percentile. Wages above this are outliers.
$23.69 - $27.34
13% of jobs
$27.34 - $30.99
0% of jobs
$30.99 - $34.64
3% of jobs
$34.64 - $38.29
3% of jobs
$38.29 - $41.94
3% of jobs
$41.94 - $45.59
3% of jobs
$45.59 - $49.24
2% of jobs
$49.24 - $52.88
6% of jobs
$12
$27
$52
How much do insurance investment jobs pay per hour?
How do insurance investments work?
What is insurance investment?
What is the highest paid position in insurance?
What jobs make $1,000,000 a year?
What is the difference between Insurance Investment vs Insurance Underwriter?
| Aspect | Insurance Investment | Insurance Underwriter |
|---|---|---|
| Primary Role | Managing investments related to insurance company assets or client portfolios | Assessing and evaluating insurance applications to determine risk and coverage |
| Required Credentials | Finance or investment certifications (e.g., CFA), financial background | Insurance licenses, actuarial exams, risk assessment skills |
| Work Environment | Financial firms, investment departments within insurance companies | Insurance companies, underwriting departments |
| Industry Usage | Finance and insurance sectors, focusing on asset management | Insurance industry, focusing on policy approval and risk management |
Insurance Investment professionals focus on managing and optimizing investment portfolios related to insurance assets, while Insurance Underwriters evaluate insurance applications to determine risk and coverage terms. Both roles require industry-specific knowledge but differ in their core functions and skill sets.
What is the highest paid job in insurance?
How does an Insurance Investment professional typically collaborate with actuarial and underwriting teams?
What are the key skills and qualifications needed to thrive in Insurance Investment, and why are they important?

Full-time
Posted 4 days ago
NextEra Energy rating
8.3
Based on 54 frontline employees who took The Breakroom Quiz
23rd of 50 rated energy and utility
Job description
At PALMS Insurance, a NextEra Energy company, we specialize in offering customized insurance solutions that address the unique needs of our clients. Our commitment to excellence, reliability, and customer satisfaction sets us apart as a trusted provider in the insurance industry. Are you ready to make a meaningful difference? Become a part of our team today.
Position Specific Description
The Insurance Portfolio Investment Analyst supports the management and oversight of the insurance company's general account investment portfolio, which includes primarily investment grade fixed income, government-backed securities, and private market investments (e.g., private credit and private equity). This role focuses on portfolio analysis, monitoring, reporting, and operational support, while developing into a broader investment professional with exposure to asset allocation, manager selection, and insurance-specific investment considerations.
The individual interfaces with external asset managers, consultants, custodians, and internal stakeholders including Accounting, Risk, Actuarial, and Finance to ensure effective portfolio management aligned with regulatory and liability-driven objectives.
Key Responsibilities:
Portfolio Monitoring & Reporting
- Monitor portfolio positioning relative to asset allocation targets, risk limits, and liability characteristics;
- Track portfolio performance, attribution, and key risk metrics (e.g., duration, credit quality, liquidity);
- Support monthly and quarterly reporting, including investment committee materials and senior management presentations;
- Assist in preparing regulatory and statutory reporting relevant to insurance portfolios (e.g., NAIC reporting, statutory filings);
- Ensure accuracy and timeliness of investment data across systems and reports.
Operations & Portfolio Management Support
- Coordinate with internal and external parties to ensure investment activity is recorded accurately and in compliance with regulatory and accounting standards;
- Assist with cash flow management, capital deployment, and liquidity planning;
- Support onboarding and monitoring of private market investments, including capital calls, distributions, and documentation;
- Maintain portfolio analytics systems and contribute to enhancements in reporting infrastructure.
Portfolio Strategy & Analytics
- Support development and implementation of portfolio strategies aligned with insurance liabilities and capital requirements;
- Conduct scenario analysis and stress testing to evaluate portfolio resilience under different market conditions;
- Analyze macroeconomic and market trends and assess implications for portfolio positioning;
- Assist in evaluating relative value across fixed income sectors and private market opportunities.
Manager Oversight & Due Diligence
- Monitor performance and risk exposures of external managers across public and private asset classes;
- Conduct quantitative and qualitative analysis of manager performance and portfolio holdings;
- Support due diligence on new investment opportunities, including preparation of investment memos and presentations;
- Review legal, structural, and financial aspects of investment opportunities, particularly in private credit and private equity.
Special Projects
- Contribute to initiatives such as portfolio optimization, ALM analysis, and technology platform enhancements;
- Support ad hoc analyses and strategic projects as required.
Skills and Experience
- Understanding of institutional investment management, with exposure to fixed income, equities, and private markets;
- Knowledge of investment concepts including performance measurement, risk analysis, and portfolio construction;
- Familiarity with investment grade credit, structured products, and government-backed securities preferred;
- Basic understanding of insurance company investment considerations, including statutory accounting, capital requirements, and asset-liability management (P&C experience preferred);
- Exposure to private markets (private equity, private credit) is a plus;
- Strong analytical and quantitative skills, including proficiency in Excel and financial modeling;
- Knowledge of macroeconomic and capital market dynamics;
- Excellent written and verbal communication skills, with experience preparing presentations;
- High attention to detail and strong organizational capabilities;
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment;
- Self-starter with the ability to work independently and collaboratively across teams.
Job Overview
This position identifies, coordinates, and leads the bidding process for standard and non-standard full requirement transactions. Employees in this role manage profit and loss for a portion of the full requirements portfolio by monitoring performance, being aware of market rules and conditions, and optimizing hedge and deal positions.
Job Duties & Responsibilities
- Monitors and reports Profit and Loss of existing transactions, including maintenance and creation of forward price curves
- Works with Origination and Structuring team to develop and close structured full requirement transactions
- Manages bidding processes for assigned markets
- Ensures full requirement activity is accurately reported
- Creates hedge strategies for deals and remains within approved targets
- Performs ad hoc analysis to support strategic analysis, decision making and market view, and reviews and optimizes portfolio positions
- Develops detailed presentations for presentation to internal and external customers, including executive level management
- Performs other job-related duties as assigned
Required Qualifications
- Bachelor's Degree
- Experience: 2+ years
Preferred Qualifications
- Master's Degree
NextEra Energy offers a wide range of benefits to support our employees and their eligible family members. Click here to learn more.
Employee Group: Exempt
Employee Type: Full Time
Job Category: Energy Trading
Organization: Palms Management Services, LLC
Relocation Provided: Yes, if applicable
NextEra Energy is an Equal Opportunity Employer. Qualified applicants are considered for employment without regard to race, color, age, national origin, religion, marital status, sex, sexual orientation, gender identity, gender expression, genetics, disability, protected veteran status or any other basis prohibited by law.
NextEra Energy provides reasonable accommodation in its application and selection process for qualified individuals, including accommodations related to compliance with conditional job offer requirements, consistent with federal, state, and local laws. Supporting medical or religious documentation will be required where applicable and permitted by applicable law. To request a reasonable accommodation, please send an e-mail to recruiting-coordinator.sharedmailbox@nexteraenergy.com, providing your name, telephone number and the best time for us to reach you.
NextEra Energy will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
NextEra Energy does not accept any unsolicited resumes or referrals from any third-party recruiting firms or agencies. Please see our policy for more information.
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