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Insurance Investment Management Jobs in California

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Insurance Investment Management information

What is the difference between Insurance Investment Management vs Insurance Underwriting?

AspectInsurance Investment ManagementInsurance Underwriting
Required CredentialsCFP, CFA, or similar financial certificationsChartered Property Casualty Underwriter (CPCU), FCAS, or similar
Work EnvironmentFinancial firms, investment departments, insurance companiesInsurance companies, underwriting offices, risk assessment teams
Employer & Industry UsageFocuses on managing investment portfolios for insurance companiesFocuses on evaluating and pricing insurance risks
Comparison Search IntentYesYes

Insurance Investment Management involves managing investment portfolios to optimize returns for insurance companies, requiring financial certifications like CFA. Insurance Underwriting focuses on assessing insurance risks and determining policy terms, often requiring certifications like CPCU. While both roles operate within the insurance industry, they serve different functions—investment vs risk assessment—making them distinct career paths.

What is investment management in insurance?

Investment management in insurance involves overseeing the investment portfolios of insurance companies to ensure they meet regulatory requirements and support their financial stability. Insurance investment managers analyze market trends, select appropriate assets, and manage risks to optimize returns while maintaining liquidity for claims payments.

What are popular job titles related to Insurance Investment Management jobs in California?

For Insurance Investment Management jobs in California, the most frequently searched job titles are:

What job categories do people searching Insurance Investment Management jobs in California look for?

The top searched job categories for Insurance Investment Management jobs in California are:

What cities in California are hiring for Insurance Investment Management jobs?

Cities in California with the most Insurance Investment Management job openings:

Insurance Investment Management jobs near you

Associate, Reference Data (Security Master) | Investment Management

Recruiting Resources, Inc.

Los Angeles, CA

Full-time

Re-posted 10 days ago

Job description

We are partnering with a leading global investment management firm to identify an Associate – Reference Data / Security Master Data for its growing Investment Operations team. This is an exciting opportunity for an operations professional who enjoys working with complex financial products, solving data challenges, and partnering with investment teams across the business.

This role is focused on maintaining the accuracy and integrity of security master and investment reference data that supports trading, accounting, risk management, and reporting. You'll work with a wide range of fixed income, private credit, and structured products while collaborating with portfolio managers, traders, operations, and technology teams to ensure high-quality investment data.

What You'll Do

  • Set up and maintain securities across internal investment platforms.

  • Review legal and credit documentation to extract and validate key security terms.

  • Maintain accurate security reference data across multiple investment systems.

  • Partner with investment, trading, operations, and technology teams to support new security onboarding and resolve data issues.

  • Perform reconciliations and data quality reviews to ensure accurate investment reporting.

  • Support system enhancements, testing, and process improvement initiatives.

  • Help identify opportunities to improve automation, strengthen controls, and increase operational efficiency.

  • Participate in projects that enhance security master and reference data processes across the organization.

What We're Looking For

  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.

  • 3–6+ years of experience in investment operations, security master, reference data, asset servicing, or a similar function.

  • Experience supporting fixed income, private credit, or structured products.

  • Ability to interpret legal or governing investment documents and extract key security information.

  • Strong understanding of investment operations and the security lifecycle.

  • Advanced Microsoft Excel skills.

  • Excellent attention to detail, organizational skills, and analytical abilities.

  • Strong communication skills with the ability to work effectively across multiple teams.

  • Comfortable managing multiple priorities in a fast-paced environment.

Preferred Experience

  • Experience with mortgage-backed or other structured products.

  • Familiarity with investment platforms such as Everest, VPM, Thinkfolio, PAM, Markit EDM, or similar systems.

  • Exposure to Bloomberg or other market data providers.

  • Experience supporting insurance investment platforms or institutional asset management.

  • Participation in system implementations, process improvements, or data governance initiatives.

This is an excellent opportunity to join a highly respected investment organization where you'll work alongside experienced professionals, gain exposure to sophisticated investment products, and play an important role in supporting critical investment operations.

If you're interested in learning more about this opportunity, we'd welcome the chance to have a confidential conversation.