Hobson Associates

Insurance Investment Portfolio Analyst

Job Id: 18063
Job Type: Permanent
Industry: Insurance
Worksite Location:
Location: Oklahoma City, OK 73114
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Insurance Investment Analyst

Nationally recognized insurance company is seeking an invest analyst due to a promotion.

Our client offers excellent employee centric benefits and company culture and opportunity for growth and promotion. Willing to relocate and offer upfront incentives.

We are seeking candidate who are a hybrid of strong analytical skills in research and data extraction coupled with solid business and communication skills.

Key needs for the position include but are not limited to the following:

To be successful in the role your resume should reflect:

Proficiency with FactSet and/or Aladdin required

Proficiency with Qlik and/or Tableau desired

Strong background in portfolio/risk analytics and reporting

Prior systems integration work at a financial firm required

Knowledge of insurance investment accounting, efficient frontier and economic capital modeling a plus

Knowledge of cash management and trust systems a plus

Familiarity with PAM preferred

Project management experience desired

Strong oral and written communication skills

Strong analysis and interpretation skills

In the position you will be responsible for:

Providing investment portfolio analysis utilizing FactSet and/or Aladdin.

Develop scenario testing and modeling processes in FactSet and troubleshoot issues.

Collaborating with CIO and other team members to ensure portfolio reporting’s is meeting business and regulatory priorities.

Ensuring data integrity and integration across multiple stake holders including accounting, analytical, and reporting applications.


All inquiries will be held in confidence – please send resumes or inquires to [email protected]

Contact Recruiter:

Robin Bland, CPC

Practice Manager, "nominated Partner"- Insurance

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