Job Description

About the role:

The Investment Portfolio Analyst will be responsible for:

• Maintaining dynamic database of portfolio positions to monitor and generate internal reports.
• Maintaining investment data accuracy and integrity in reporting systems.
• Collaborate with investment managers, custodians, and internal teams to validate data accuracy.
• Prepare weekly, monthly, quarterly, and annual investment reports for internal and external stakeholders.
• Assist in the preparation of senior management communications including board level, investment committee and other presentations and reports.
• Maintain and enhance reporting templates and dashboards.
• Support financial planning process for investments, including planning for future periods and analyzing actual results against plan.
• Analyze investment performance across asset classes (bonds, equities, and alternatives).
• Monitor portfolio compliance with insurance-specific regulatory and statutory requirements.
• Work closely with the investment team to review and monitor existing asset allocation in actively managed and external mandates and make recommendations to optimize the portfolio.
• Report on and optimize aggregate cash positions across all portfolios and entities.
• Review performance for externally managed assets.
• Prepare ad hoc investment/risk analysis.
• Support monitoring, reporting and analysis related to alternative assets.

Qualifications

About you:

To be an ideal candidate you have the following background, skills and mindset:

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Knowledge of insurance industry is a plus.
• 2+ years of experience in investment reporting or insurance investment operations.
• Basic understanding of insurance accounting and regulatory regimes preferred.
• Strong analytical capabilities and attention to detail in asset reporting, portfolio monitoring, and regulatory compliance.
• Strong Excel and data analysis skills and a familiarity with investment data systems (e.g., Clearwater, BlackRock Aladdin, Bloomberg). Python and BQL a plus.
• Strong communication skills and ability to work cross-functionally.
• Detail oriented with strong organizational skills.
• Identifies that a problem exists and applies critical thinking skills to develop solutions.
• Demonstrates intellectual curiosity to expand knowledge.
• Innovative mindset with a passion for leveraging technology to drive business value.
• Commitment to continuous learning and professional development.

Additional Information

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PartnerRe provides a working environment in which diversity is valued, where all employees feel welcome, respected, and empowered to perform at their best. We invite you to learn more about D&I at PartnerRe.

Thank you,

PartnerRe Hiring Team