The Investment Strategist supports the portfolio management teams and works to develop and maintain insurance company and investment markets related analytics. A successful strategist will utilize mathematical and creative skills to provide a variety of analyses that are required by our insurance company clients. The ideal candidate has a balance of strong quantitative and communication skills. Prior experience in an actuarial or finance role within an insurance company or an insurance company asset manager is desired. Experience in bank asset-liability management may be considered. We are looking for a self-starter who can work under general supervision. This is a full-time position located in our Windsor, CT office.
The Investment Strategist role blends insurance and investment expertise that results in an efficient execution of the investment strategy developed by Prime and applied in a custom fashion to its insurance company clients.
A successful Investment Strategist candidate will have the ability to work with the analytical tools developed internally and to help enhance those tools to meet the changing insurance landscape and competitive pressures on the insurance company asset management market. The position has the potential to be client facing, and to present the results of the various analyses to management and the Board of our insurance company clients.
Dynamic financial analysis of financial statements
Stochastic simulations of various risk elements
Income and cash flow forecasting
Portfolio risk management
Development of investment policies
Ad hoc analyses
Qualifications and Experience
A successful Investment Strategist candidate will have 5 years of relevant industry experience. The candidate will have a strong asset/liability modeling and/or actuarial background, and familiarity with capital markets and fixed income assets.
The successful candidate must possess a strong mathematical background and technical skill set, including:
Strong experience and familiarity with Microsoft Excel
Excellent written and oral communication skills
Strong quantitative analytical abilities
Interest in insurance asset management, especially fixed income
Progress towards an Actuarial or CFA designation
About Prime Advisors, Inc.
Prime Advisors, Inc. (“Prime”) provides asset management services primarily to the insurance industry, with over $17 billion in assets under management as of April 30, 2018. The company was founded in 1988 and has offices in Redmond, WA and Windsor, CT. Prime is a standalone subsidiary of Sun Life Investment Management.