Investment Analytics, Reporting Associate

🕒 May 30

🌲 North Carolina – Remote

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⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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Logo of Martello Re

Martello Re

51 - 200 employees

Founded 2022

💸 Finance

🤝 B2B

💰 $360M Debt Financing - Martello Re on 2024-07

Finance • B2B

Martello Re is a Bermuda-based reinsurance company that provides tailored reinsurance solutions and investment management capabilities to insurers and institutional clients. With more than $2 billion of committed capital and a platform built by industry veterans with ties to MassMutual, it emphasizes financial strength, scalable modern infrastructure, and customized, competitive reinsurance products for its clients. The firm combines traditional reinsurance expertise with agile, start-up-like operations to support insurers' strategic objectives.

📋 Description

• Manage the end-to-end preparation, review, and distribution of monthly, quarterly, and annual investment reports, including portfolio performance summaries and regulatory updates • Lead continuous improvement initiatives to enhance analytics and reporting efficiency, strengthen internal controls, and reduce operational risk • Design and deliver regular reporting packages with KPIs that drive investment strategy and allocation decisions across business segments • Support the investment team by applying insights from data and analytics to enhance risk-adjusted returns and portfolio construction decisions • Create and maintain models for ad hoc analysis, scenario modeling, and trend identification across asset classes • Collaborate with internal stakeholders to design and implement a scalable roadmap for data repositories and analytics systems supporting the investment function • Conduct and communicate market and macroeconomic research that informs asset allocation decisions • Perform other tasks as assigned

🎯 Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related quantitative discipline • Minimum of 5 years of relevant experience in investment reporting, analytics, or portfolio management support roles • Demonstrated experience in insurance asset management or within the investment function of a financial institution • Exceptional attention to detail with the ability to manage multiple deadlines in a fast-paced environment • Strong written and verbal communication skills, with the ability to present complex financial data clearly to non-technical audiences • Experience working at a life and annuity insurer or reinsurer • Familiarity with liability-driven investment strategies and asset-liability modeling • Experience with Bermuda regulatory reporting or solvency frameworks

🏖️ Benefits

• Prolonged periods of sitting at a desk and working on a computer • Must be able to lift 15 pounds at times

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