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Senior Investments Data Analyst (Charlotte, NC (Hybrid) or (Remote)

Brighthouse Financial
Charlotte, NC Remote Full Time
POSTED ON 1/17/2025
AVAILABLE BEFORE 4/16/2025

Where you’ll work :

Our flexible, hybrid work model offers the option to work remotely or in the office.

How you’ll contribute :

As a Senior Analyst you will work actively with various members of Brighthouse’s Investments team to provide analytical support across asset sectors and portfolios. The individual will perform investment analysis and assist Brighthouse’s sector portfolio managers in managing our general account portfolio on a multi-manager platform. The Senior Analyst will generate performance measurement and other reports and will participate in research and ad-hoc projects across Investments.

In this role, you’ll get to :

  • Utilize analytical data applications and models for all sectors, including credit, structured finance, real estate and alternative investments.
  • Develop a deep knowledge of data, partner with sector heads and other senior members of the Investments department to provide data sets and ad hoc data preparation to solve day-to-day and strategic issues
  • Participate in research projects on asset sectors and portfolio management.
  • Complete special projects as assigned by the manager and perform other duties as requested.
  • Streamline data extraction and reporting efficiency by utilizing macros / VBA / SQL
  • Help identify data issues and maintain data integrity across the portfolio
  • Collaborate with sector heads to monitor 3rd party investment managers and data providers
  • Prepare presentations and reporting packages for senior management.

We’re looking for people who have :

  • 3 years of relevant experience in fixed income
  • Background in financial or quantitative analysis
  • Substantial experience with Microsoft Excel, Word and PowerPoint.
  • Working knowledge of Blackrock Aladdin and Power BI preferred
  • Excellent oral and written communication skills – the ability to convey a broad array of information succinctly and accurately
  • Excellent interpersonal, collaboration, problem solving, facilitation, and presentation skills -the ability to interface with all levels of management
  • Self-starter with intellectual curiosity, embrace a steep learning curve, and seek out responsibility
  • Flexibility and the ability to adapt to change in a dynamic environment
  • Ability to work independently as a member of a collaborative team
  • Strong ability to work on multiple projects simultaneously.
  • Demonstrated attention to detail and proven ability to meet stringent time constraints
  • Knowledge and interest in current events / trends impacting industry and markets
  • BS / BA in computer science, data science, mathematics or finance preferred
  • Research shows some people may not apply for a role if they don’t check all the boxes of a job description. If you don’t check every box listed, that’s okay. We would love to hear from you.

    What you’ll receive :

  • Compensation – Base salary ranging from $90,000 - $120,000 plus competitive performance-based incentives determined by company and individual results.
  • Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life.
  • Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
  • Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services.
  • Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
  • Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
  • Life and Disability Support – Gain access to company-paid basic life insurance and short-term disability insurance.
  • The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We’d love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.

    Why join us?

    Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,

  • and we specialize in products designed to help people protect what they’ve earned and ensure it lasts.
  • We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com / about-us / careers / .

    We’re proud to be one of the largest providers of annuities and life insurance in the U.S.

  • and recognized as one of the Healthiest Employers of Greater Charlotte by the Charlotte Business Journal. We’re also honored to be named to Newsweek’s list of Most Trustworthy Companies in America.
  • Ranked by 2022 admitted assets. Best’s Review® : Top 200 U.S. Life / Health Insurers. AM Best, 2023.
  • Salary : $90,000 - $120,000

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