What are the responsibilities and job description for the Investment Reporting & Analytics Manager position at Sammons Financial Group Companies?
What You Can Expect In This Role
Using strong quantitative and communication skills, manage all aspects of investment data, operations, and reporting requirements for Sammons Financial Group Asset Management (SFGAM) and its clients, Sammons Financial Group Companies. Work closely with internal and external partners to acquire, warehouse, and maintain data to support SFGAM portfolio management. Work with clients' product, corporate actuarial, and accounting teams to determine and deliver investment data to support product pricing, risk management, and financial reporting functions.This role will be subject to an SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well other oversight and restrictions.
What You'll Do In This Role
At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
Using strong quantitative and communication skills, manage all aspects of investment data, operations, and reporting requirements for Sammons Financial Group Asset Management (SFGAM) and its clients, Sammons Financial Group Companies. Work closely with internal and external partners to acquire, warehouse, and maintain data to support SFGAM portfolio management. Work with clients' product, corporate actuarial, and accounting teams to determine and deliver investment data to support product pricing, risk management, and financial reporting functions.This role will be subject to an SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well other oversight and restrictions.
What You'll Do In This Role
- Serve as the primary SFGAM point of contact for the investment data and reporting needs of internal Sammons Financial Group Company's constituents including asset liability management, accounting, and compliance.
- Manage the process to update and deliver recurring reporting packages provided to various internal and external stakeholders including Sammons Financial Group Investment Committee, Sammons Enterprises Inc. (SEI) Board of Directors, Rating Agencies, and Investors.
- Manage and maintain the portfolio management and analytics system used by SFGAM to ensure accurate and timely delivery of investment information and data to assess and monitor portfolio risk.
- Serve as the primary contact and relationship manager for all SFGAM data and analytics service providers and provide regular assessments of their service quality.
- Proactively look for new and innovative ways to report investment data, improve the quality of reporting, and increase the efficiency of the reporting process.
- Provide support to the collateral pledging process, including collateral monitoring and posting.
- Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
- As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
- Participate in other initiatives and/or projects as necessary.
- Bachelor's Degree in Mathematics, Quantitative Finance, Actuarial Science or related field Required
- Master's Degree , CFA or Actuarial Designation Preferred
- Minimum 7 years' financial markets experience Required
- Experience with a variety of financial instruments Preferred
- Experience with financial modeling Preferred
- Demonstrated continuing knowledge of financial and/or insurance industry developments and best practices
- Strong time management and organizational skills
- Excellent verbal and written communication skills
- Strong presentation skills, creativity, and innovation
- Ability to work independently and remotely
- Ability to develop strong relationships with internal and external stakeholders
- CFA, CPA, or Actuarial Designation Preferred
- Up to 10% travel required
- Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application. Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records
- This role will be subject to a SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions.
- Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
- Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
- Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
- Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
- Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.
At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)