Portfolio Investment Manager
American National is seeking a full-time, Portfolio Investment Manager. In this position you will produce financial models and analysis, provide forecasting projections, and assist with the ever-growing investment portfolio that includes fixed income, equity assets, and alternative investments. To be successful in the position you will hold a relevant bachelor's degree and have familiarity with financial modeling, and investments.
Onsite Placement: Houston, Texas
What will you do?
- Provide support to the Deputy Chief Investment Officer regarding technical analysis on risk and return characteristics of each asset class in the diverse investment portfolio
- Produce management reporting analytics on a monthly and quarterly basis including but not limited to holdings by asset class and product and/or segment, transaction analysis, review of securitizations
- Assist in producing and maintaining investment projections across the American National portfolio and asset classes
- Develop and maintain reports to ensure compliance with statutory requirements, internal guidelines, and limitations
- Develop internal reports and tools to assist in the analysis of portfolios based upon the plans and portfolio needs
- Deliver, facilitate, and discuss investment reports and presentation with business leaders
- Maintain knowledge of all asset classes in the American National portfolio including risk and return characteristics and capital implications across accounting, regulatory, and rating agency frameworks
Qualifications:
- Bachelor’s Degree (in Finance, Accounting, Math, Economics, preferred)
- Relevant work experience (Banking, Investments) beneficial
- Demonstrated financial modeling skills to predict outcomes
- Technical skills in Excel (Power BI, SAP, BPC, beneficial)
- Ability to meet or exceed required deadlines in an independent work environment
- Strong critical thinking, written, and verbal communication competencies