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Portfolio Analytics Director

Assurant has an exciting opportunity for a Portfolio Analytics Director!

This is a lead role within the Investment Analytics team in the Office of the Chief Investment Officer (OCIO).  The Office of the Chief Investment Officer (the “OCIO”) is responsible for oversight and management of Assurant’s $10 billion plus global fixed income investment portfolio including investment strategy, actuarial and risk, portfolio and risk analytics, compliance, reporting, and administration and operations.


What makes us different?

Assurant is committed to providing a competitive rewards package which goes beyond the value of your paycheck. We offer an array of market-competitive benefits and resources to support your physical, emotional, financial, and social wellbeing goals. These include programs to help you invest in your financial future such as savings programs, as well as competitive health and wellbeing benefits to support you and your family. For additional information on our benefits, please review www.MyAssurantBenefits.com . Below are some of our amazing perks:

  • Health Coverage Starting Day One: We offer competitive health and wellbeing benefits to support you and your family. You can choose from a range of health and dental plan options, as well as health plan accounts.

  • Disability and Life Insurance: We provide short- and long-term disability insurance, life and accidental death and dismemberment insurance.

  • Retirement: Assurant offers retirement savings plans globally. U.S. based employees are offered a 401(k) plan in which Assurant matches 100% of every dollar contributed, up to 6% of eligible pay.

  • Employee Stock Purchase Plan: Assurant’s Employee Stock Purchase Plan (ESPP) allows employees to purchase shares of Assurant, Inc. stock at a 10% discount with funds contributed through after-tax payroll deductions.

  • Career Development: Assurant offers a variety of internal courses, workshops, special projects, coaching and mentoring programs. Tuition reimbursement and other professional enrichment opportunities are also available to encourage continuous learning.

  • Work-Life Balance: We strive to provide a work environment that encourages work/life balance. Options depend on job responsibilities and may include flexible work schedules, telework, paid time off and part-time employment.

  • Family Planning Support:  Fertility benefits and support services with 24/7 access to nurse care services. $30,000 medical and prescription drug lifetime maximum benefit for fertility services. Assurant will provide up to $20,000 of financial assistance for adoption and or surrogacy.

What will be my responsibilities in this role?

The Investment Analytics Director will be part of a small but talented team of investment professionals with an opportunity to directly impact and contribute to the investment performance of the portfolio. This role will work closely with key members of the investment team, external investment managers, the global finance organization, technology and other key areas to deliver and analyze results and to deliver on projects and priorities. 

  • Leadership & ownership of key processes to support the analysis of risk and return in the global investment portfolio

  • Ensure that the investment portfolios are invested in accordance with the firm’s strategic asset allocation (SAA), tactical asset allocation (TAA), investment policy, and constraints and guidelines, as applicable

  • Prepare, review, and analyze portfolio returns and attribution on both an income and total return basis including analysis of manager activity and its impact on income performance

  • Prepare periodic reviews of portfolio composition and market results for presentation materials to key stakeholders

  • Produce and contribute to the design of portfolio dashboards and portfolio exposure reports, leveraging technology tools

  • Design and enhance analytical desk tools to increase efficiency

  • Improve data verification from various sources to improve downstream reporting, mitigate risk and reduce errors

  • Collaborate with internal and external investment teams on portfolio initiatives

  • Special project and additional duties as assigned

  • Limited travel expected

What are the requirements needed for this role?

  • Undergraduate degree in Finance, Economics, Mathematics, Statistics, or related field

  • Minimum 3-5 years of relevant Fixed Income work experience

What other skills/experience would be helpful to have?  

  • CFA / MBA a plus

  • Experience and knowledge of insurance company investment strategy, book income accounting and investment constraint considerations

  • Experience across the fixed income asset classes including structured products and alternative investments

  • Advanced Microsoft Excel skills including Visual Basic for Applications (VBA)

  • Advanced skills with business intelligence (BI) tools including PowerBI

  • Experience with FactSet or other applicable investment analysis tools

  • Experience with Bloomberg utilizing portfolio analysis tools

  • Experience with PAM for Investments or other investment accounting tools

  • Experience working closely with investment professionals at all levels

  • Proven project management skills.

  • Ability to work in a dynamic and faced paced environment.

  • Ability to work in a team but also understand instructions quickly and work independently.

  • Organizational skills and flexibility in handling multiple demands and changing priorities.

  • Ability to problem solve, provide new ideas and suggestions.

  • Excellent follow-up and follow-through skills.

  • Self-motivated.

  • Diagnose issues, mitigate risk and make recommendations toward process improvements

  • Aptitude in leadership

What are the working conditions and physical requirements of this position?

  • General office demands

How much should I expect to travel?

  • Limited


Company Overview
Assurant, Inc. is a global leader in business services for the connected world. Our lifestyle and housing solutions help leading brands grow revenue, manage risk and deliver a great experience for their customers. We support, connect and service over 300 million consumers worldwide, helping people get more value from their connected devices, vehicles and homes. Assurant is a proud member of the Fortune 500, with decades of experience in the industries we serve.

For more information, please visit assurant.com.

For U.S. benefit information, visit myassurantbenefits.com. For benefit information outside the U.S., please speak with your recruiter.

Equal Opportunity Statement
Assurant is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the company are governed based on merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity or any other category protected by federal, state or local law.

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