Role Summary
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Senior investment/portfolio analyst supporting structured products and whole loan portfolios for an insurance company in West Chester, PA. Primary focus on ALM, cash-flow analysis, liquidity and portfolio reporting under statutory accounting. Requires 2–5 years of structured product or real estate portfolio experience and familiarity with ABS/CLO/CMBS/RMBS and whole loans. Hybrid role (3 days in-office, 2 remote).
JOB DESCRIPTION SUMMARY
- Support surveillance of Structured Products and Whole Loan portfolios
- Analyze cash flows, duration and ALM needs for investment strategies
- Develop portfolio processes, dashboards and asset reporting
- Interface with external managers and internal teams (Risk, Treasury, Finance)
- Hybrid: 3 days in office (West Chester, PA), 2 days remote
DOMAIN EXPERTISE
- Experience with ABS, CLOs, CMBS, RMBS
- Commercial or residential mortgage whole loan analysis
- Asset-liability management and insurance capital framework knowledge
- Cash flow and duration analysis for investment portfolios
- Experience interfacing with external investment managers
KEY REQUIREMENTS
- 2–5 years as a Structured Products and/or Real Estate Portfolio Analyst
- Bachelor’s degree in Business, Finance, Actuarial Science or related field
- Experience with ABS, CLOs, CMBS, RMBS or mortgage whole loans
- Knowledge of asset-liability management and insurance capital frameworks
TECH STACK
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