Martello Re · 2 months ago
Head of Portfolio Management & Analytics
United States
Full-time
Remote
Director/Executive
10+ years expMartello Re is building a distinctive reinsurance offering grounded in exceptional client service and innovative solutions. The Head of Portfolio Management & Analytics will manage the in-force portfolio and lead a team responsible for investment analytics, ensuring optimal performance and compliance with regulatory requirements.
Financial ServicesInsuranceLife Insurance
Responsibilities
Manage the In-Force Portfolio: Oversee all aspects of the in-force asset portfolio for MRE, ensuring optimal performance and risk management
Primary Stakeholder Interface: Serve as the main point of contact between the investment team and internal stakeholders, including Operations, Accounting, Actuarial, Legal & Regulatory, Risk, and other relevant functions
Team Leadership: Lead and develop a team of experts responsible for portfolio management and investment analytics
Investment Analytics System Oversight: Direct the development, maintenance, and operation of a comprehensive investment analytics system to support all reporting and analysis needs for the investment team
Reporting & Analysis: Ensure the production and systematization of comprehensive reports on portfolio holdings, cashflows, analytics, sourcing, and origination for all in-force assets
Liquidity & Cash Management: Oversee liquidity management, cash flow planning, and account structure matters to ensure efficient portfolio operations
Internal & External Collaboration: Interface with key internal functions (accounting, operations, actuarial, risk, legal, compliance) and external stakeholders (cedants, trustees) to support portfolio objectives
Support Investment Strategy: Collaborate with the investment strategy team on the design and execution of new investment structures and solutions
Risk & Regulatory Compliance: Ensure all portfolio management activities adhere to relevant legal, regulatory, and risk management requirements
Continuous Improvement: Identify and implement process improvements and best practices in portfolio management and analytics
Perform other duties as assigned
Qualification
Required
Degree in finance, economics, business, mathematics, or a related field
10+ years of relevant experience in investment management, preferably within insurance, reinsurance, or asset management environments, with significant experience in portfolio analytics, technology platforms, and process improvement
Experience in asset allocation and relative value concepts for insurance companies
Proven experience managing investment teams
Experience at a life and annuity insurance or reinsurance company
Knowledge of liability-driven investing and understanding of asset-liability management (ALM)
Familiarity with regulatory frameworks such as U.S. statutory accounting and/or Bermuda insurance regulations
Deep understanding of capital markets, investment strategies, and risk-adjusted performance evaluation
Strong leadership, collaboration, and communication skills; able to influence at all levels of the organization
Strategic thinker with a hands-on, execution-oriented mindset
Exceptional analytical and decision-making skills, with the ability to synthesize complex information
High ethical standards and a commitment to professional excellence
Ability to manage multiple priorities in a fast-paced, dynamic environment
Experience leading cross-functional initiatives and managing external partnerships
Preferred
CFA charter holder designation preferred
Company
Martello Re
Martello Re is a reinsurer that offers reinsurance to life insurers and support in asset-intensive life insurance and annuity businesses.
51-200 employees
H1B Sponsorship
Martello Re has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (4)
2023 (2)
Funding
Current Stage
Growth StageTotal Funding
$1.29B2024-07-23Private Equity· $935M
2024-07-23Debt Financing· $360M
Leadership Team
Dennis Ho
Chief Executive Officer
Recent News
2024-05-21
Company data provided by crunchbase