Venerable ยท 4 days ago
Senior Portfolio Analyst -- Structured Products
Greater Philadelphia
Full-time
Hybrid
Mid, Senior Level
2+ years expVenerable is a company focused on investment management, and they are seeking a Senior Portfolio Analyst to manage and analyze their investment portfolios. The role involves supporting surveillance efforts, enhancing portfolio processes, and interfacing with various teams to ensure compliance and effective management of investment strategies.
Financial Services
Responsibilities
Support regular surveillance efforts of the Structured Products and Whole Loan portfolios for reporting to internal/external stakeholders
Development and enhancement of asset portfolio processes to ensure accuracy across cash flow models and attribute book yields under Statutory accounting framework
Development and enhancement of new and existing investment portfolio dashboards and asset reporting
Partnership with internal data teams to provide information flow for portfolio analysis and quality assurance of mission-critical data inputs
Demonstrating understanding of key factors of investment income and yield component of earnings, capital, or other financial metrics and communicate results as needed
Supporting oversight of compliance with the Investment Management Agreements with external investment managers as well as compliance with any Investment Guidelines and Investment Policies
Understanding of relative value and investing under an insurance capital framework
Interfacing with Risk, Investment Operations, Treasury, and Finance teams as needed
Maintaining understanding of product liability structures, asset-liability management needs and relevant legal entity structure, including Reinsurance trusts
Analyzing cash flow, duration or other ALM needs and assisting the Portfolio Manager in incorporating needs into investment strategies and investment portfolio management
Contributing to liquidity management, including monitoring daily liquidity needs and the Reinsurance Trusts, recommending and implementing actions needed to maintain appropriate levels of liquidity, interfacing with Treasury on short and long-term cash needs and projections, and maintaining potential FHLB borrowing program
Sustaining knowledge concerning industry or peer activities and trends relating to Insurance investment portfolios, demonstrating an understanding of the implications for Venerable
Qualification
Required
Minimum 2 - 5 years as a Structured Products and/or Real Estate Portfolio Analyst
Bachelor's degree in Business, Finance, Risk Management, Actuarial Science, Data Analytics, or related field
Experience with one or more of the following asset classes required: ABS, CLOs, CMBS, RMBS, Commercial/Residential mortgage whole loans
Knowledge of asset-liability management, insurance company regulations, and insurance capital frameworks, variable annuity products/liabilities a plus
Highly analytical, strong oral and written communication skills, detail-oriented with strong problem-solving skills, able to work in fast-paced entrepreneurial environment
Preferred
Experience with Intex and Bloomberg preferred; Clearwater and BlackRock Aladdin a plus
Chartered Financial Analyst or progress towards CFA designation or Actuarial designation a plus
Company
Venerable
Venerable is a privately held company with business operations based in West Chester, Pennsylvania and Des Moines, Iowa.
201-500 employees
H1B Sponsorship
Venerable 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 (14)
2024 (16)
2023 (14)
2022 (15)
2021 (15)
2020 (3)
Funding
Current Stage
Growth StageTotal Funding
unknown2017-12-01Acquired
Leadership Team
Alexandra Findleton
Vice President, Head of Flow Reinsurance
Ron Tanner
Vice President and Deputy General Counsel
Recent News
2026-01-05
Business Wire
2025-12-03
Company data provided by crunchbase