Role Description
This role is a unique hybrid position that combines technical expertise in data systems and analytics with investment modeling and FP&A capabilities. The ideal candidate will excel at ensuring data integrity across platforms, building sophisticated financial models, and assisting with translating financial results into compelling narratives for senior leadership.
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Develop, maintain, and optimize data warehouses to extract, validate, and consolidate investment and financial data from multiple sources
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Design, maintain, and continuously improve Tableau dashboards that provide portfolio performance, investment metrics, and FP&A results
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Conduct regular data quality audits to identify and resolve discrepancies across reporting databases
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Document data processes, transformation logic, and system dependencies to support knowledge transfer and audit requirements
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Help develop and maintain comprehensive financial models for cash flows, fixed income, and private investments
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Help develop and monitor portfolio performance tracking framework across asset class and prepare variance analysis against benchmarks, investment policy targets, and strategic objectives
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Support investment decision-making by conducting sensitivity analysis and what-if scenarios
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Collaborate with investments, actuarial, FP&A, and Blackstone to gather data, validate assumptions, and ensure forecast model accuracy
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Support investments multi-year plan and reforecasts vs. actual analysis
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Contribute to and assist with preparation of ad-hoc investment forecasting needs and strategic analysis requests
Qualifications
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Bachelorβs degree in Finance, Data Analytics, Information Systems or related field
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2+ years of related professional experience with a strong emphasis on:
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Data systems and analytics (Tableau, SQL/Snowflake, VBA, Power Query, Clearwater)
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Public fixed income and private investment modeling
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FP&A and/or financial reporting
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CFA designation or MBA is beneficial
Requirements
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Advanced knowledge of Excel, Power Query, VBA, and Python
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Tableau expertise for dashboard development, data visualization, and interactive analytics
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Advanced SQL/Snowflake proficiency for querying databases, data manipulation, and automated reporting
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Understanding of fixed income analytics and private investment structures preferred
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Knowledge of annuity and life insurance products preferred
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Proactive problem-solver and a continuous improvement mindset
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Strong intuitive and analytical skills with attention to detail
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Strong communication, organization and interpersonal skills necessary to establish and maintain effective working relationships with others
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Ability to translate complex technical and financial concepts into clear and compelling narratives
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A passion for new challenges and delivering results
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Ability to handle multiple complex tasks and prioritize in a fast-paced environment
Benefits
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F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements.
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F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G.