Sr Investment Analyst at Optalis

Costa Mesa, California, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Aug, 26

Salary

214100.0

Posted On

11 May, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Manager Analysis, Due Diligence, Portfolio Monitoring, Asset Allocation, Performance Attribution, Risk Management, Financial Reporting, Quantitative Analysis, Fixed Income, Public Equities, Alternative Investments, Bloomberg, FactSet, eVestment, Microsoft Excel, C-Suite Presentation

Industry

Description

Sr Investment Analyst We are seeking an experienced Senior Investment Analyst to join our investment team. Our team is responsible for the oversight of $27+ billion investment portfolio composed of equities, fixed income and real estate. This individual will play a critical role in evaluating, selecting, and monitoring external investment managers across all asset classes, including fixed income, public equities, and potentially alternative investments. The ideal candidate brings deep institutional investment knowledge, strong analytical capabilities, and a proven track record within the insurance or the broader asset management industry. The position assists in all investment activities, reporting results of the investments of the organization which includes Insurance Company, Motor Club, defined benefit pension plan, and 401(k) plans to senior executives. What You Need: Investment Manager Analysis & Due Diligence Conduct comprehensive quantitative and qualitative due diligence on external investment managers across fixed income, equities, and alternative strategies Evaluate manager investment philosophies, processes, team structures, risk management frameworks, and operational capabilities Perform attribution analysis and performance evaluation against relevant benchmarks and peer universes Prepare detailed investment manager research reports and present findings and recommendations to the Investment Committee Portfolio Monitoring & Oversight Monitor existing manager relationships on an ongoing basis, tracking portfolio positioning, performance, personnel changes, and adherence to mandates Identify early warning signs of style drift, team instability, or performance degradation and ensuring compliance with investment guidelines Strategic Investment Support Contribute to the development and execution of company’s overall investment strategy Assist in asset allocation decisions Support the team in RFP processes, manager searches, and onboarding/offboarding of managers Ad hoc projects as required Reporting & Communication Prepare and present investment performance reports for senior executives and board Keen interest in capital markets. Responsible for identifying emerging trends, opportunities and risks in the various asset classes. Stay current on regulatory developments, and best practices in insurance investment management What You’ll Need: 10+ years of institutional investment experience, with meaningful exposure to investment manager research and due diligence preferably at an Insurance Company Deep familiarity with multi-asset class investments including fixed income, public equities, and alternative strategies (private credit, real estate, private equity etc.) A bachelor's degree in Finance, Economics or a STEM discipline is required. An advanced degree (MBA) or CFA is strongly preferred Demonstrated ability to generate ideas and strategies to enhance portfolio returns and mitigate risk. Experience with insurance-specific investment considerations including regulatory capital, ALM, and statutory reporting Strong quantitative and analytical skills; proficiency in performance attribution and portfolio analytics Self-starter with solid critical thinking and problem-solving skills. Accuracy and attention to details are other key requirements for this position A high proficiency in Microsoft Office is required (Excel, Access, PowerPoint, Word) Experience with investment risk systems and portfolio analytics platforms (e.g., Bloomberg, FactSet, eVestment etc.). Excellent written and verbal communication skills with experience and comfort presenting to C-suite executives #LI-DF1 The starting pay range for this position is: $160,500.00 - $214,100.00 Additionally, for full time positions, you will be eligible to participate in our incentive program based upon the achievement of organization, team and personal performance. . Remarkable benefits: • Health coverage for medical, dental, vision • 401(K) saving plans with company match AND Pension • Tuition assistance • Floating holidays and PTO for community volunteer programs • Paid parental leave • Wellness programs • Employee discounts (membership, insurance, travel, entertainment, services and more!) Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us! With our national brand recognition, long-standing reputation since 1900, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team. “Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.” AAA is an Equal Opportunity Employer Our organization participates in E-Verify The Automobile Club of Southern California will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance (FCIHO), the Unincorporated Los Angeles County (ULAC) regulation, and the California Fair Chance Act (CFCA).

Responsibilities

The role involves conducting due diligence and monitoring external investment managers across multiple asset classes for a $27+ billion portfolio. It also requires preparing performance reports and contributing to the overall investment strategy for senior executives and the board.