Investment Risk Specialist - NY, NY

Who: A leading global life insurance company

What: Investment Risk Specialist

When: Immediate Need - Hybrid, 2-3 days per week in the office.

Where: New York City, NY.

Why: Join a dynamic global organization committed to financial security and innovative risk management solutions.

Office Environment: Hybrid work model with a collaborative and high-performing team.

Salary:
$145K - $178k plus 15%-20% bonus and a comprehensive benefits package, including health programs, incentives, and 401k contributions.

Position Overview:

The Investment Risk Specialist will report to the Head of Investment Risk and play a critical role in monitoring and strengthening investment risk practices across a global portfolio. The role focuses on concentration limits, private credit risk analytics, and policy enforcement.

Key Responsibilities:

• Develop and enhance risk management analytics for private credit, securitized assets, and alternative investments.
• Establish processes for investment concentration limits and aggregate risk management.
• Oversee investment risk policies and ensure compliance across global business units.
• Coordinate investment risk reporting and platform-wide risk reviews.
• Work closely with investment management teams and external managers to assess and monitor portfolio risk.
• Provide risk insights and recommendations to senior leadership.
• Utilize advanced risk assessment methodologies to evaluate potential investment threats.

Qualifications:

• Bachelor's degree in finance, accounting, mathematics, engineering, or related field.
• CFA certification or equivalent preferred.
• 8+ years of experience in investment risk management, portfolio management, or a related field within the Life & Annuity Insurance industry.
• Strong knowledge of risk assessment tools, ALM modeling, and risk metrics like VaR and scenario-based analysis.
• Expertise in private credit, structured finance, and alternative investments.
• Experience with international insurance regulations and multi-geography risk frameworks.
• Strong analytical, communication, and collaboration skills.

If you’re interested in this opportunity or would like to discuss your qualifications please submit your resume to Joanmarie Bolding, Managing Director of Recruiting at jmb@stafffinancial.com

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