Job Description:

The Financial Regulatory Services division of the National Association of Insurance Commissioners (NAIC) is hiring two, Senior Investment Analysis Advisors. These team members will be responsible for performing various types of analysis on the insurance sectors invested assets and producing reports that can assist state regulators. Leveraging the expertise to highlight areas of concern and possible questions that should be raised to insurer’s senior management will be important to this position. In doing so, the position will help state insurance regulators to maintain the solvency of the industry. This is a full-time, remote position. Residency within 100 miles of the Kansas City, Missouri office is required.

Responsibilities Include

• Risk analysis of all types of invested assets, including collateral loans, mortgage loans, real estate, and BA Schedule investments.

• Analysis of new or evolving investment products that may possess characteristics that pose unique risks to insurers and provide recommendations to the Task Force on investment-related solvency policy changes to be made in conjunction with other NAIC groups of the Financial Condition (E) Committee.

• Analysis of insurers and groups that hold new, evolving, or riskier investments and advise the state of domicile on applicable risks, either directly or through coordination with the Financial Analysis (E) Working Group or Valuation Analysis (E) Working Group.

• Help develop a revised portfolio analysis product template.

• Provide input when requested on analytical investment reports produced by NAIC to the public.

• Assist with NAIC’s implementation of revised systems designed to improve the availability of various investment data points from existing NAIC databases, providing support to at least one investment software package that facilitates portfolio analysis, portfolio modeling. Monitor information technology and data resources needs to ensure data can be retrieved efficiently and effectively. This responsibility includes supporting strategic development of long-term reporting solutions and data infrastructure as well as assisting with implementations of business intelligence analytics platforms and reporting tools.

Minimum Education and/or Experience Required

• Must have a bachelor’s degree in finance, accounting, or a related field and a combination of four years in investment management and four years of insurance industry experience or an equivalent combination of education and experience.

• Ability to independently and efficiently research, compile and analyze investment information and analytics.

• Strong understanding of insurance liability structures and asset-liability management strategies and risks.

• Insurance reporting knowledge, including statutory accounting, NAIC designations, and risk-based capital.

• Experience managing large quantities of data from various sources.

• Collaborative style and demonstrated success contributing to a team environment.

Preferred Experience

• Knowledge of investment risk management frameworks, and ability to identify and assess risk and risk mitigants.

• Knowledge of non-public bond space (private credit, mortgage loans, collateral loans, etc.)

Systems & Technology Requirements

• Proficiency with Microsoft Windows and Office (Outlook, Work, Excel, and PowerPoint), as well as ability to adapt to other reporting tools that could be introduced.

• Ability to read, analyze and interpret complex financial documents.

• Ability to make effective speeches or presentations on controversial or complex topics to senior management, public groups, and/or regulators.

• Ability to work with complex mathematical concepts.

• Must have excellent customer service skills and positive attitude.

Travel

This position requires regular, out-of-state, overnight travel in support of member meetings and events throughout the year. An ideal candidate must be able and willing to travel to locations throughout the United States and with such frequency as necessary to meet the needs of this position and the Association.

Compensation

Starting at $123,599 up to $150,000, to be commensurate with education and experience. 

Sponsorship

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Interested in learning more about the amazing benefits the NAIC offers? Visit our Benefits page for more information.