Senior Investment Management Specialist
VirtualVocationsMilwaukee, Wisconsin, United Statesjob_description.job_card.1_day_ago
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A company is looking for a Senior Investment Management Specialist.
Key Responsibilities
Act as the liaison between Investment Management and Finance for annual planning, variance reporting, and performance analysis
Help coordinate capital management initiatives by aligning asset budgets with corporate objectives and product strategies
Provide strategic oversight to ensure investment operations support the company's financial strength and profitability
Required Qualifications
Extensive experience (10+ years) of investment activity within a life insurance company
Strong analytical and financial modeling skills with the ability to turn complex data into actionable insights
A collaborative mindset and proven ability to influence decisions across departments
Proactive, detail-oriented approach with a commitment to accuracy and continuous improvement
Bachelor's degree in Finance, Economics, Accounting, or related field required; advanced degree, CFA, or CPA designation preferred
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Investment Specialist • Milwaukee, Wisconsin, United States
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