• Location: Boston MA
• Type: Perm
• Job #26096

Company Overview:
A leading global investment firm with approximately $504 billion in assets under management is seeking an Insurance Investment Expense Strategy Lead. This role will focus on establishing and overseeing the investment expense framework for their insurance business.

Job Responsibilities:

• Lead the preparation and delivery of recurring investment expense reporting (monthly/quarterly), providing analysis of key drivers and trends
• Partner with Investment teams and Finance leadership to model the financial impact of new deals, strategies, and structural changes
• Contribute to planning and forecasting processes for investment-related expenses
• Build and maintain scalable processes for allocating and reporting investment and deal-related expenses
• Identify opportunities to automate and improve existing processes, with a focus on scalability and controls
• Support monthly close processes to ensure accurate financial reporting
• Support ad hoc analyses and strategic initiatives as needed
• Conduct financial analysis to evaluate new business opportunities and existing business trends
• Assist with the administration of transaction processes

Qualifications:

• Background in insurance or asset management, with strong understanding of financial accounting, reporting processes, and investment operations
• Experience collaborating across functions including investment teams, legal, technology, risk, operations, and compliance
• Track record of process improvement, with focus on automation, scalability, and controls
• Analytical mindset with ability to translate complex financial information into actionable insights
• Alignment with the firm's values and ability to build effective working relationships across the organization

Compensation:
Salary: $110,000 – $170,000, Plus Bonus