Analyst/Associate - Investment Strategy

• Work closely with portfolio management to establish and track strategic asset allocation and portfolio performance to ensure we achieve business objectives
• Prepare investment presentations, proposals, and reports to communicate our investment strategies and structures, including regular updates to senior leadership
• Help coordinate across sectors and managers to implement investment strategy, including communicating investment needs, managing pipelines, tracking deployment and evaluating performance
• Support refinement of investment strategy based on internal and external considerations such as capital and liquidity, ALM, regulatory frameworks, market opportunities, relative value, industry trends and competitive dynamics within the insurance asset management sector

This role contributes to securing the financial futures of individuals and institutions through developing and implementing investment strategies for insurance products and services.

• Bachelor’s degree in finance, accounting or related business discipline with an excellent academic record
• 1-3 years of asset allocation, portfolio management, cross asset class experience, or insurance related experience. CFA designation is a plus
• Knowledge of private funds, including understanding of typical fund legal structures, cash flow profile, fees, performance metrics, etc.
• Excellent verbal and written communication skills
• Above-average capabilities in MS Excel and PPT
• Outstanding analytical and problem-solving skills
• High attention to detail, intellectual curiosity, and motivation
• Self-motivated and proactive with the ability to operate independently
• Organizational skills to effectively manage priorities, multi-task where necessary, work well under pressure and meet timelines in a very fast-paced and team-oriented environment

Salary Range: $120,000 - $160,000. Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Brookfield has a unique and dynamic culture with challenging work assignments and exposure to diverse businesses.

Brookfield Wealth Solutions is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions, offering insurance products and services including annuities, property and casualty insurance, and life insurance.