Job Description
F&G is hiring for a Financial Analyst - Investments FP&A. This role is a unique hybrid position that combines technical expertise in data systems and analytics with investment modeling and FP&A capabilities. The ideal candidate will excel at ensuring data integrity across platforms, building sophisticated financial models, and assisting with translating financial results into compelling narratives for senior leadership.
Organization
The Investments FP&A function sits within the Investment Strategy department at F&G. The Financial Analyst - Investments FP&A reports to the Manager, Investments FP&A and will have no direct reports. This position will work with several teams throughout the company, including but not limited to Corporate FP&A, Financial Reporting, Investment Accounting, IT, and Risk.
Duties and Responsibilities
- Develop, maintain, and optimize data warehouses to extract, validate, and consolidate investment and financial data from multiple sources
- Design, maintain, and continuously improve Tableau dashboards that provide portfolio performance, investment metrics, and FP&A results
- Conduct regular data quality audits to identify and resolve discrepancies across reporting databases
- Document data processes, transformation logic, and system dependices to support knowledge transfer and audit requirements
- Help develop and maintain comprehensive financial models for cash flows, fixed income, and private investments
- Help develop and monitor portfolio performance tracking framework across asset class and prepare variance analysis against benchmarks, investment policy targets, and strategic objectives
- Support investment decision-making by conducting sensitivity analysis and what-if scenarios
- Collaborate with investments, actuarial, FP&A, and Blackstone to gather data, validate assumptions, and ensure forecast model accuracy
- Support investments multi-year plan and reforecasts vs. actual analysis
- Contribute to and assist with preparation of ad-hoc investment forecasting needs and strategic analysis requests
Experience and Education Requirements
- Bachelor’s degree in Finance, Data Analytics, Information Systems or related field
- 2+ years of related professional experience with a strong emphasis on:
- Data systems and analytics (Tableau, SQL/Snowflake, VBA, Power Query, Clearwater)
- Public fixed income and private investment modeling
- FP&A and/or financial reporting
- CFA designation or MBA is beneficial
Knowledge, Skills & Abilities
Technical Skills
- Advanced knowledge of Excel, Power Query, VBA, and Python
- Tableau expertise for dashboard development, data visualization, and interactive analytics
- Advanced SQL/Snowflake proficiency for querying databases, data manipulation, and automated reporting
- Understanding of fixed income analytics and private investment structures preferred
- Knowledge of annuity and life insurance products preferred
Analytical and Business Skills
- Proactive problem-solver and a continuous improvement mindset
- Strong intuitive and analytical skills with attention to detail
- Strong communication, organization and interpersonal skills necessary to establish and maintain effective working relationships with others
- Ability to translate complex technical and financial concepts into clear and compelling narratives
- A passion for new challenges and delivering results
- Ability to handle multiple complex tasks and prioritize in a fast-paced environment
#IND-HP
#LI-MK1
#LI-Remote
Work Environments
F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact [email protected].
Join our employee-centric hybrid work environment: F&G Careers
About F&G
Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.
As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.
1Top Workplaces USA 2022 – 2023
2Des Moines Register Top Workplaces 2018 – 2022
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