Portfolio Manager-Investments

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Company: Appcast

Location: Houston, TX 77084

Description:

American National is seeking a full-time, Portfolio Investment Manager. In this position you will produce financial models and analysis, provide forecasting projections, and assist with the ever-growing investment portfolio that includes fixed income, equity assets, and alternative investments. To be successful in the position you will hold a relevant bachelor's degree and have familiarity with financial modeling, and investments.

Onsite Placement: Houston, Texas

What will you do?
  • Provide support to the Deputy Chief Investment Officer regarding technical analysis on risk and return characteristics of each asset class in the diverse investment portfolio
  • Produce management reporting analytics on a monthly and quarterly basis including but not limited to holdings by asset class and product and/or segment, transaction analysis, review of securitizations
  • Assist in producing and maintaining investment projections across the American National portfolio and asset classes
  • Develop and maintain reports to ensure compliance with statutory requirements, internal guidelines, and limitations
  • Develop internal reports and tools to assist in the analysis of portfolios based upon the plans and portfolio needs
  • Deliver, facilitate, and discuss investment reports and presentation with business leaders
  • Maintain knowledge of all asset classes in the American National portfolio including risk and return characteristics and capital implications across accounting, regulatory, and rating agency frameworks


Qualifications:
  • Bachelor's Degree (in Finance, Accounting, Math, Economics, preferred)
  • Relevant work experience (Banking, Investments) beneficial
  • Demonstrated financial modeling skills to predict outcomes
  • Technical skills in Excel (Power BI, SAP, BPC, beneficial)
  • Ability to meet or exceed required deadlines in an independent work environment
  • Strong critical thinking, written, and verbal communication competencies

Our job titles may span more than one career level. The actual base pay is dependent upon many factors, including training, transferable skills, work experience, business needs, and market demands. The base pay is subject to change and may be modified in the future.

American National offers eligible employees and their families medical, dental, vision, and basic life insurance. Employees are able to enroll in our company's 401k plan. Employees also receive annually a bank of paid time off and paid holidays. We aspire to see people for what they bring to our corporate culture by supporting an inclusive work environment, including an emphasis on a healthy work-life balance, development opportunities, and a casual dress code.

American National is an established, stable, and successful multi-line insurance corporation that has provided financial strength and a sense of security to employees, customers and business partners since 1905. With focus on our organization's values and cultural richness: Financial Strength, Integrity, Respect, Service and Teamwork (FIRST) and Agility, Collaboration, and Engagement (ACE) we continue to pursue our vision to be a leading provider of financial products and services for current and future generations.

Hiring Practices

The preceding job posting was designed to indicate the general nature and level of work performed by employees assigned to this position. It is not intended to be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. We are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with the job qualifications, we still encourage you to apply. You may be just the right candidate for this position or other opportunities at American National.

American National's recruitment policies help us place individuals in a timely and efficient manner. Only the most qualified candidates will be contacted by our recruiting team. Candidates may check the status of their application(s) by logging into their account. Learn more about our company, by following us on social media: LinkedIn, Facebook, Instagram

American National is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information or any other legally protected categories. American National is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.

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