AVP Investment Pricing & Middle Office

Phoenix Companies   •  

Hartford, CT

5 - 7 years

Posted 242 days ago

This job is no longer available.

Middle office leadership role overseeing trade settlements and pricing

  • Assess investment yields to ensure accuracy
  • Provide oversight of the trade settlement function
  • Serve as primary liaison to counterparties
  • Partner withPortfolio Managers to forecast capital credit losses under multiple scenarios
  • Provide analysis of results and insight into key drivers of variances
  • Manage investment regulatory state and federal reporting, as well as rating agency surveys

Knowledge, Skills and Abilities

  • Bachelor's degree in Finance or related field; Master's and/or CFA highly desirable
  • 5 - 8  years of investment finance or asset managementexperience
  • Deep knowledge of investments
  • Ability to analyze complex securities settlements; identify, effectively resolve and communicate issues
  • Quantitative, analytical, and problem-solving skills with respect to asset modeling, economic scenarios and valuation




Execution Expert Strategic Thinking Advanced Teamwork Advanced Financial Acumen Expert



Leader:Inspires teammates to follow them

Team Player:Works well as a member of a group

Functional Expert:Considered a thought leader on a subject



Growth Opportunities:Inspired to perform well by the chance to take on more responsibility

Goal Completion:Inspired to perform well by the completion of tasks

Flexibility:Inspired to perform well when granted the ability to set your own schedule and goals



Bachelors or better in Finance or related field.


Masters or better in Business Administration or related field.