Position OverviewWe are seeking an Investment Analyst to join our Strategic Asset Allocation (SAA) Design team in a new role. The successful candidate will design and build the analytical tools that power our SAA process in developing asset allocation strategies and supporting the asset deployment planning. We are looking for a candidate who can use AI-assisted tools to deliver well-validated working models that can be put into production to support dynamic business needs. The role suits a technically strong, fast learner who is excited by the intersection of quantitative finance, insurance asset management and AI.
Primary Responsibilities- Scope of $50bn+ of general account assets: Include legal entities in US, Bermuda and Cayman
- Portfolio Design & Optimization: Build best in class SAA tools and analytics that support portfolio optimization, scenario analysis to evaluate trade-offs between risk, return, and capital efficiency and asset deployment planning in support of new business, deal pricing and the onboarding of new mandates.
- Model Understanding & Validation: Develop a working understanding of the underlying SAA, optimization and ALM models to integrate into new model builds.
- AI-Assisted Development: Using AI as a core part of the build process while ensuring every tool is robust, validated and technically sound.
- Partnership with Investment Analytics: Work closely with the Investment Analytics team on model design and ensure integration into broader investment platform.
- Cross-Functional Collaboration: Collaborate within Investments and with Corporate Development, ERM, and Actuarial teams to ensure that the solutions developed accurately incorporate capital market assumptions, liability characteristics, and enterprise objectives.
- Governance & Reporting: Assist in preparing materials for investment committees and senior leadership, articulating SAA rationale, tool methodology and relevant insights.
Qualifications- Experience: 2-7 years of experience in a quantitative finance role within investment management; a graduate degree in quantitative finance, computer science, mathematics or a related field may be considered in place of experience. Progression towards CFA and/or ASA/FSA is a plus. Familiarity with insurance asset management, ALM and various regulatory capital frameworks strongly preferred.
- Investments & Capital Markets Knowledge: Strong quantitative and analytical skills with an understanding of portfolio theory, optimization, capital markets and risk modeling and knowledge of insurance products, ALM, liability-driven investing and fixed income
- Technical Skills: Programming expertise in MS SQL, Python or another programming language required.. Strong Excel and PowerPoint skills. Familiarity with Power BI and Microsoft Fabric is a plus.
- AI Proficiency: Demonstrated hands-on use of AI or agentic AI tools to build working prototypes, or clear evidence of the ability to adopt them rapidly. Understands the limits of AI-generated output and how to specify, test and validate it.
- Learning Agility: Strong aptitude and genuine interest in learning new domains quickly - including SAA, ALM and insurance investment concepts.
- Communication Skills: Strong general and technical communication skills, with the ability to articulate complex financial and mathematical concepts to a wide range of stakeholders, and to document models and tools clearly for users and validators.
- Problem-Solving & Creativity: Demonstrated creativity and excellent problem-solving abilities in analytical environments.
- Teamwork & Independence: Ability to work independently while contributing effectively to a collaborative team setting.
Compensation:This range represents the minimum and maximum annual base salary we reasonably expect to pay for this role at the time of posting. The actual base pay could vary and may be above or below the listed range. The base pay is based on factors including but not limited to experience, competence, and demonstration of proficiencies essential for the role. The base pay is just one component of Talcott's total annual compensation for employees. Other compensation may include annual bonuses, long-term incentives and recognition.
*This role is not eligible for visa sponsorship. Applicants must be authorized to work in the United States on a full-time basis without current or future visa sponsorship.
