Investment Data Analyst - Global Insurer

Woodland Partners are working exclusively with this global Insurance Group on the search for a new Investment Data Analyst. Reporting to the Head of Investment Platform & Analytics the role has a wide exposure to Asset Managers, Credit, Data and Capital.

Specific areas of responsibility include:

• Datatape and ratings: run, check and maintain a monthly investment datatape (inputs, overrides, reporting category review, BSCR and SBA fields). Make controlled, documented changes. Maintain ratings data, including in-house CM ratings and non-standard feeds.
• Credit data support: produce the watchlist data and the rating verification exception reports. Support credit risk data needs.
• Asset manager data: review analytics, holdings, transaction and cashflow (externally projected assets or “EPA”) files from asset managers. Perform controls and reconciliations, and resolve queries with them.
• Actuarial deliverables: deliver the final EPA cashflow files for the actuarial software.
• Analytics development: build and maintain tools for performance, liquidity and what-if analysis, and for performance attribution and reconciliations across large volumes of transactions, holdings, security master and market data.
• Process quality: maintain documentation, tests and version control for the team's processes, ensuring compliance with model risk management policies.
• Platform evaluation: support any evaluation of, or migration to, an investment data platform.

To be considered you should have the following skillset:

• Python (including pandas) and SQL used for real work. The candidate will be expected to show code they wrote and explain it.
• Comfortable with large, messy data sets: joins, reconciliations, and tracing a break to its root cause.
• Understands fixed income basics: bonds, ratings, cashflows, yield, market and book value, accrued interest.
• A control mindset: checks outputs before passing them on, documents changes, and is
• comfortable with an audit trail.
• Takes ownership: runs a monthly cycle to deadline, chases queries with asset managers, and gets things done.
• Clear written communication with non-technical colleagues.
• Insurance investment or regulatory data (e.g. BSCR, SBA, NAIC, Solvency II), structured credit or private credit.
• Git, testing, packaging and code review.
• Experience with investment management software (e.g. Bloomberg, Aladdin, Clearwater) or other asset manager data feeds.

Qualifications and Experience:

2-4 years’ relevant recent experience

A degree in a quantitative subject or computer science, or a finance degree with practical programming experience.