Note: The job is a remote job and is open to candidates in USA. Martello Re is building a distinctive reinsurance offering grounded in exceptional client service and innovative solutions. The Investment Analytics & Reporting Associate will support the investment team by developing and maintaining accurate and timely production of investment reports for internal and external stakeholders, collaborating cross-functionally to optimize investment insights and enhance risk-adjusted returns.
Responsibilities
- Manage the end-to-end preparation, review, and distribution of monthly, quarterly, and annual investment reports, including portfolio performance summaries and regulatory updates
- Lead continuous improvement initiatives to enhance analytics and reporting efficiency, strengthen internal controls, and reduce operational risk
- Design and deliver regular reporting packages with KPIs that drive investment strategy and allocation decisions across business segments
- Support the investment team by applying insights from data and analytics to enhance risk-adjusted returns and portfolio construction decisions
- Create and maintain models for ad hoc analysis, scenario modeling, and trend identification across asset classes
- Collaborate with internal stakeholders to design and implement a scalable roadmap for data repositories and analytics systems supporting the investment function
- Conduct and communicate market and macroeconomic research that informs asset allocation decisions
- Perform other tasks as assigned
Skills
- Bachelor's degree in Finance, Business, Economics, or a related quantitative discipline
- Minimum of 5 years of relevant experience in investment reporting, analytics, or portfolio management support roles
- Demonstrated experience in insurance asset management or within the investment function of a financial institution
- Exceptional attention to detail with the ability to manage multiple deadlines in a fast-paced environment
- Strong written and verbal communication skills, with the ability to present complex financial data clearly to non-technical audiences
- Experience working at a life and annuity insurer or reinsurer
- Familiarity with liability-driven investment strategies and asset-liability modeling
- Experience with Bermuda regulatory reporting or solvency frameworks
- Strong problem-solving skills, with the ability to analyze complex data, identify key drivers, and develop practical, well-reasoned solutions
- Excellent communication and presentation skills, with the ability to clearly articulate complex concepts to a range of audiences, including internal stakeholders, senior leadership, and Board/ELT members
- Strong proficiency in data analytics tools such as FactSet, Bloomberg, Excel, PowerPoint, SQL, Power BI, or Tableau
- Understanding of capital markets, investment performance metrics, and portfolio risk analytics
- Exceptional attention to detail, ensuring accuracy, consistency, and quality in analysis, reporting, and deliverables
- Highly organized with a strong sense of accountability and ownership
- Proven ability to collaborate cross-functionally and adapt in a fast-paced, startup-style environment
- Self-starter with a strong work ethic and commitment to continuous learning
Company Overview
Company H1B Sponsorship