Investment Leader

Revol One Financial
Durham, NC
Category Finance
Job Description
Role Overview

The Investment Leader will play a critical leadership role in managing the investment portfolio of Aspida, developing and implementing strategic investment policies, overseeing portfolio performance, and ensuring alignment with the company's risk tolerance, governance, and regulatory requirements.

What You Will Do

Build strong relationships with senior leadership, monitor and analyze investment portfolios, provide credible check and balance to decision-making, review and sign off on proposed Alternative Equity Investments, and co-develop investment guidelines.

Why It Might Be a Fit

We value inclusivity and welcome candidates from diverse backgrounds, including non-traditional paths. Unique experiences enrich our team, and the willingness to dream big makes you an exceptional candidate!

Requirements

  • A qualification from a recognized institution or professional body (e.g. CFA)
  • 8+ years of experience in insurance asset management with a credit investing background
  • Experience working with private asset origination and alternative asset strategies
  • Knowledge of capital rules (RBC, BSCR, rating agency) helpful in driving allocation decisions
  • Understanding of insurance investment accounting processes/procedures including GAAP/STAT
  • Self-starter with confidence, patience, maturity, and a strategic lens to proactively partner with AIS
  • Excellent interpersonal and communication skills, both written and verbal
  • Accuracy and attention to detail is essential with strong analytical acumen
  • Ability to work well in a lean team environment, often under pressure
  • Excellent work ethic, intellectual curiosity, good judgment, and positive attitude
  • Strong technical skills, including superior Excel and Bloomberg knowledge and working knowledge of Clearwater

Benefits

  • Salaried, DOE
  • Long-Term Incentive Plan
  • Full-Time
  • Full Benefits Package Available
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