Martello Re

Head of Portfolio Management & Analytics

Posted: 6 hours ago

Job Description

About Martello ReAt Martello Re, we are building a distinctive reinsurance offering grounded in exceptional client service, innovative solutions, and advanced data analytics. We are committed to attracting top talent and empowering individuals to make meaningful contributions while advancing their careers. Our dynamic, high-energy environment fosters collaboration and encourages bold thinking at all levels. At the same time, we maintain a steadfast focus on long-term financial strength to serve the best interests of our cedants and their policyholders.The Head of Portfolio Management & Analytics will be responsible for managing the in-force portfolio and serving as the primary interface to the investment team’s internal stakeholders, including Operations, Accounting, Actuarial, Legal & Regulatory, Risk and other functions. The head will lead a team that is responsible for developing, maintaining and running a comprehensive investment analytics system capable of providing all reporting and analysis needed for the investment team. The role will drive continuous process improvement, automation, and change management in analytics and reporting functions.Essential Duties And ResponsibilitiesManage the In-Force Portfolio: Oversee all aspects of the in-force asset portfolio for MRE, ensuring optimal performance and risk management.Primary Stakeholder Interface: Serve as the main point of contact between the investment team and internal stakeholders, including Operations, Accounting, Actuarial, Legal & Regulatory, Risk, and other relevant functions.Team Leadership: Lead and develop a team of experts responsible for portfolio management and investment analytics.Investment Analytics System Oversight: Direct the development, maintenance, and operation of a comprehensive investment analytics system to support all reporting and analysis needs for the investment team.Reporting & Analysis: Ensure the production and systematization of comprehensive reports on portfolio holdings, cashflows, analytics, sourcing, and origination for all in-force assets.Liquidity & Cash Management: Oversee liquidity management, cash flow planning, and account structure matters to ensure efficient portfolio operations.Internal & External Collaboration: Interface with key internal functions (accounting, operations, actuarial, risk, legal, compliance) and external stakeholders (cedants, trustees) to support portfolio objectives.Support Investment Strategy: Collaborate with the investment strategy team on the design and execution of new investment structures and solutions.Risk & Regulatory Compliance: Ensure all portfolio management activities adhere to relevant legal, regulatory, and risk management requirements.Continuous Improvement: Identify and implement process improvements and best practices in portfolio management and analytics.Perform other duties as assigned.Required Education And ExperienceDegree in finance, economics, business, mathematics, or a related field. CFA charter holder designation preferred.10+ years of relevant experience in investment management, preferably within insurance, reinsurance, or asset management environments, with significant experience in portfolio analytics, technology platforms, and process improvement.Experience in asset allocation and relative value concepts for insurance companies. Proven experience managing investment teams.Experience at a life and annuity insurance or reinsurance company.Knowledge of liability-driven investing and understanding of asset-liability management (ALM).Familiarity with regulatory frameworks such as U.S. statutory accounting and/or Bermuda insurance regulations.Required SkillsDeep understanding of capital markets, investment strategies, and risk-adjusted performance evaluation.Strong leadership, collaboration, and communication skills; able to influence at all levels of the organization.Strategic thinker with a hands-on, execution-oriented mindset.Exceptional analytical and decision-making skills, with the ability to synthesize complex information.High ethical standards and a commitment to professional excellence.Ability to manage multiple priorities in a fast-paced, dynamic environment.Experience leading cross-functional initiatives and managing external partnerships.Supervisory ResponsibilitiesDirectly supervises the asset allocation and pricing team and is responsible for team development and performance management. Mentor and develop junior team members, supporting career path planning and professional growth.Location and TravelMartello Re welcomes applications from candidates located in Bermuda, within commuting distance of our Charlotte, NC office, or remotely from the Eastern United States and other states where we currently operate. We are proud to be an equal opportunity employer and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status.Regular domestic and occasional international travel may be required (approximately 20–30%) for meetings with clients, partners, and external managers. Physical RequirementsProlonged periods of sitting at a desk and working on a computer. Must be able to lift 15 pounds at times. Note for Recruitment AgenciesWe kindly request that you do not forward any resumes to Martello Re employees unless specifically requested for this position or other roles within our organization. Martello Re bears no responsibility for fees related to unsolicited resumes.Note to ApplicantsPersonal Information collected is used for recruitment purposes only and will be shared with hiring managers and those involved in the hiring process. We may retain your personal information for a reasonable period in compliance with applicable regulations, typically one year post application submission, to enable us to match your details with other suitable job opportunities that may arise from time to time, unless otherwise requested. Please refer to Martello Re’s Privacy Notice for further information on your rights and how we protect your personal information: Privacy Notice– Martello Re.

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