Sr Investment Analyst

We are seeking an experienced Senior Investment Analyst to join our investment team. Our team is responsible for the oversight of $27+ billion investment portfolio composed of equities, fixed income and real estate. This individual will play a critical role in evaluating, selecting, and monitoring external investment managers across all asset classes, including fixed income, public equities, and potentially alternative investments. The ideal candidate brings deep institutional investment knowledge, strong analytical capabilities, and a proven track record within the insurance or the broader asset management industry. The position assists in all investment activities, reporting results of the investments of the organization which includes Insurance Company, Motor Club, defined benefit pension plan, and 401(k) plans to senior executives.

What You Need:

Investment Manager Analysis & Due Diligence

Conduct comprehensive quantitative and qualitative due diligence on external investment managers across fixed income, equities, and alternative strategies
Evaluate manager investment philosophies, processes, team structures, risk management frameworks, and operational capabilities
Perform attribution analysis and performance evaluation against relevant benchmarks and peer universes
Prepare detailed investment manager research reports and present findings and recommendations to the Investment Committee

Portfolio Monitoring & Oversight

Monitor existing manager relationships on an ongoing basis, tracking portfolio positioning, performance, personnel changes, and adherence to mandates
Identify early warning signs of style drift, team instability, or performance degradation and ensuring compliance with investment guidelines

Strategic Investment Support

Contribute to the development and execution of company’s overall investment strategy
Assist in asset allocation decisions
Support the team in RFP processes, manager searches, and onboarding/offboarding of managers
Ad hoc projects as required

Reporting & Communication

Prepare and present investment performance reports for senior executives and board
Keen interest in capital markets. Responsible for identifying emerging trends, opportunities and risks in the various asset classes. Stay current on regulatory developments, and best practices in insurance investment management

What You’ll Need:

10+ years of institutional investment experience, with meaningful exposure to investment manager research and due diligence preferably at an Insurance Company
Deep familiarity with multi-asset class investments including fixed income, public equities, and alternative strategies (private credit, real estate, private equity etc.)
A bachelor's degree in Finance, Economics or a STEM discipline is required. An advanced degree (MBA) or CFA is strongly preferred
Demonstrated ability to generate ideas and strategies to enhance portfolio returns and mitigate risk. Experience with insurance-specific investment considerations including regulatory capital, ALM, and statutory reporting
Strong quantitative and analytical skills; proficiency in performance attribution and portfolio analytics
Self-starter with solid critical thinking and problem-solving skills. Accuracy and attention to details are other key requirements for this position
A high proficiency in Microsoft Office is required (Excel, Access, PowerPoint, Word)
Experience with investment risk systems and portfolio analytics platforms (e.g., Bloomberg, FactSet, eVestment etc.).
Excellent written and verbal communication skills with experience and comfort presenting to C-suite executives

#LI-DF1

The starting pay range for this position is:

$160,500.00 - $214,100.00

Additionally, for full time positions, you will be eligible to participate in our incentive program based upon the achievement of organization, team and personal performance.

Remarkable benefits:
• Health coverage for medical, dental, vision

• 401(K) saving plans with company match AND Pension

• Tuition assistance

• Floating holidays and PTO for community volunteer programs

• Paid parental leave

• Wellness programs

• Employee discounts (membership, insurance,

travel, entertainment, services and more!)

Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us! With our national brand recognition, long-standing reputation since 1900, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.

“Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.”

AAA is an Equal Opportunity Employer

Our organization participates in E-Verify

The Automobile Club of Southern California will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance (FCIHO), the Unincorporated Los Angeles County (ULAC) regulation, and the California Fair Chance Act (CFCA).

null, Auto Club Of Southern Calif

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Sr Investment Analyst