Nassau Financial Group
AVP or 2VP- Investment Reporting and Data
Nassau Financial Group, Hartford, Connecticut, us, 06112
Overview
AVP or 2VP – Investment Reporting and Data is responsible for overseeing management, performance, and compliance reporting for Nassau’s asset management business. This role performs analysis and reporting on the investment portfolio and the overall asset management business, and oversees the team that supports the systems, data, and processes that produce this reporting. Responsibilities
Develop and prepare monthly and quarterly board and management meeting materials, portfolio analysis presentations, performance, risk, and compliance reporting to provide to CIO, CRO, and the front office. Produce meaningful reporting commentary via thorough analysis. Identify performance drivers, risks, and exposures, and respond to questions and inquiries from internal and external constituents. Compile investment data and analysis on demand to support significant business initiatives and transactions. Analyze investment data and coordinate controls and remediations with investment finance and operations. Maintain portfolio management dashboard (Allvue OMS). Maintain FactSet asset modeling information, performance and risk dashboards, and Intex cash flow projections for structured securities. Manage investment data warehouse. Source data and produce peer company analysis. Manage, lead, and develop staff while also being heavily involved in performing detailed work. May at times manage external client reporting. Perform other duties as assigned. Qualifications
10+ years of experience in investments, particularly in developing process and delivery of management, performance, and risk reporting. Ability to quickly acclimate to Nassau’s portfolio and business. Bachelor’s degree required. Concentration in Finance/Accounting preferred. Experience in insurance/reinsurance industry preferred. Proficient in asset modeling software, Excel, and PowerPoint. Experience managing a team to execute and deliver effectively. Direct experience with FactSet, Clearwater, and Intex is preferred but not required. Related experience with Aladdin, Bloomberg, BondEdge, Trepp, or other similar systems is desirable. Natural self-starter with an appreciation for extreme ownership, accountability, and commitment to the intensity and challenges presented by the needs of a growing and developing business. General knowledge of both GAAP and Statutory insurance accounting desirable. Excellent interpersonal and communication skills. Compensation
Nassau maintains a holistic compensation philosophy focused on competitive base salaries, performance driven incentives, and unique professional development opportunities. The combination of compensation, benefits, and an entrepreneurial culture along with related experiences is key to recruiting and retaining talent. The base salary for this position falls within Nassau’s salary band F: $150,000-$200,000 depending upon experience. How to apply
Visit our Careers page and apply online at http://www.nfg.com/. Based in Hartford, Connecticut, Nassau Financial Group is a growth focused and digitally enabled financial services company with a fully integrated platform across insurance and asset management. Nassau was founded in 2015 and has grown to $1.6 billion in total adjusted capital, $25.5 billion in assets under management, and 363,000 policies and contracts as of June 30, 2025. As part of a young and growing financial services enterprise, our employees are tapping into a new entrepreneurial spirit while they build on a long track record of putting customers first, understanding the evolving income and protection needs, and developing quality products to meet those needs. Nassau provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Seniority level
Executive Employment type
Full-time Job function
Finance and Sales Industries: Insurance Follow Nassau on the job market pages to learn about other opportunities in Hartford, CT.
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AVP or 2VP – Investment Reporting and Data is responsible for overseeing management, performance, and compliance reporting for Nassau’s asset management business. This role performs analysis and reporting on the investment portfolio and the overall asset management business, and oversees the team that supports the systems, data, and processes that produce this reporting. Responsibilities
Develop and prepare monthly and quarterly board and management meeting materials, portfolio analysis presentations, performance, risk, and compliance reporting to provide to CIO, CRO, and the front office. Produce meaningful reporting commentary via thorough analysis. Identify performance drivers, risks, and exposures, and respond to questions and inquiries from internal and external constituents. Compile investment data and analysis on demand to support significant business initiatives and transactions. Analyze investment data and coordinate controls and remediations with investment finance and operations. Maintain portfolio management dashboard (Allvue OMS). Maintain FactSet asset modeling information, performance and risk dashboards, and Intex cash flow projections for structured securities. Manage investment data warehouse. Source data and produce peer company analysis. Manage, lead, and develop staff while also being heavily involved in performing detailed work. May at times manage external client reporting. Perform other duties as assigned. Qualifications
10+ years of experience in investments, particularly in developing process and delivery of management, performance, and risk reporting. Ability to quickly acclimate to Nassau’s portfolio and business. Bachelor’s degree required. Concentration in Finance/Accounting preferred. Experience in insurance/reinsurance industry preferred. Proficient in asset modeling software, Excel, and PowerPoint. Experience managing a team to execute and deliver effectively. Direct experience with FactSet, Clearwater, and Intex is preferred but not required. Related experience with Aladdin, Bloomberg, BondEdge, Trepp, or other similar systems is desirable. Natural self-starter with an appreciation for extreme ownership, accountability, and commitment to the intensity and challenges presented by the needs of a growing and developing business. General knowledge of both GAAP and Statutory insurance accounting desirable. Excellent interpersonal and communication skills. Compensation
Nassau maintains a holistic compensation philosophy focused on competitive base salaries, performance driven incentives, and unique professional development opportunities. The combination of compensation, benefits, and an entrepreneurial culture along with related experiences is key to recruiting and retaining talent. The base salary for this position falls within Nassau’s salary band F: $150,000-$200,000 depending upon experience. How to apply
Visit our Careers page and apply online at http://www.nfg.com/. Based in Hartford, Connecticut, Nassau Financial Group is a growth focused and digitally enabled financial services company with a fully integrated platform across insurance and asset management. Nassau was founded in 2015 and has grown to $1.6 billion in total adjusted capital, $25.5 billion in assets under management, and 363,000 policies and contracts as of June 30, 2025. As part of a young and growing financial services enterprise, our employees are tapping into a new entrepreneurial spirit while they build on a long track record of putting customers first, understanding the evolving income and protection needs, and developing quality products to meet those needs. Nassau provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Seniority level
Executive Employment type
Full-time Job function
Finance and Sales Industries: Insurance Follow Nassau on the job market pages to learn about other opportunities in Hartford, CT.
#J-18808-Ljbffr