Job Description

Job Summary

The AVP Investment Reporting and Data is responsible for overseeing management, performance, and compliance reporting for Nassaus 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.

Principal Duties and 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.
• Manager 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.

Knowledge, Skills and Abilities

• 10+ years of experience in investments, particularly in developing process and delivery of management, performance, and risk reporting. Ability to quickly acclimate to Nassaus portfolio and business.
• Bachelors 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. Our compensation system is designed to reward performance, support development and job growth, and compensate individuals relative to their contribution to our organization.The base salary for this position falls within Nassaus salary band F: $175,000-$200,000 depending upon experience.

Visit our Careers page and apply online at .

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.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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