Insurance Women’s Investment Network (IWIN)

The Insurance Women’s Investment Network (IWIN) was created in November 2013. Our mission: to foster relationships among members and allies and enhance their impact and contribution to the insurance industry. Since then, we have created a community of individuals (both women and men) who have the relevant knowledge, experience, and background to make this network impactful. Not only do we want IWIN to be a place to foster and expand our members’ networks, but we also want it to be a marketplace of ideas where industry-leading experts can share their knowledge and reflect upon the latest trends and developments affecting their portfolios and firms. We have found that staying focused on investments and capital markets has helped build a strong common bond among the network’s members.

Learn More about About Insurance Women’s Investment Network (IWIN)

Analyst, Asset Allocation | Brookfield Asset Management

Company: Brookfield Asset Management
Job title: Analyst, Asset Allocation
Contact name: Kelly
Contact email: kelly.mullen@brookfield.com
Description

Location

Brookfield Place New York - 250 Vesey Street, 15th Floor
Business - Reinsurance

Brookfield’s publicly traded Reinsurance business, Brookfield Reinsurance Partners Ltd., is a newly formed division of Brookfield focused on providing capital-based solutions to insurance companies and their stakeholders. Brookfield Reinsurance is positioned to act as a strong, long-term partner to the insurance sector, with a primary focus on the life, annuity and pension market in North America and Europe. The business provides annuity-based reinsurance products to insurance and reinsurance companies and also acts as a direct issuer of pension risk transfer products for pension plan sponsors. In doing so, the business seeks to match long-duration liabilities with a portfolio of high-quality investments in order to generate attractive, risk-adjusted returns.


Brookfield Culture

Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.


Job Description

BAM Re is seeking an Analyst to join our New York-based investment team where this individual will play a key role in developing and implementing portfolio strategy as part of BAM Re’s asset allocation team and alongside senior leadership. Responsibilities will include assisting in the creation and evolution of strategic asset allocation, new business pricing, and relative value analysis across fixed income and equities.


Key Accountabilities

Assist in formulating asset allocation strategies for the investment portfolio backing life, annuities, and pension risk transfer liabilities and perform optimizations around asset-liability management, returns and capital within the context of investment guidelines

Coordinate with senior team members on the implementation of the strategic asset allocation plan, monitor investment pipelines and assist on execution of investments
Collaborate with the investment and risk teams on asset modeling, cashflow and sensitivity analysis
Develop and present reports on investment performance and risk. Monitor compliance with investment policies and trust guidelines
Coordinate with the actuarial and finance teams on providing investment assumptions for actuarial modeling and business planning
Liaise with the investments, treasury, and operations teams to ensure proper liquidity management


Candidate Profile

Bachelor’s degree with an excellent academic record, degree in a quantitative field of study a plus
At least 1-3 years of portfolio management, asset-liability management, or cross asset class experience
Strong capabilities in MS Excel, familiarity with programming languages preferred
Outstanding analytical and problem-solving skills
High attention to detail, intellectual curiosity, and motivation
Excellent verbal and written communication skills

Salary Range: $140,000 - $160,000

Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.

Brookfield Asset Management is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.
Brookfield is an EEO employer and does not make hiring decisions based on status in a protected class.
Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.
We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.

Required experience/skills

At least 1-3 years of portfolio management, asset-liability management, or cross asset class experience
Strong capabilities in MS Excel, familiarity with programming languages preferred
Outstanding analytical and problem-solving skills
High attention to detail, intellectual curiosity, and motivation
Excellent verbal and written communication skills

Years of relevant experience

1-3

Certifications/education required

Bachelor’s degree with an excellent academic record, degree in a quantitative field of study a plus

Associate, Asset Allocation | Brookfield Asset Management

Company: Brookfield Asset Management
Job title: Associate, Asset Allocation
Contact name: Kelly
Contact email: kelly.mullen@brookfield.com
Description

Location

Brookfield Place New York - 250 Vesey Street, 15th Floor
Business - Reinsurance

Brookfield’s publicly traded Reinsurance business, Brookfield Reinsurance Partners Ltd., is a newly formed division of Brookfield focused on providing capital-based solutions to insurance companies and their stakeholders. Brookfield Reinsurance is positioned to act as a strong, long-term partner to the insurance sector, with a primary focus on the life, annuity and pension market in North America and Europe. The business provides annuity-based reinsurance products to insurance and reinsurance companies and also acts as a direct issuer of pension risk transfer products for pension plan sponsors. In doing so, the business seeks to match long-duration liabilities with a portfolio of high-quality investments in order to generate attractive, risk-adjusted returns.


Brookfield Culture

Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.


Job Description

BAM Re is seeking an Associate to join our New York-based investment team where this individual will play a key role in developing and implementing portfolio strategy as part of BAM Re’s asset allocation team and alongside senior leadership. Responsibilities will include assisting in the creation and evolution of strategic asset allocation, new business pricing, and relative value analysis across fixed income and equities.


Key Accountabilities

Assist in formulating asset allocation strategies for the investment portfolio backing life, annuities, and pension risk transfer liabilities and perform optimizations around asset-liability management, returns and capital within the context of investment guidelines
Coordinate with senior team members on the implementation of the strategic asset allocation plan, monitor investment pipelines and assist on execution of investments
Collaborate with the investment and risk teams on asset modeling, cashflow and sensitivity analysis
Develop and present reports on investment performance and risk. Monitor compliance with investment policies and trust guidelines
Coordinate with the actuarial and finance teams on providing investment assumptions for actuarial modeling and business planning
Liaise with the investments, treasury, and operations teams to ensure proper liquidity management


Candidate Profile

Bachelor’s degree with an excellent academic record, degree in a quantitative field of study a plus
At least 3-5 years of portfolio management, asset-liability management, or cross asset class experience
Strong capabilities in MS Excel, familiarity with programming languages preferred
Outstanding analytical and problem-solving skills
High attention to detail, intellectual curiosity, and motivation
Excellent verbal and written communication skills

Salary Range: $160,000 - $200,000

Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.

Brookfield Asset Management is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.
Brookfield is an EEO employer and does not make hiring decisions based on status in a protected class.
Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.
We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.

Required experience/skills

Strong capabilities in MS Excel, familiarity with programming languages preferred
Outstanding analytical and problem-solving skills
High attention to detail, intellectual curiosity, and motivation
Excellent verbal and written communication skills

Years of relevant experience

3-5

Certifications/education required

Bachelor’s degree with an excellent academic record, degree in a quantitative field of study a plus

Analyst/Associate - Insurance Business Development | Brookfield

Company: Brookfield
Job title: Analyst/Associate - Insurance Business Development
Contact name: Megan Weed
Contact email: megan.weed@brookfield.com
Description

The Analyst/Associate – Insurance Business Development role is pivotal in supporting the growth of Brookfield’s newly formed credit platform. This position entails comprehensive involvement across business development activities, aiming to align Brookfield’s capabilities with the unique needs of insurance investors.

This position will be an integral component of a fast-growing team and will benefit from leveraging the firm’s intellectual capital, existing relationships, fundraising capabilities, and broader strategic insights as part of a premier investment management franchise.

Responsibilities

Collaborate with business development, portfolio management, and senior leadership to accelerate the growth of our insurance partnerships
Support the development and execution of business development strategies by providing market research and client-specific insights
Assist with preparation of client presentations, proposals, and reports to communicate our investment strategies and structures to prospective clients
Analyze industry trends and competitive dynamics within the insurance asset management sector
Coordinate and maintain pipeline data, client relationship management systems, and other sales activity reports
Facilitate internal communication and project coordination across product development, operations, legal, compliance, and portfolio management teams to ensure aligned and efficient client support
Develop and maintain an understanding of the regulatory and investment needs of insurance companies to enhance tailored business development efforts

Required experience/skills

2-4 years of experience in institutional asset management, preferably with insurance experience.
Excellent academic credentials with Bachelor’s degree in Business Administration, Finance, or a related field.
Progress toward CFA charter a plus.
Strong organizational skills and the ability to manage multiple tasks efficiently.
Excellent verbal and written communication skills
Self-starter with a desire to learn and add value
Expertise with Excel
Expertise with Microsoft PowerPoint: creating and editing presentations for internal and external meetings
Proficiency with Salesforce CRM software preferred.
An understanding of the insurance investment market and its regulatory environment is a plus.
Demonstrated ability to work collaboratively in a team-oriented environment.
Initiative to develop creative solutions and solve problems

Salary Range: $120,000 - $160,000

Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.

Years of relevant experience

2-4 Years

Certifications/education required

Bachelor’s degree in Business Administration, Finance, or a related field.

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