About 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.
Founding Firms
Laura Malvaez
Chair, BlackRock
laura.malvaez@blackrock.com
Maeve Grant
International Vice Chair, Inigo Insurance
maeve.grant@inigoinsurance.com
Lale Topcuoglu
Vice Chair, Swiss Re
lale_topcuoglu@swissre.com
Sarah Marschok
Secretary, Wellington Management Company
smmarschok@wellington.com
Rupal Shah
Treasurer/Outreach, Prudential/PGIM FI
rupal.shah@pgim.com
Company: Mutual of Omaha
Job Title: Jr Investment Analyst
Contact Name: Juan Prieto
Contact Email: juan.prieto@mutualofomaha.com
Description: Participates in the analysis of potential investment opportunities and general market research.
Analysts will work primarily within their respective teams which include: corporate bonds, municipal bonds, structured securities (collateralized loan obligations, asset-backed/mortgage securities, etc), commercial mortgage loans, macro risk, portfolio strategies. Ultimate placement will be based on the needs of the department while taking into account the candidates preference whenever possible.
Develop an understanding on how to analyze an investment, the market and/or risks associated with the portfolio through financial modeling, due diligence and market research.
Depending on the team you will be involved with meeting with various stake holders: issuers/management teams, research providers, “wall street” analysts/traders, internal partners in areas such as legal, risk management, operations.
Learn and understand investment documentation, financial modeling and relative value.
Required experience/skills : Bachelor’s Degree with 0-2+ years of work experience.
- Strong work ethic, attention to detail, pride and ownership of work product, strength of conviction and desire to succeed.
- Strong interest in the investment field and hunger to continually learn about the investment process and markets.
- You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
- Able to work remotely with access to a high-speed internet connection and located in the United States or Puerto Rico.
Certifications/educations required: Demonstrated interest in participating in the Chartered Financial Analyst (CFA) program.
Company: BlackRock
Job Title: Director, Insurance Solutions
Contact Name: Viktor Knava
Contact Email: viktor.knava@blackrock.com
Minimum years of relevant experience : 10+
Learn more
Company: Strategic Asset Alliance
Job Title: Investment Consultant
Contact Name: Julie Stone
Contact Email: jstone@saai.com
Company Overview: Since our inception in 1994, Strategic Asset Alliance (SAA) has been devoted to empowering commercial insurance companies and insurance-oriented public entities (i.e. risk pools for municipalities, school districts, etc.) to elevate their investment processes and generate improved financial results. Today, we provide non-discretionary investment advisory services for ~$10 billion in clients’ invested assets.
Our focused team of six is a diverse, dynamic group of innovative thinkers combining investment and insurance expertise. The team is led by our two senior consultants who are industry veterans and former senior investment executives at insurers. Headquartered in Washington State (work is primarily remote), with additional locations in Maine and Florida.
Your Role:
As a key Investment Consultant, you will play a pivotal role in shaping the financial futures of our insurer clients. This is a remote position, and you will be working primarily with those clients located in the Western U.S. Your multifaceted role will include:
- Building and nurturing client relationships with your exceptional interpersonal communication skills.
- Leading or assisting in strategic decision-making across all investment-related domains, such as asset allocation, investment research, manager selection, performance measurement, and investment policy reviews.
- Collaborating with clients and SAA team members to initiate and understand key client strategies, using your original thinking to drive innovation.
- Spearheading or supporting new business development through RFP responses, presentations to prospective clients, and the creation of new business leads.
Minimum years of relevant experience : 5 years’ experience in the investment sector, with a preference for those who have worked with insurers.
Required experience/skills :
- An ability to translate complex investment topics into accessible insights for non-investment professionals.
- Exceptional interpersonal communication skills and a knack for building lasting relationships.
- Strong analytical capabilities, allowing you to interpret data and make informed decisions.
- A Bachelor’s degree from an accredited university.
- Willingness and ability to travel up to approximately 50% of the time.
- Proficiency in Microsoft 365 tools (Word, PowerPoint, Excel, Teams, and other related products), as well as one or more of the burgeoning Generative AI tools.
Certifications/educations required: A Bachelor’s degree from an accredited university.
Preferred qualifications: CFA designation, MBA.
Benefits:
We are dedicated to creating a fulfilling work environment that balances professional growth with personal wellbeing. As part of the SAA team, you will receive a competitive salary within the range of $100-150,000/year, an extensive PTO policy, a robust 401(k) match, comprehensive medical/dental/vision insurance, and support towards achieving your CFA designation.
Commitment to Diversity:
At SAA, we celebrate diversity and believe that a mix of different perspectives enriches our work. We are an equal opportunity employer and encourage individuals of all backgrounds to apply, irrespective of race/ethnicity, creed, color, religion, sex (including gender and gender identity), national origin, ancestry, age, marital status, veteran status, citizenship status, disability, medical condition, or sexual orientation. We strictly enforce a policy of respect and have zero tolerance for any form of harassment.
To join our dynamic team, please send your cover letter and resume to Julie Stone, Assistant to the President, at jstone@saai.com.
For more about our work and impact, visit www.saai.com. We look forward to learning more about you!
Company: Sompo International
Job Title: Investment Analyst
Contact Name: Jordalin Ortega
Contact Email: jortega@sompo-intl.com
Apply or learn more
