Job Description
Job Summary
The Manager, Enterprise Investment Strategy drives and supports investment decision-making, portfolio coordination, and key initiatives across F&G’s investment platform. This role partners with the Retail and Institutional portfolio management teams, external asset managers, and key internal stakeholders (Actuarial, Treasury, Finance, etc.) to drive analysis, coordination, and execution.
This position reports to the AVP, Enterprise Investment Strategy and will be a senior individual contributor with select leadership responsibilities (including potential direct reports), focused on owning critical processes, developing analytical frameworks, and improving how investment decisions are evaluated and implemented across the enterprise. The role requires strong analytical capabilities, sound judgment, and the ability to manage multiple priorities in a fast-paced, highly collaborative environment. This position will interact with key members of external asset managers serving F&G in addition to interacting with other F&G functional team members to ensure progress and continuity of investment related projects
Duties and Responsibilities
- Drive investment decision making, using best-practice analytics and evaluation frameworks (e.g., Relative Value framework) to make consistent, quality recommendations on new and existing investment opportunities
- Evaluate investment opportunities for alignment to organization goals (e.g., risk, return, capital, liquidity, ALM) to support effective asset allocation ( including strategic asset allocation, tactical asset allocation, portfolio reposition)
- Identify and implement opportunities to improve investment decision-making, efficiency, and scalability through process redesign, automation, and use of data/technology
- Partner with key stakeholders to maintain consistency, rigor, and quality across analyses; utilize internal governance and approval processes
- Serve as a key point of contact with external asset managers, evaluating investment opportunities, forming independent views, and facilitating pipeline visibility and information flow
- Guide due diligence and onboarding of new managers and asset classes
- Develop materials to communicate analysis, report on status, and interpret metrics, facilitating governance processes, special initiatives, and Investment Committee committee and senior leadership review.
- Partner with key stakeholders (e.g., Actuarial, Finance) to ensure consistent assumptions, forecasts, and business planning inputs
- Manage investment processes and frameworks (e.g., RAPID) to drive process improvement; ensure processes align to best practice and create repeatable documentation
Experience and Education Requirements
- Bachelor’s degree in finance, investments, economics, mathematics or related field
- 8+ years of investment-related experience
- CFA and/or ASA designation preferable
- History of working in cross-functional environments with multiple stakeholders and competing priorities preferred
Knowledge, Skills & Abilities
- Advanced technical and financial modeling skills
- Effective verbal and written communication skills
- Superior analytical and problem-solving skills
- Proficency in MS Excel and PowerPoint
- Experience using SQL, VBA, Bloomberg, and AI-enabled tools to enhance analysis, streamline workflows, and improve decision-making
Other Requirements
- Perform other functions, duties and projects as assigned
- Regular and punctual attendance
- Ability to travel up to 25%
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Additional Information
Work Environments
F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you’ll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact [email protected].
Join our employee-centric hybrid work environment: F&G Careers
About F&G
Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.
As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.
1 Top Workplaces USA 2022 – 2023
2 Des Moines Register Top Workplaces 2018 – 2022
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