Fortitude Reinsurance Company Ltd. (Fortitude Re) is one of the world’s leading providers of legacy reinsurance solutions. They work with the world’s leading insurance companies to help them execute comprehensive, transformational solutions for legacy Life & Annuity and P&C lines. Fortitude Re manages a general account of approximately $111 billion across life, annuity, and property & casualty insurance products. The company takes a long-term view on growth and is proud to be backed by a consortium of sophisticated institutional investors led by The Carlyle Group and T&D Insurance Group. Incorporated under the laws of Bermuda on January 1, 2017, Fortitude Re’s roots in the insurance industry and the experience of their leadership go back many decades. Fortitude Re’s leadership team has an average industry tenure of over 20 years, and an impressive track record of successfully managing the most complex legacy liabilities. Their deep insurance experience and proprietary risk modeling capabilities allow them to structure bespoke transactions that benefit both insurance companies and their policyholders. Fortitude Re continues to strengthen its ability to pursue further growth and provide innovative solutions for the global insurance industry. Click here for more information about Fortitude Re.
The Associate, Investment Strategy supports the development and execution of investment strategies for new transactions and the in-force portfolio. Working under general supervision, this role partners with Corporate Development, Actuarial Pricing, Risk, and members of the Investments team to perform analysis, research, and modeling that inform portfolio construction and asset-liability management decisions. This role contributes to aligning investment activities with business objectives, market conditions, and regulatory considerations through disciplined analysis and execution.
What You Will Do:
- Support the development of Strategic Asset Allocation (SAA) analyses by running established portfolio optimization models and preparing outputs for review
- Analyze the performance of public and private asset classes, macroeconomic indicators, and key risk factors to support asset-liability management (ALM) decisions
- Assist with due diligence and underwriting analysis of fixed income and alternative investment strategies managed by external asset managers
- Partner with Actuarial Pricing, Corporate Development, and other internal stakeholders to support the evaluation of new reinsurance and investment opportunities
- Perform scenario, sensitivity, and stress analyses to assess market conditions, capital impacts, and portfolio outcomes using defined methodologies
- Prepare analytical materials, exhibits, and summaries to support investment recommendations and internal reporting
- Collaborate with Portfolio Management, Treasury, and Risk teams to support the implementation and monitoring of investment strategies
- Maintain and enhance existing analytical tools, spreadsheets, and models to improve efficiency and consistency in investment analysis
- Contribute to internal presentations and documentation for management and governance forums
What You Will Have:
- Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related quantitative discipline
- Approximately 2 years of relevant experience in investments, ALM, asset management, or a related analytical role
- Practical knowledge of financial markets, fixed income instruments, and investment fundamentals
- Familiarity with asset-liability management concepts, insurance products, or portfolio analytics
- Strong analytical and problem-solving skills with the ability to apply defined methodologies to moderately complex problems
- Effective written and verbal communication skills, with the ability to summarize analysis and explain findings clearly
- Experience using Excel for financial modeling and analysis; exposure to Bloomberg or similar market data platforms preferred
- Familiarity with Python, R, SQL, or other analytical tools is a plus but not required
The base salary range for this role is listed below and will be commensurate with candidate experience. Pay ranges for candidates may differ based on the cost of labor in that location. In addition to base salary, all employees are eligible for an annual bonus based on company and individual performance as well as a generous benefits package.
Base Salary Range: $110,000 USD - $150,000 USD
At Fortitude Re, our strength has always come from our people. Our success is deeply rooted in our ability to embrace the unique attributes, perspectives and experiences of every individual within our company. Fostering a culture of inclusion and belonging where everyone—regardless of background, race, religion, sexual orientation or gender identity—feels valued and respected is a foundation of our culture.
We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law.
To all recruitment agencies: Unless you have been requested to work on this position, or other positions with Fortitude Re, please do not forward any resumes to Fortitude Re employees. Fortitude Re is not responsible for any fees related to unsolicited resumes.
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