Fidelity Investments
Director - Risk Management and Insurance Analysis
Fidelity Investments, Boston, Massachusetts, us, 02298
Job Description:Director – Risk Management and Insurance Industry Analysis
Fidelity Insurance Agency (FIA) is looking for a Director to help conduct due diligence and assess life insurance and annuity counterparties. Join a diverse team that builds, promotes, and supports Fidelity’s outstanding experience.
The Role
Conduct research on and monitor creditworthiness/financial strength of existing and potential insurance counterparties in accordance with internal, proprietary standards.
Analyze and assess insurer financial statements, investment portfolios, insurance liability profile, strength of risk management and controls, and commitment to protection of policyholders.
Play a key role in preparing for and participating in due diligence sessions with C suite leaders of industry leading insurance companies.
Understand the nature and history of Fidelity's business with each counterparty.
Keep track of industry news as well as macroeconomic trends and regulations that may impact the insurance industry.
Present and make recommendations to FIA senior leadership on a periodic basis.
The Expertise and Skills You Bring
Bachelors degree required
Associate in the Society of Actuaries (ASA), Fellow in the Society of Actuaries (FSA), MBA, CFA or CPA preferred
3+ years of proven insurance industry experience
Familiarity with statutory and GAAP financial statements
Knowledge of life insurance and annuity products
Experience with data analysis and preparing presentations
Strong communication skills, including the ability to explain complex topics to all organizational levels
Ability to build and maintain positive relationships as you work collaboratively across teams
The Team
Fidelity Insurance Agency distributes financial products that help Fidelity’s investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity’s Wealth Services organization.
Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
#J-18808-Ljbffr
Fidelity Insurance Agency (FIA) is looking for a Director to help conduct due diligence and assess life insurance and annuity counterparties. Join a diverse team that builds, promotes, and supports Fidelity’s outstanding experience.
The Role
Conduct research on and monitor creditworthiness/financial strength of existing and potential insurance counterparties in accordance with internal, proprietary standards.
Analyze and assess insurer financial statements, investment portfolios, insurance liability profile, strength of risk management and controls, and commitment to protection of policyholders.
Play a key role in preparing for and participating in due diligence sessions with C suite leaders of industry leading insurance companies.
Understand the nature and history of Fidelity's business with each counterparty.
Keep track of industry news as well as macroeconomic trends and regulations that may impact the insurance industry.
Present and make recommendations to FIA senior leadership on a periodic basis.
The Expertise and Skills You Bring
Bachelors degree required
Associate in the Society of Actuaries (ASA), Fellow in the Society of Actuaries (FSA), MBA, CFA or CPA preferred
3+ years of proven insurance industry experience
Familiarity with statutory and GAAP financial statements
Knowledge of life insurance and annuity products
Experience with data analysis and preparing presentations
Strong communication skills, including the ability to explain complex topics to all organizational levels
Ability to build and maintain positive relationships as you work collaboratively across teams
The Team
Fidelity Insurance Agency distributes financial products that help Fidelity’s investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity’s Wealth Services organization.
Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
#J-18808-Ljbffr