National Life
Sr. Director, Insurance Portfolio Risk and Analytics
$206K–$302K
Addison, TX +5 · Director · Full-time · Posted Jun 1, 2026
- Location
- Addison, TX
Montpelier, VT
New York, NY
Addison, TX
Montpelier, VT
New York, NY - Experience
- 5–12+ years; the posting gives no stated alternatives.
- Education
- Bachelor’s degree in Finance, Economics, Mathematics, or related field.
- Visa sponsorship
- No visa sponsorship for this position.
About the job
Manages investment exposures for life and annuity products, balancing risk-adjusted returns with insurance liabilities, regulatory requirements, and capital constraints.
What you'll do
- Manage asset allocation and portfolio duration, credit quality, performance, and risk across fixed income, equity, and alternative investments.
- Work with actuarial teams on asset-liability matching, duration targets, capital efficiency, and surplus optimization.
- Monitor regulatory compliance and present portfolio, yield, return, and risk analyses to the investment committee.
What they ask for
- Bachelor’s degree in Finance, Economics, Mathematics, or a related field.
- 5–12+ years of experience in institutional asset management, insurance investments, or fixed income portfolio management.
- Strong understanding of insurance balance sheets and statutory accounting; experience with ALM frameworks and capital modeling.
- Proficiency in Excel, Bloomberg, and portfolio management systems.
Nice to have
- MBA or Master’s degree.
- CFA charterholder (from CFA Institute).
Pay
$206,250 — $302,500 USD (base salary)
Tools
Excel, Bloomberg
AI focus
Use approved AI tools where appropriate to improve work efficiency, quality, and impact; review and validate AI-generated content and follow company policies on responsible use, confidentiality, privacy, security, compliance, retention, and intellectual property.
Model-written summary · the original posting is authoritative