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Deputy Chief Investment Officer, Insurance

confidentialSan Jose, CAManager L7
Deputy Chief Investment Officer, Insurance
About the Company: Well-capitalized, fast-growing life and annuity insurer backed by a global financial institution Industry Insurance Type Privately HeldAbout the RoleThe Company is seeking a senior investment leader to shape investment strategy for an individual annuity business. Responsibilities include developing strategic and tactical asset allocation aligned with liabilities, profitability, liquidity, and capital, and overseeing asset-liability management, stress testing, and portfolio optimization. The role also oversees fixed-income, mortgage, derivatives, and alternative investments, along with external manager selection and performance. The successful candidate will manage investment risk, capital impacts, and annuity hedging, and lead investment governance and reporting to senior leadership and committees. Candidates should have at least 10 years of investment management experience, including significant exposure to life insurance portfolios and annuity liabilities, and at least eight years of people-management experience. Strong knowledge of asset-liability management, fixed income, derivatives, regulatory capital, and statutory and GAAP considerations is required. Experience overseeing external managers and presenting to senior executives, boards, or committees is also essential. A bachelor’s degree in finance, economics, accounting, mathematics, or a related field is required; an MBA or CFA is preferred. Hiring Manager Title CFOFunctionsFinance
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Level

Manager L7

Location

San Jose, CA

Occupation

Financial Managers

Industry

Direct Property and Casualty Insurance Carriers

Posted

today

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