AVP, Investments

About the Company

Vantage Group Holdings Ltd. (Vantage) was established in late 2020 as a re/insurance partner designed for the future. Driven by relentless curiosity, our team of trusted experts provides a fresh perspective on our clients’ risks. We add creativity to tech-enabled efficiency and robust analytics to address risks others avoid. Vantage provides specialty re/insurance through its operating subsidiaries in Bermuda and the U.S.

Vantage has approximately 350 colleagues in both the United States and Bermuda. We have offices in Chicago, IL, Norwalk, CT, Arlington, VA, Boston, MA, New York, NY and Hamilton, Bermuda. Additionally, we are a highly geographically diverse workforce with colleagues based in 35 states and counting. We fully support work flexibility including remote and hybrid work arrangements.


Role:

Reporting directly to the Group Treasurer, this position will be responsible for developing investment strategies, conducting financial analysis and reporting, and overseeing investment operations to ensure alignment with the company's financial goals and risk management framework.
The base salary expectation for this role is between $160,000 and $185,000. Actual base salary for the selected candidate may be higher, commensurate with experience and expectations. Vantage offers performance-based bonus potential, comprehensive health and welfare benefits, retirement plans with company match, competitive time off plans, a highly flexible work environment, and more.

Responsibilities & Accountabilities:

• Collaborate with the Group Treasurer to develop and implement investment strategies that align with corporate objectives and regulatory requirements.
• Conduct thorough financial analysis and risk assessments to support investment decisions. This includes assisting the team with formulating the Strategic Asset Allocation and scenario/stress testing.
• Monitor and analyze market trends, economic indicators, industry developments and conduct due diligence on new managers to identify investment opportunities and risks.
• Assist with managing the investment portfolio, ensuring effective asset allocation and diversification.
• Prepare detailed and timely investment reports and presentations for senior management and stakeholders on a monthly, quarterly, annual and ad hoc basis.
• Maintain and develop relationships with external investment managers, custodian banks, and advisors.
• Monitor portfolios to ensure compliance with all relevant investment guidelines, liquidity requirements, regulations and internal policies.
• Assist in the development and implementation of investment guidelines, policies and procedures.
• Provide leadership and mentorship to junior investment team members.
• Support special project work and perform ad-hoc analysis as needed

Ideal Candidate Profile:
• Bachelor's degree in Finance, Economics, or a related field; advanced degree (e.g. MBA) or professional certification (such as CFA, CA, CPA, ACA) preferred.
• 7 years plus experience in investment management, particularly within the P&C insurance or reinsurance sector and with a focus on fixed income assets.
• Strong analytical skills with a proven track record of making sound investment decisions.
• Excellent oral and written communication and presentation skills
• Ability to work collaboratively across departments and with external partners.
• Knowledge of regulatory/rating agency requirements and compliance in the insurance industry.
• Strategic thinking and problem-solving capabilities.
• Proficiency in financial modeling and investment analysis tools such as Clearwater, FactSet and Bloomberg
• Leadership and team management skills.
• Strong attention to detail and organizational abilities.
Vantage Values

Do What’s Right – be a force for good, for our customers, shareholders, colleagues, industry and communities
Be Relentlessly Curious – ask questions, listen to understand, challenge the status quo, look for ways to say YES, drive innovation, be opportunistic and disciplined
We’re Better Together– collaborate, be inclusive, supportive, respectful and humble, be a trusted partner internally and externally
Be Transparent – in who you are, what you think, and how you work, seek and provide alternative points of view, be true to yourself
Make A Difference –focus on impact, embrace technology, leverage data and analytics as critical assets, act intentionally to deliver on our mission


We value diversity and are committed to creating an inclusive environment for all employees. At Vantage, we strive to build and foster a culture where inclusiveness is ingrained, not just an initiative. All colleagues support building an inclusive environment where employees feel empowered to