Posted 22 July, 2026
Data Analyst
Inizio Partners
Jersey City, NJ, US
Full Time
Job Description
Role Overview:
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- The person would be working with the Investment team for a major Insurance client. The candidate should have hands-on experience in Actuarial /Financial modeling and a strong understanding of the BFSI and Investment instruments. \n
- The person should be able to create/help build a mapping exercise for the investment data coming from various sources. \n
- Should have hands-on experience with SQL, should be able to create business logic. \n
- Advance level knowledge of MS Excel. \n
- Should be independently able to conduct data analysis on results produced by financial models. \n
- The person would be required to create automated upload templates that would be loaded to subledger/ledger. \n
- The person will be responsible for testing and implementing the new/updated regulatory requirements. \n
- The person should be able to quickly understand the business issues and data challenges and propose solutions. \n
- A suitable candidate should have 9+ years of experience and 7+ years in a similar role and should possess a go-getter attitude. \n
- Experience in Re-insurance preferred. \n
Key Responsibilities & Skillsets:
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Common Skillsets:\n
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- Superior finance, analytical and problem-solving skills. \n
- Should be able to work on a problem independently and prepare client ready deliverable with minimal or no supervision. \n
- Excellent communication skill for client interaction \n
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Financial Risk Management Skillsets:\n
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- Experience in Clearwater Accounting platform or similar investment accounting platform is a must have \n
- Background in Finance, Investment, Actuarial Science or pursuing actuarial exams. \n
- Good understanding of US (United States) market and the latest regulatory guidelines such Long Duration Targeted Improvements \n
- Good knowledge of SQL, advanced Excel \n
- Professional certification Actuarial exams or CFA and FRM working in Insurance industry. \n
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Candidate Profile:
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- Experience in Clearwater Accounting platform or similar investment accounting platform is a must have \n
- Bachelors/master's degree in finance, Investments, actuarial science \n
- 5-7+ years' experience in Life Insurance/Reinsurance \n
- Knowledge of other investment-related software and tools (Bloomberg, Aladdin etc.) is preferred. \n
- Effective communication skills to convey technical concepts to non-technical team members. \n
- Strong and in-depth understanding of insurance industry \n
- Strong and in-depth understanding of investment instruments \n
- Superior analytical and problem-solving skills. \n
- Outstanding written and verbal communication skills \n
- Able to work in a fast pace continuously evolving environment and ready to take on uphill challenges. \n
