Senior Investment Performance Analyst

Job Description SummaryThe Senior Investment Performance Analyst is a key role within ERAC Investment team and reports directly to the Head of Treasury. This role will focus on enhancing analytical capabilities, improving forecasting accuracy, and ensuring data integrity across investment, operations and treasury deliverables. The position will partner with broader investments team, FP&A, Investment Accounting and other internal stakeholders to provide actionable insights, streamline reporting processes, and support strategic decision-making.ERAC is the reinsurance business unit under GE Aerospace's Corporate Holdings; primarily focused on Long Term Care (LTC) and Life reinsurance segments. The ERAC Investment team manages a ~$50B investment portfolio backing reinsurance liabilities.Job DescriptionRoles and ResponsibilitiesReporting & AnalyticsMonitor, analyze and track investment performance across various asset classes, mandates, and investment managers, including price and income components of total returnIdentify discrepancies and outliers versus expectations, escalate and perform root cause analysis. Work cross functionally, including internal and external stakeholders to drive resolutionPrepare recurring Monthly Operating Review (MOR) materials including publishing various key performance indicators (KPIs) for the investment portfolio which are leveraged by CIO, Head of Investment Operations and portfolio managers for discussion with business leadershipDevelop Investment Committee (IC) materials, including portfolio composition and trend analysis and drill down on the investment portfolio, transactions and initiativesCreate and maintain standard reporting frameworks for consistent quarterly deliverables, including IC Deck, MOR, performance reviews and other ad hoc reporting requirementsOversee 1099 tax reporting processes, coordinating data and reconciliation with service providersLong Range ForecastingSupport investment forecasting processes and ongoing model maintenance to project investment portfolio, performance and risk metrics over various time horizonsOwn data readiness and accuracy for the long-range forecasting process, including portfolio holdings/characteristics, target portfolio allocation, yield curves, default assumptions etc. to inform strategic decision makingSupport scenario analysis and stress testing for investment portfolios to assess performance under varying market conditionsData Quality & GovernancePerform periodic analytics checks and data quality reviews to proactively identify and resolve data exceptions across Investment platforms (incl. Clearwater and Aladdin) and collaborating with data management team on resolutionSupport data governance processes including documentation on data sources, data transformation flows, and data definitions within various platforms to enhance broader team understanding and governance cultureVendor ManagementMonitor, track and oversee investment expenses, including analyzing actuals vs expectations and trend analysisStreamline invoice processing workflows and vendor management to ensure timely approvals and payment schedulingIdentify and execute opportunities to optimize costs and improve efficiency by streamlining data flows between investment systems, reducing manual work, and driving automation of reporting and reconciliation tasks using existing tools (e.g. Power BI).Required QualificationsBachelor's degree in Finance, Economics, Accounting, Mathematics, or related field5+ years of experience in investment reporting and/or financial planning & analysis (FP&A) within financial servicesDesired CharacteristicsWorking understanding of financial markets and instruments, including security reference data, attributes, and risk analytics, particularly for fixed income securitiesExperience working directly with an investment reporting/analytics platform such as Blackrock Aladdin and an investment accounting platform such as ClearwaterAdvanced technical skills, including proficiency in financial modeling, forecasting, and data analysis and using Microsoft Office Suite; experience with BI toolsExcellent communication skills and ability to present complex data to senior stakeholdersAn ability to work independently, handle numerous assignments concurrently, and consistently be a self-starter that excels at meeting and exceeding professional goalsMaster's degree or higher, preferably in a quantitative field such as Finance, Economics, Statistics, Mathematics, or equivalentFamiliarity with executing efficient business processes and related tools to optimize workflows, reduce manual effort, and mitigate potential errorsProgress toward CFA designation a plusThe base pay range for this position is $86,000 - $115,000. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set. This position is also eligible for an annual discretionary bonus based on a percentage of your base salary. This posting is expected to close on 3/31/26.GE Aerospace offers comprehensive benefits and programs to support your health and, along with programs like HealthAhead, your physical, emotional, financial and social wellbeing. Healthcare benefits include medical, dental, vision, and prescription drug coverage; access to a Health Coach from GE Aerospace; and the Employee Assistance Program, which provides 24/7 confidential assessment, counseling and referral services. Retirement benefits include the GE Aerospace Retirement Savings Plan, a 401(k) savings plan with company matching contributions and company retirement contributions, as well as access to Fidelity resources and planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability insurance, life insurance, and paid time-off for vacation or illness. ?GE Aerospace (General Electric Company or the Company) and its affiliates each sponsor certain employee benefit plans or programs (i.e., is a "Sponsor"). Each Sponsor reserves the right to terminate, amend, suspend, replace or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual.Additional InformationGE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer (https://www.eeoc.gov/sites/default/files/2022-10/22-088_EEOC_KnowYourRights_10_20.pdf) . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).Relocation Assistance Provided: NoLI-Remote - This is a remote positionGE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.