MetLife Sr. Investment Planning & Analysis Consultant - Brighthouse Financial in Morristown, New Jersey
Brighthouse Financial is a new company established by MetLife. We’re on a mission to help people achieve financial security. Built on a foundation of industry knowledge and experience, we specialize in offering essential annuity and life insurance products designed to help customers protect what they’ve earned and ensure it lasts more predictably. In an industry that often has a reputation for complexity, confusion, and cost, Brighthouse Financial is different. Our approach includes simplicity, transparency, and more value so customers can face the future with confidence.
Brighthouse Financial is seeking passionate, high-performing team members to help us carry out our mission and be part of an exciting journey toward improving the financial futures of our millions of customers. Sound like you? Read on.
Role Value Proposition:
The Sr. Investment Planning & Analysis Consultant is responsible for providing support and counsel to the Investments department in a broad array of areas. Key responsibilities will be to lead a small team to organize and prepare data and reporting materials with accuracy, meet deadlines, anticipate questions, and prepare the leadership team for various events, including: Executive Group meetings, Investment Committee meetings, Dedicated Business Reviews, quarterly earnings calls, rating agency reviews and regulatory responses. A multi-faceted and dynamic role, the position requires an experienced, dedicated professional who can lead and manage with effectiveness and efficiency and has a strong working knowledge of investments, data and business process. The candidate will be expected to work closely with the Finance team to understand and report on matters such as Net Investment Income (NII).
Organize and prepare materials for various events, including: Executive Group meetings, Investment Committee, Board of Director Reporting, Dedicated Business Reviews, quarterly earnings calls, rating agency reviews and regulatory requests
Partner with Finance to create an effective and automated NII projection process
Contribute to the development of the investment plan
Lead the annual budget planning process
Lead development of Financial Stress Process
Lead Reporting & Analytics team across Investments
Create Sensitivity Analysis model on impact to RBC due to change in Invested Assets
Maintain a high degree of awareness/knowledge of current economic and investment activities to anticipate potential investment issues
Monitor calendars and events to anticipate requirements of the CIO
Manage CIO speaking engagements, including coordination of materials
Cultivate and nurture relationships across the Enterprise
Maintain confidentiality of information and materials
Respond to ad hoc requests in a timely manner
Essential Business Experience and Technical Skills:
Excellent oral and written communication skills – the ability to convey a broad array of information succinctly and accurately
Strong Investment background
Excellent organization, planning and time management skills and the ability to multitask.
Excellent interpersonal and negotiation skills
Ability to interface with all levels of management
Flexibility and the ability to adapt to change in a dynamic environment
Excellent analytical skills and investment and business acumen
Strong accounting and analysis background
Strong project management skills with high level attention to detail
Excellent Microsoft Office skills
Number of Openings
Brighthouse Financial is a proud equal opportunity/affirmative action employer committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. It is Brighthouse Financial's policy to ensure equal employment opportunity without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.
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