Sr. Investment Data Analyst (Hybrid)

Job Description

Sr. Investment Data Analyst (Hybrid)

Primary Duties & Responsibilities

At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.

Role Overview

Could you be our next Sr. Investment Data Analyst? Globe Life is looking for a Sr. Investment Data Analyst to join the team!

This role is responsible for driving the financial insights and comprehensive data analysis to steer strategic decisions for Globe Life’s $20B+ investment portfolio encompassing a diverse range of assets, including fixed income securities, alternative assets, and equity. The Senior Investment Data Analyst will modernize Globe Life’s investment analytical and reporting capabilities. Tasked with supporting a $20B+ multi-asset portfolio, the successful candidate will lead the transition of manual workflows into a robust, automated database architecture. Key responsibilities include overseeing investment FP&A, conducting risk and return analysis, performance measurement and attribution, and building sophisticated, automated models to forecast the financial impacts of shifting investment strategies.

This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).

What You Will Do

• Collaborate with IT to optimize data infrastructure, ensuring data integrity and accessibility.
• Automate / change process / reinvent process
• Apply data modeling techniques (hierarchical, relational, dimensional, etc.) to integrate investment accounting and FP&A datasets.
• Develop and maintain dashboards, reports, and data models to enhance financial insights and decision-making.
• Use programming languages such as Python or R along with AI tools to automate processes and improve efficiency.
• Modernize legacy Excel-based models into scalable, automated solutions using BI tools like Tableau or Power BI.
• Drive process improvements and automation initiatives to streamline FP&A and reporting.
• Develop and maintain robust Discounted Cash Flow (DCF) models to determine the valuation of private investments
• Support automation and analytics across investment management, treasury and investment accounting.
• Investigate and resolve discrepancies during daily processing.
• Develop and implement financial models for scenario planning, budgeting, and forecasting.
• Analyze investment financial data to identify trends, variances, risks, and opportunities for Globe Life subsidiaries.
• Prepare and present comprehensive financial reports and analyses, including monthly, quarterly, and annual reports for subsidiary boards of directors, financial reporting, and management.
• Partner with other departments to gather relevant information and ensure alignment of financial plans with strategic objectives.
• Calculate and verify daily, monthly, and quarterly investment returns for various asset classes.
• Perform Performance Attribution to identify specific drivers of portfolio returns, such as asset allocation and security selection.
• Analyze risk-adjusted returns and monitor benchmarks to ensure alignment with investment objectives.
  
  

What You Can Bring

• Bachelor’s degree in Finance, Mathematics, Computer Science, or a related quantitative field; CFA, FRM, CAIA, CPA or similar designation preferred.
• MBA or an advanced degree in a relevant field, preferred.
• Minimum of 5-10 years of progressive experience in financial analysis and reporting, process automation, database development.
• Experience with automations / data modeling/database/systems.
• Demonstrated experience in a senior analyst or lead role where independent work and strategic contributions were expected.
• Deep understanding of fixed income, portfolio performance metrics, and risk management.
• Proven ability to build "repeatable" processes rather than one-off analyses.
• Advanced proficiency in Microsoft Excel, SQL and at least one programming language (Python or R) for data manipulation and automation, and visualization tools, such as tableau and power BI.
• Demonstrated expertise in Data & Financial analysis, including forecasting, budgeting, and financial modeling.
• Advanced analytical skills with ability to translate complex financial data into actionable insights.
• Strong collaboration and communication skills; able to present findings clearly to both technical and non-technical stakeholders.
• Advanced proficiency in building professional-grade DCF, IRR, and NPV models from scratch.
• Ability to work independently, prioritize tasks, and manage multiple projects in a fast-paced environment.
• Experience with financial systems; interest in process automation and efficiency improvements.
• Knowledge of investment accounting and reporting, with a strong understanding of financial instruments, accounting principles (e.g., GAAP, SAP), and regulatory requirements for insurance companies.
  
  

Applicable To All Employees of Globe Life Family of Companies:

• Reliable and predictable attendance of your assigned shift.
• Ability to work full time and/or part time based on the position specifications.
  
  

How Globe Life Will Support You

Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don’t just work, but thrive at Globe Life:

• Competitive compensation designed to reflect your expertise and contribution.
• Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
• Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
• Paid holidays and time off to support a healthy work-life balance.
• Parental leave to help our employees welcome their new additions.
• Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
• Company-paid counseling for assistance with mental health, stress management, and work-life balance.
• Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
• Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
  
  

Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.