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:
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.