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About the Role

This role leads the development of board and senior leadership presentations, synthesizing complex investment, financial, and strategic information into clear, concise, and decision-oriented narratives. It frames key business questions, insights, and recommendations to drive discussion, align stakeholders, and support executive decision-making.

Responsibilities

• Leads development of board and senior leadership presentations, synthesizing complex investment, financial, and strategic information into clear, concise, and decision-oriented narratives
• Frames key business questions, insights, and recommendations, ensuring materials are structured to drive discussion, align stakeholders, and support executive decision-making
• Owns end-to-end structuring and content development, including organizing materials, refining exhibits, and ensuring outputs are tailored appropriately to the audience and context
• Oversees performance and regular portfolio reporting to support senior leadership decision-making and investment committee governance
• Drives the evolution of BI capabilities by incorporating automation, advanced analytics, and AI-driven enhancements into reporting workflows to enhance scalability and improve speed-to-insight
• Promotes consistent metric definitions, data governance, and self-service analytics adoption
• Collaborates with IT and data teams on governed data model and scalable reporting solutions
• Helps to prioritize work, guide execution, and elevate team output, as a leader within BI
• Coaches and mentors team members, raising the bar on analytics, structured communication, audience-tailored messaging, and presentation quality
• Serves as a trusted partner to investment teams, investor relations, investment accounting, and senior leadership
• BI team is center of excellence for content creation and messaging, data analytics, and financial/business analysis
• Partners with the Head of BI to support capability development and team effectiveness
• Leads peer benchmarking, competitive intelligence, and market analysis efforts
• Provides analytical support for strategic initiatives and business planning
• Proactively identify trends, risks, and opportunities through data and external insights
• Performs other duties as assigned

Requirements

• Strong business acumen and understanding of investment concepts and performance drivers across asset classes
• Exceptional communication and storytelling skills
• Demonstrated success operating in high-expectation, executive-facing environments
• Proven ability to lead complex analytics, reporting, or BI initiatives end-to-end
• Strong organizational skills and ability to manage multiple priorities in a fast-paced environment
• High attention to detail and commitment to quality
• Experience developing board-level or senior executive presentations, with a strong focus on structured thinking and clear, audience-appropriate communication

Skills

• Investment concepts
• Performance drivers across asset classes
• Communication
• Storytelling
• Analytics
• Reporting
• BI tools (e.g., Power BI, Alteryx, or similar)
• Data automation
• Data architecture
• AI-enabled analytics use cases
• Organizational skills
• Structured thinking
• Audience-appropriate communication

Location

• New York, NY

Work Type

• Hybrid

Experience Level

• 7+ years of experience in asset management, investment analytics, financial services, or a related field

Education Level

• Bachelor's Degree Finance, Macroeconomics, Statistics, Accounting, Mathematics or a related field
• Equivalent combination of education and experience

Salary/Compensations

• $125,000 to $175,000

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Prescription drug coverage
• Health care flexible spending
• Dependent care flexible spending
• Aflac supplemental policies (Accident, Cancer, Critical Illness and Hospital Indemnity offered at no costs to employee)
• 401(k) plans
• Annual bonuses
• Opportunity to purchase company stock
• 11 paid holidays
• Up to 20 days PTO
• State-mandated sick leave
• Other leaves of absence

About the Company

• Aflac, a Fortune 500 company, is an industry leader in voluntary insurance products that pay cash directly to policyholders and one of America's best-known brands.
• Aflac has been recognized as Fortune’s 50 Best Workplaces for Diversity and as one of World’s Most Ethical Companies by Ethisphere.com.
• Our business is about being there for people in need.