Investment and Treasury Analyst
AEGIS Insurance Services Inc.
2026-04 – Present · Jersey City, NJ
- Performed investment analysis of portfolio performance and attribution, including benchmark-relative returns, spread movements, and liquidity metrics, to evaluate portfolio behavior across market conditions.
- Analyzed fixed income and credit portfolios across HTM/AFS strategies, evaluating market, credit, and liquidity risk to guide asset allocation, duration positioning, and capital preservation.
- Contributed to the annual investment performance plan and strategic asset allocation targets, aligning portfolio positioning with risk management objectives and investment policy guidelines.
- Built forward-looking liquidity forecasts and prepared analysis supporting cash deployment and strategic financial planning across multiple investment portfolios.
- Deployed and maintained quarterly FX report, reducing reporting turnaround and streamlining currency workflows.
- Spearheaded AI adoption across the Investments division as its designated AI Champion, deploying data analysis and research automation tools to streamline investment workflows.
- Participated in the London Exchange Group, gaining exposure to global financial markets, cross-border transactions, and international operations within the London office.