Job Description
Location: Hybrid/Remote
Company Introduction
At Revol One Financial® we offer a unique and exciting opportunity be on the ground floor of a startup that will upend the industry by being a refreshingly straight forward insurance company. Do you like to make quick decisions? Influence projects and outcomes? Be empowered to make decisions? We work differently and have a collaborative, fun, casual culture with none of the entanglements and roadblocks of a typical corporate environment. As Chief Investment Officer of Revol One Financial, you will have the chance to mold & shape a critical area of Investments, reporting directly with the CEO and working closely with leadership, work on numerous cross- function projects and wear multiple hats, all of which will be an excellent learning experience and provide opportunities for significant professional growth.
Revol One Mission & Core Values
Our Mission is to revolutionize how people feel, think and experience retirement solutions.
Our Core Values
Lead with Trust & Integrity – We walk the talk. Living with integrity means our actions always match our words.
Treat others with Respect & Humility – We value every individual. We respect and care for each fostering a supportive and empathetic workplace culture.
Always be Genuine, Honest & Transparent – We know what we are and what we are not. We let honesty and transparency guide our decisions and actions, ensuring we stay true to who we are.
Own Your Entrepreneurial Spirit – Everyone acts like an entrepreneur. We take initiative, own our actions, and drive innovation.
Embrace Fun & Flexibility – Agility and positivity defines us. We embrace the fun in everything we do staying nimble and enthusiastic.
We are One Revol One Financial – We Can, and we Will succeed together. We face challenges head on with determination and commitment, confident in our ability to succeed.
Chief Investment Officer
The Chief Investment Officer is responsible for overall portfolio management and investment strategy for Revol One Financial. This includes approaching investment activities with a liability driven mindset as a means for supporting our growth strategy.
Major Duties & Responsibilities
- Develop the Strategic Asset Allocation (SAA) to ensure Asset Liability Management (ALM) is optimized while considering risk and return expectations and product pricing including development of short- and long-term investment earned rate expectations
- Work with the primary investment manager / owner for coordination, monitoring, sourcing, and management of investment subadvisors
- Develop, support, and assess the overall hedging strategy as it relates to derivatives and hedging requirements
- Execute portfolio reviews to ensure performance targets as well as compliance requirements are met, including focus on attribution analysis, comparison to peers, and the related impact to tactical asset management decisions
- Develop liquidity management framework and operational execution process to manage liquidity needs
- Work across functions to ensure operational aspects of investment related processes are efficient and effective
- Work with ownership and management regarding business development opportunities to analyze opportunities, provide recommendations, and execute as needed
- Support the implementation of Enterprise Risk Management
- Understand and support capital management and work with actuaries to maximize capital efficiency and optimal usage in both the US and offshore regimes
Skills, Experience & Qualifications
Bachelor’s degree (or higher) in finance, risk management, economics, or related fields
10+ years of experience in insurance related investing including understanding and executing SAA and ALM related activities
Experience working with multiple asset managers and sourcing assets opportunistically
Experience with hedging and derivative related activities
Excellent communication skills (written & oral)
Excellent organizational skills with strong attention to detail
Desire to work in a fast-paced entrepreneurial environment
Revol One Financial® is the marketing name for Revol One Insurance Company. Revol One Insurance Company is responsible for its own financial and contractual obligations. Revol One Insurance Company is not authorized to conduct business in the state of New York.