1+ months

Lead: Investments Finance: Brighthouse Financial

Charlotte, NC
**Job Location:** United States : North Carolina : Charlotte **Alternate Job Location :** United States : New Jersey : Convent Station

Brighthouse Financial is a new company established by MetLife. Were on a mission to help people achieve financial security. Built on a foundation of industry knowledge and experience, we specialize in offering essential annuity and life insurance products designed to help customers protect what theyve earned and ensure it lasts more predictably. In an industry that often has a reputation for complexity, confusion, and cost, Brighthouse Financial is different. Our approach includes simplicity, transparency, and more value so customers can face the future with confidence.

Brighthouse Financial is seeking passionate, high-performing team members to help us carry out our mission and be part of an exciting journey toward improving the financial futures of our millions of customers. Sound like you? Read on.

**Role Value Proposition:**

The Director of Investments Finance will act in a senior capacity and serve as the primary line of communication between Finance, the Chief Investments Officer and Investment Operations. This role will coordinate Net Investment Income (NII), Investment Plan and NII Projection development, as well the attribution analysis vs. Actual NII. Additionally, this individual will have responsibility for delivering realized gain/loss (NIGL and NDGL) reporting and attribution, reporting advice, investments analytics and special projects.

**Key Responsibilities:**

+ Responsible for analyzing and communicating Plan vs. Projection vs. Actual investment results to the Chief Investment Officer and leadership team, internal Finance and the CFO for the following purposes:

+ Quarterly Earnings Calls and Press Releases

+ Board of Director Reporting

+ Investment Committee Reporting

+ Annual Investment Plan

+ Monthly Earnings Projections

+ Monthly Attribution Analysis

+ Coordinate the quarterly Asset Impairment Review (OTTI) process for international invested assets.

+ Partner with the investment front office to provide accounting advice and impact analysis of investment decisions on financial statements.

+ Bridge externally reported figures to internal investment reports/presentations.

+ Support movement to the investment accounting system as well as the data warehouse and ledger.

+ Manage and/or support other special projects and ad hoc inquiries that support international front office activities.

+ Lead the effort to set department objectives that align with the needs of key customers (e.g., Chief Investments Officer, CFO, and Chief Accounting Officer), monitor progress against those objectives and manage priorities in response to emerging and competing initiatives.

+ Act as intermediary with Risk Management and Internal Audit on investment finance issues.

**Essential Business Experience and Technical Skills:**

+ 8+ years of relevant experience in finance, with a strong preference for a background in investments.

+ Well versed in the development of performance reporting & analytics; strong quantitative and analytical skills.

+ Ability to prioritize multiple competing objectives in a deadline oriented environment.

+ Strong leadership, communication and interpersonal skills.

+ Ability to work well within a team environment, build partnerships and work collaboratively with finance and investment personnel across the organization

+ Project management experience preferred

+ MBA, CPA or CFA is preferred


Up to 20%

**Business Category**


**Number of Openings**


Brighthouse Financial is a proud equal opportunity/affirmative action employer committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. It is Brighthouse Financial's policy to ensure equal employment opportunity without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.

For immediate consideration, click the Apply Now button. You will be directed to complete an on-line profile. Upon completion, you will receive an automated confirmation email verifying you have successfully applied to the job.

Brighthouse Financial is committed to providing reasonable accommodations to qualified individuals with disabilities. If you require a reasonable accommodation in order to complete an employment application, please contact our Employee Relations Department at 1-866-635-9230 or email bhfemployeerelations@brighthousefinancial.com . All other unrelated inquires will not be acknowledged.


  • Human Resources
  • Accounting
  • Management
  • Financial Services
  • Hospitality
  • Legal
  • Transportation / Warehouse

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Lead: Investments Finance: Brighthouse Financial

Charlotte, NC

Share this job

Lead: Investments Finance: Brighthouse Financial

Charlotte, NC

Separate email addresses with commas

Enter valid email address for sender.

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast