Sr. Hedging Analyst

Overview

The Senior Hedging Analyst supports the organization’s hedging program by executing, analyzing, and managing derivative transactions and related risk activities. This role oversees the derivative trade lifecycle and helps support controls, reporting, and processes used to manage market risk. All work is performed in accordance with approved hedging strategies, risk limits, policies, and procedures.

Responsibilities

• Execute approved derivative hedging transactions within delegated authority and manage the full trade lifecycle, including:
  • Pre-trade checks
  • Trade capture
  • Confirmation
  • Reconciliation
  • Settlement coordination
  • Issue resolution
• Serve as a primary point of contact for trade execution and support matters with internal teams, counterparties, brokers, and service providers.
• Monitor derivative positions, market data, and operational deadlines to support effective hedge execution, timely processing, and adherence to established controls.
• Prepare, validate, and distribute recurring hedging, risk, and management reports; identify issues, control gaps, and improvement opportunities.
• Analyze portfolio exposures, market sensitivities, profit and loss, hedge performance, broker quotes, trade economics, and valuation outputs to support execution, risk oversight, and reporting.
• Support analysis of bespoke indices, payoff structures, and new products, including derivative characteristics, hedging implications, operational readiness, and reporting needs.
• Use Python, SQL, Excel, and related tools to automate workflows, improve data quality, and enhance reporting and trade support.
• Lead or contribute to enhancements of hedging processes, trading and risk systems, and reporting, including requirements, testing, implementation, and procedure updates.
• Act as a subject matter expert on hedging processes and trade workflows; maintain process documentation and support ad hoc business, audit, regulatory, and risk management requests.

Qualifications

• Bachelor’s Degree
• Finance, Economics, Mathematics, Statistics, Engineering, Computer Science, Business, or a related field; equivalent relevant experience may be considered.
• 3+ years of relevant experience
• 3+ years of progressive experience in hedging, derivatives, trading, capital markets, treasury, investment operations, or a related financial-services function.
  • Experience in insurance, asset liability management, or life/annuity hedging is preferred but not required.
• Experience executing, supporting, or managing derivative trade lifecycles, including options, swaps, and futures.
  • Familiarity with derivative valuation, market risk, hedge performance, and profit and loss analysis is preferred.
• Experience using Python to automate business processes, analyze financial or operational data, develop repeatable reporting, or support trading and hedging workflows preferred.

Skills, Knowledge, and Abilities

• Exceptional attention to detail and commitment to accuracy, especially when managing trade details, reports, reconciliations, and time-sensitive deliverables.
• Ability to follow established processes and controls, recognize exceptions, and escalate issues promptly.
• Strong verbal and written communication skills; ability to communicate clearly and professionally with internal stakeholders, counterparties, and service providers.
• Ability to make sound, timely decisions within defined authority limits while managing recurring workflows, reporting, and controls in a fast-paced, market-sensitive, deadline-driven environment.
• Self-motivated and organized; ability to prioritize competing requests, manage concurrent responsibilities, and follow through.
• Analytical and quantitative aptitude, including understanding of derivative pricing, market risk, portfolio exposures, sensitivities, profit and loss, hedge performance, and valuation concepts.
• Strong problem-solving skills and a continuous improvement mindset, including identifying opportunities for automation and reporting improvements.
• Ability to work independently within established procedures and collaborate effectively across business, investment, risk, technology, and operations teams.
• Strong interest in capital markets, derivatives, hedging, portfolio management, and ongoing professional development.
• Advanced proficiency in Microsoft Excel is required.
• Working knowledge of SQL and relational databases (such as SQL Server) is preferred.
• Familiarity with using Bloomberg or comparable platforms for investment analysis, portfolio management, and reporting.
• High standards of professionalism, confidentiality, accountability, and ethical conduct.

Preferred Qualifications

• Experience in insurance, asset liability management, or life/annuity hedging.
• Familiarity with derivative valuation, market risk, hedge performance, and profit and loss analysis.
• Python experience for workflow automation and repeatable reporting.
• Working knowledge of SQL and relational databases (such as SQL Server).
• Familiarity with Bloomberg or comparable platforms.

Compensation & Benefits

• Not specified in the provided description.

Location / Work Environment

• Hybrid and remote work arrangements are available, as well as in-office options. During the hiring process, the leader and candidate will determine what works best for the role.

Additional Information

• This role does not have formal people leadership responsibilities but may provide guidance, mentorship, or subject matter expertise to others.
• Reasonable accommodations are available for applicants and candidates with disabilities unless doing so would cause undue hardship.