Jamie Maltese

Senior Vice President of Investments @Navy Mutual Aid Association

Arlington, VA

Oversees $3B insurance investment program; responsible for strategic asset allocation and portfolio construction.Specialize in portfolio yield optimization, analytics, reporting, and risk management.Lead an internal investment team responsible for core fixed income.Deliver outsourced alternatives platform, including private credit/equity, infrastructure and real estate.Report to CEO, Audit Committee and Board of Directors. Responsible for the Association’s Investment Policy; periodically review and recommend updates to reflect regulatory changes and other factors.Managed several key projects including conversion to Clearwater investment admin system, external investment consultant study, and recruiting highly qualified candidates for the investment office.Develop relationships with external analysts, sell side coverage, vendors, auditors, ratings agencies, and regulators.Support the CFO in verifying monthly investment accounting, risk based capital, and investment reserve calculations.Created benchmark report measuring roll-on yield and ratings changes vs. selected peer group, using Schedule D filings.Trustee for the Association’s 401k and DB retirement plans.