Portfolio Analyst - Investments

22 hours ago

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Group and individual disability insurance • Group life insurance • AD&D, vision and dental insurance • retirement plans products and services • individual annuities and investment advice.

1001 - 5000

Description

• Join the Investment Management team as a Portfolio Analyst • Lead analysis for benchmarking, reporting, and compliance testing • Operate key financial software and tools • Provide support and optimize portfolio management processes • Conduct market research and analyses for investment decisions

Requirements

• Bachelor’s degree in Finance, Business, Mathematics or related field • 2+ years of relevant work experience in a principal investment business or a capital markets business • Progress toward or interest in obtaining CFA is a plus • Familiarity with Bloomberg and one of the major fixed-income analytics software programs (FactSet, Aladdin, Bond Edge, etc.) • Project management experience • Experience with Power BI or other data visualization tools • Proficiency in Python or other programming languages

Benefits

• Medical, dental, vision, and retirement benefits • Initial PTO accrual of 164 hours per year • 11 paid holidays and 2 wellness days per year • Incentive plan participation