Investment Analyst

2 days ago

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World Insurance Associates LLC

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World Insurance Associates LLC is a comprehensive insurance agency offering both business and personal insurance products. They provide a wide range of services, including commercial insurance, personal insurance such as auto, home, and life insurance, as well as benefits and HR financial services like retirement and estate planning. The company serves various industries including construction, healthcare, hospitality, and transportation, ensuring tailored solutions for each sector. With a focus on personalized customer service, World Insurance Associates prioritizes protecting people and businesses with premium products and extensive industry knowledge. They also offer expert guidance, making it easier for clients to manage and protect their assets effectively.

Trucking & Transportation Insurance • Restaurant & Bar Insurance • Personal Lines Insurance • Business Insurance • Group Benefits

1001 - 5000 employees

Founded 2012

💸 Finance

⚕️ Healthcare Insurance

🚗 Transport

📋 Description

• Assist with or perform research on investment strategies, as directed by the CIO or Investment Team leadership • Gather and review qualitative information about investment strategies from various sources • Interview investment strategy management teams to develop a deep understanding of their investment decision-making system • Evaluate investment strategy data, including returns, risk metrics, holdings and allocation data • Formulate a recommendation on reviewed investment strategies by analyzing and synthesizing qualitative and quantitative research • Prepare a comprehensive written review report including analysis and a recommendation on the investment strategy • Present the review report to the appropriate committee/stakeholders and respond to any questions • Perform ongoing monitoring and due diligence of investment strategies within their assigned coverage • Perform and document risk assessment of assigned investment products/strategies • Assist with various steps of the portfolio management process, as directed by the CIO or Investment Team leadership • Prepare and present data, analytics, and research for Asset Allocation Committee meetings • Implement model portfolio changes in accounts subscribed to WIA model programs • Manage data inputs and outputs for the WIA model programs • Ensure all activities are in compliance with applicable rules, regulations, policies, and procedures

🎯 Requirements

• Bachelors degree (or equivalent relevant industry experience of 4+ years) • Minimum of 2+ years of professional experience in investment management, wealth management, or related field. • Excellent analytical, problem solving, and decision-making skills. • Strong written and verbal client communication skills, outstanding attention to detail, and excellent responsiveness to requests/questions in a professional setting. • Ability to manage multiple tasks/projects simultaneously. • Excellent accountability for deadlines and execution of tasks and follow-up. • Strong aptitude for working collaboratively in a team environment while working in a fully remote capacity. • Series 65/66 and Series 7 licenses, or willingness to get licenses within 12 months of start date.

🏖️ Benefits

• 401(k) with Employer Match • Health Insurance (with HSA option) • Dental Insurance • Vision Insurance • Life Insurance • Generous Paid Time Off Policy • Flexible Spending Account (FSA) • Healthy Work/Life Balance • Maternity/Paternity Leave Policy • Remote Work Opportunity