EMC Insurance Companies

Senior Securities Analyst – Investments

EMC Insurance Companies

full-time

Posted on:

Location Type: Hybrid

Location: Iowa • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $92,670 - $128,045 per year

Job Level

Senior

About the role

  • Acts as subject-matter expert on sectors under coverage, applying industry knowledge to analyze creditworthiness through a combination of qualitative and quantitative factors for current and prospective investments within assigned sectors.
  • Utilizes Bloomberg and other third-party sources to maintain current views on industry- and company-specific trends, build and maintain financial models, and prepare research reports in a timely manner.
  • Proactively communicates views, new developments, and recommendations to the investment team.
  • Develops strong relationships with broker-dealers and banks in order to source investment opportunities and gain valuable insights into prevailing market conditions.
  • Applies expertise to identify opportunities for improvement in research efficacy and efficiency.
  • Serves as a resource and mentor to the analyst team to aid professional development and ensure consistent application of research processes across the group.
  • Monitors and evaluates broader credit risk, market trends, and economic factors affecting fixed-income investments.
  • Works closely with the investment team to apply knowledge in group discussions regarding the development and implementation of overall investment strategy.
  • Provides insights on potential changes to portfolio characteristics like structure, duration, quality, sector allocation, and security type.
  • Participates in reviews of third-party managers, quarterly report preparation, and creation of team presentations.
  • Assists in the identification and selection of third-party managers within the Credit Portfolio.
  • Performs other job duties as assigned.

Requirements

  • Bachelor’s degree in accounting, finance, or related field
  • Advanced degree in a related field preferred
  • Five years of experience in investment analysis and/or portfolio management in the insurance industry
  • Chartered Financial Analyst (CFA) designation preferred
  • Excellent understanding of investment analysis, insurance investment issues, asset allocation performance measurement, cash management, corporate finance, and portfolio and financial theory
  • Excellent knowledge of investment operations, trade settlement, insurance products, cash flow testing, and asset/liability matching
  • Strong communication, problem-solving, and analytical skills
  • Ability to multitask and work independently
  • Proficiency with investment accounting software, Bloomberg, and worksheet and personal computer applications
  • Strong organizational skills, accuracy, and attention to detail
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Volunteer time off
  • Professional development opportunities
  • Tuition reimbursement
  • Wellness initiatives
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment analysisportfolio managementfinancial modelingasset allocationcash managementcorporate financefinancial theorytrade settlementcash flow testingasset/liability matching
Soft Skills
communicationproblem-solvinganalytical skillsmultitaskingindependenceorganizational skillsaccuracyattention to detail
Certifications
Bachelor's degreeAdvanced degreeChartered Financial Analyst (CFA)