Fixed Income Investment Analyst

Westfield Insurance

Investment Analyst providing analytical support on fixed income, equity, or alternative portfolios for Westfield. Collaborating with the Senior Portfolio Manager in ongoing monitoring and execution of investment strategies.

Posted 7/30/2026full-timeWestfield Center • Ohio • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in portfolio management, including fixed income, equity, and alternatives, with a strong focus on quantitative and qualitative analysis. Proficient in employing valuation methodologies and building financial models to assess investment opportunities and risks.

Highest-signal resume keywords

Portfolio ManagementQuantitative AnalysisValuation MethodologiesFinancial ModelingChartered Financial Analyst (CFA)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Quantitative AnalysisQualitative AnalysisValuation MethodologiesFinancial ModelingRisk-Return AssessmentInvestment Process ImprovementMarket MonitoringSub-Asset Class AllocationCash Flow ProjectionEconomic Driver Analysis

Certifications & Qualifications

Chartered Financial Analyst (CFA)

Industry Keywords

Fixed IncomeEquityAlternativesInvestment ManagementSecuritiesPortfolio AnalysisFinancial DataMarket ActivityBusiness ContinuityEconomic Analysis

About the role

Key responsibilities & impact

Provides direct support to assigned Senior Portfolio Manager on fixed income, equity, or alternatives portfolios.
Works to define the optimal sub-asset class allocation for each portfolio.
Participates in team strategy discussions and presents analysis on assigned sub-asset classes.
Monitors market activity throughout the day to ensure successful management of portfolios.
Improves existing investment processes and documents them for business continuity.
Derives future expected value of securities and their risk-return profile under normal and adverse scenarios.
Employs multiple valuation methodologies to assess company performance.
Builds and maintains industry and company-specific models for economic drivers understanding.
Monitors projected cash and determines timing of purchases.

Requirements

What you’ll need

2+ years of experience applying quantitative and qualitative analytical skills to financial, investment, credit, securities, portfolio, or research data.
Bachelor’s degree in Finance, Economics, Accounting, Engineering, Actuarial Science, Mathematics, Business, or a related field, or equivalent work experience.
Chartered Financial Analyst (CFA)

Benefits

Comp & perks

This role is not eligible for visa sponsorship.