Fixed Income Investment Associate

Westfield Insurance

Investment Associate Analyst assisting in fixed income and investment analysis for Westfield. Gathering data and preparing financial models under supervision.

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

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical capabilities in financial modeling, investment analysis, and portfolio management, with a focus on data accuracy and reporting. Proficient in supporting due diligence and trade activities while effectively communicating findings to stakeholders.

Highest-signal resume keywords

Financial ModelingInvestment AnalysisPortfolio ManagementData AnalysisDue Diligence Support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Quantitative AnalysisQualitative AnalysisCredit AnalysisSecurities AnalysisPerformance AnalysisRisk AnalysisValuation TechniquesPortfolio AttributionIncome Variance AnalysisMarket Monitoring

Soft Skills

CommunicationTeam CollaborationAttention to DetailProblem SolvingOrganizational Skills

Tools & Technologies

Analytical ToolsFinancial ReportsPortfolio ReportsWatch ListsDocumentation Systems

Industry Keywords

InvestmentFinanceEconomicsAsset ManagementRegulatory Developments

About the role

Key responsibilities & impact

Assists with assigned portfolio activities by gathering economic, sector, sub-asset class, security, fund, and manager information and organizing findings for review by investment team members.
Prepares basic analysis to support investment review activities, including issuer, credit, equity, alternative investment, performance, risk, liquidity, and valuation information using established methods.
Monitors assigned market activity, portfolio holdings, cash positions, issuer news, credit spreads, regulatory developments, and economic conditions; escalates notable observations to investment team members.
Updates and maintains existing financial models, portfolio reports, watch lists, and analytical tools to support understanding of business drivers, security performance, valuation, and risk-return considerations.
Supports portfolio construction, sub-asset class analysis, attribution, income variance analysis, and annual planning activities by compiling accurate data and preparing routine reporting materials.
Assists with approved trade support activities by preparing order information, coordinating required documentation, and tracking execution details under direction and established requirements.
Supports due diligence activities for new and existing investments, fund managers, brokers, third-party advisors, and technology providers by gathering information, completing initial analysis, and documenting findings for review.
Drafts written summaries, monthly results, sector review materials, ad hoc reports, and presentation support materials for review by investment team members and use with internal and external stakeholders.
Identifies routine opportunities to improve assigned documentation, data quality, and reporting steps and supports approved updates within defined scope.
Participates in team strategy discussions, stakeholder calls, and assigned projects by providing data, documentation, and analysis support within defined scope.
Travels occasionally to support training, industry events, investment or economic research, special assignments, and meetings between office locations.

Requirements

What you’ll need

Bachelor's degree in Finance, Economics, Accounting, Engineering, Actuarial Science, Mathematics, Business, or a related field, or equivalent training or work experience.
0-2 years of experience applying quantitative, qualitative, financial, investment, credit, securities, portfolio, or research concepts to data, coursework, internships, or related work.

Benefits

Comp & perks

This role is not eligible for visa sponsorship.
Hybrid - defined as working three or more days per week in the office
Chartered Financial Analyst (CFA)