Rating Agency Financial Analyst
4 days ago
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
Job Summary:
As a Rating Agency Financial Analyst, you will be a member of the Treasurer's team. The position will be responsible for the creation and management of various reporting presentations and interface with the teams within the business areas including, but not limited to investment accounting, financial planning and analysis, actuarial, sales, marketing, and product development. Your key responsibilities include designing updated slides for the annual rating agency review meetings, compiling presentations for ad hoc requests, and coordinating content and efforts with subject matter experts across the organization. Concise writing and communication skills are particularly important. Potential development opportunities to streamline the process and bring all entities who are rated by an NRSRO (National Recognized Statistical Ratings Organization) into a standardized process encompassing the Group 1001 family of companies. This is a hybrid position based in the greater Indianapolis (Zionsville) area.
Main Accountabilities:
- Designing updated content for the annual rating agency reviews
- Constructing ad hoc presentations for various requests within the company
- Organizing people and deliverables for larger projects including the collection, compilation and synthesis of collected data and deliverables
- Manage the rating agency team calendar and playbook
- Continuous improvement and streamlining of the process across the Group 1001 family of companies
- Bachelor's degree
- 3+ years' experience, Financial Services sector preferred, solid understanding of financial concepts
- Advanced working knowledge of computer applications including MS PowerPoint, OneNote, Word, Excel, and Outlook
- Creative mindset on how to visually present complex information in a clear, simple way
- Strong presentation skills
- Ability to multi-task and execute under pressure and tight deadlines
- Excellent written and verbal communication skills
- Ability to manage across all levels, including leading without direct authority to drive timelines
- Willingness to learn
- Highly organized, detail oriented and results driven
- Intellectually curious, forward-thinking, ability to question the status quo
Benefits Highlights:
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability, and to enroll in the Company's Employee Assistance Program and other wellness initiatives. Employees may also participate in the Company's 401K plan, with matching contributions by the Company.
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