Investment Associate

2 weeks ago


Tempe, Arizona, United States Talent Inc. Full time

Join the Insurance Virtual Hiring Event in Phoenix

Event Details

  • Date: June 25th, 2024
  • Time: 11am 1pm MST


Location: Virtual
  • Join from Anywhere
  • Event Link: Click Here

What to Expect

  • Exclusive opportunities: discover exciting career opportunities with
    State Farm, a Fortune 50 company that exists to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
  • OneonOne Meetings: connect directly with recruiters and hiring managers.
  • Free Account: use our resume builder and interview prep tool to leave a lasting impression

About the Job


Join the State Farm Investment Planning Services (IPS) team as an Investment Associate in the State Farm Investment Management unit (SFIM), reporting to its head.

You will support quantitative research and asset allocation analysis for advisory model portfolios, employing a data-focused approach to investment research, capital markets analysis, and portfolio management.

Your role involves contributing to the development of investment infrastructure, modeling and forecasting capital market assumptions, maintaining strategic asset allocation, conducting manager research, and supporting ongoing portfolio management functions.

You will also generate and maintain investment reports and support model portfolio trading and rebalancing. This position is based in the Dallas office, with some travel required.


Remote and hybrid work arrangements are possible depending on location. Applicants must have a bachelor's degree, 3+ years of relevant experience, strong analytical skills, knowledge of securities and the investment advisory business, and FINRA Series 7 and 66 registrations.

Preferred qualifications include a master's degree, progress towards a CFA charter, and programming skills. Competitive benefits and pay, professional development opportunities, and a collaborative work environment are offered.

How to Participate

  • Prepare your resume: submit it during registration for a free review
  • Mark your calendar you don't want to miss out on this event
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