Investment Analyst

4 weeks ago

Tampa, United States Sagicor Life Insurance Company USA Full time

A great opportunity with a growing company to join the Investment Department in the management of the company’s investment portfolios. Our investment assets have doubled the past two years. We have plans for similar growth over the next few years. Sagicor is looking for a talented analyst to join our expanding department, learn the insurance investment management business and contribute to the management of our investment assets.

The Investment Analyst will be responsible for the maintenance and reporting of investment data used to make portfolio and business decisions. Support the department members with daily cash management, trading assistance, investment reporting and other project assignments. Respond to the varying internal and external investment reporting needs.


Duties/Responsibilities


  • Combine and maintain analytics from various sources (investment accounting, CMS Bond Edge, Bloomberg) into monthly and quarterly database from which all portfolio management, board and investment reporting is derived.
  • Build and maintain investment portfolio reports used in the company investment process.
  • Run bond modeling systems.
  • Support and work with the Investment department members in the management of the company’s investment portfolios.


We offer excellent benefits, a great work environment and competitive compensation.

Education and Experience Required


  • Bachelor’s degree in finance, economics or accounting. Strong academic credentials and achievement.
  • Interested in pursuing the CFA designation. Progress toward or attainment of the CFA is a plus.
  • Experience in the development and construction of formula driven spreadsheets.
  • Strong oral and written communication skills.
  • Prior experience in investments, especially fixed-income, is helpful.
  • Must have ability to prioritize multiple responsibilities and meet deadlines. Desire to grow professional skill set. Person should have strong attention to detail and be pro-active.


Sagicor Life Insurance Company is an Equal Opportunity Employer. All qualified applicants will be considered for employment regardless of race, color, age, national origin, religion, sex, gender identity or expression (including transgender status), military or veteran status, physical or mental disability, sexual orientation, genetic information, pregnancy, childbirth or related medical conditions, or any other status protected under applicable federal, state, or local law.

  • Investment Analyst

    2 weeks ago

    Tampa, United States Sagicor Life Insurance Full time

    A great opportunity with a growing company to join the Investment Department in the management of the companys investment portfolios. Our investment assets have doubled the past two years. We have plans for similar growth over the next few years. Sagicor is looking for a talented analyst to join our expanding department, learn the insurance investment...

  • Investment Analyst

    4 weeks ago

    Tampa, United States Sagicor Life Insurance Company USA Full time

    A great opportunity with a growing company to join the Investment Department in the management of the company’s investment portfolios. Our investment assets have doubled the past two years. We have plans for similar growth over the next few years. Sagicor is looking for a talented analyst to join our expanding department, learn the insurance investment...

  • Investment Analyst

    3 days ago

    Tampa, United States Sagicor Life Insurance Company Full time

    The Investment Analyst will be responsible for the maintenance and reporting of investment data used to make portfolio and business decisions. Support the department members with daily cash management, trading assistance, investment reporting and other project assignments. Respond to the varying internal and external investment reporting needs. Duties /...

  • Investment Analyst

    4 days ago

    Tampa, Florida, United States Sagicor Life Insurance Company Full time

    The Investment Analyst will be responsible for the maintenance and reporting of investment data used to make portfolio and business decisions. Support the department members with daily cash management, trading assistance, investment reporting and other project assignments. Respond to the varying internal and external investment reporting needs.Duties /...

  • Investment Analyst

    1 week ago

    Tampa, United States Sagicor Life Insurance Full time

    **Position Purpose** The Investment Analyst will be responsible for the maintenance and reporting of investment data used to make portfolio and business decisions. Support the department members with daily cash management, trading assistance, investment reporting and other project assignments. Respond to the varying internal and external investment...

  • Investment Banking Analyst

    1 week ago

    Tampa, United States Colonnade Advisors LLC Full time

    Colonnade Advisors LLC: Founded in 1999, we are a boutique investment banking firm that focuses on mergers and acquisitions. We specialize in the financial services and business services sectors. Our deals range in size from $30 - $500 million. Over the years we have embraced the virtues of boutique investment banking Focus on the clients needs above all...

  • Investment Banking Senior Analyst

    7 days ago

    Tampa, United States Selby Jennings Full time

    Title: Investment Banking Senior AnalystCompany Summary: We are currently partnered with a Middle Market Investment Bank that provides financial strategy, consulting, and M&A services to mid-market private shareholders. They are looking to add a Senior Analyst to their team here in the Tampa, FL area. This opportunity provides extensive resources to assist...

  • Investment Banking Senior Analyst

    1 week ago

    Tampa, United States Selby Jennings Full time

    Title: Investment Banking Senior AnalystCompany Summary: We are currently partnered with a Middle Market Investment Bank that provides financial strategy, consulting, and M&A services to mid-market private shareholders. They are looking to add a Senior Analyst to their team here in the Tampa, FL area. This opportunity provides extensive resources to assist...

  • Investment Banking Senior Analyst

    6 days ago

    Tampa, United States Selby Jennings Full time

    Title: Investment Banking Senior AnalystCompany Summary: We are currently working with a busy Middle Market investment bank out of Tampa, Florida that is growing and looking to add to their active deal team. This opportunity will allow you to join an execution driven team, work directly with senior leadership, and work with one of the most successful teams...

  • Investment Banking Senior Analyst

    7 days ago

    Tampa, United States Selby Jennings Full time

    Title: Investment Banking Senior AnalystCompany Summary: We are currently working with a busy Middle Market investment bank out of Tampa, Florida that is growing and looking to add to their active deal team. This opportunity will allow you to join an execution driven team, work directly with senior leadership, and work with one of the most successful teams...

  • Analyst, Investment Operations

    2 weeks ago

    Tampa, United States Prudential Full time

    Job Classification: Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an...

  • Investment Analyst

    4 days ago

    Tampa, United States Ram Realty Advisors LLC Full time

    Description: Ram Realty Advisors, LLC (Ram) is a registered investment advisor that invests on behalf of a series of private equity funds and partnerships with co-mingled funds from institutions, plan sponsors and high net worth individuals. Through these funds and partnerships Ram acquires, develops, manages and finances retail and multifamily properties...

  • Investment Banking Analyst

    3 weeks ago

    Tampa, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Summary: We are seeking a highly motivated and detail-oriented individual to join our team as an Investment Banking Analyst specializing in the Agriculture sector. As an entry-level analyst, you will work closely with senior team members to support the execution of financial transactions, conduct industry research, and...

  • Investment Banking Analyst

    3 weeks ago

    Tampa, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Summary: We are seeking a highly motivated and detail-oriented individual to join our team as an Investment Banking Analyst specializing in the Agriculture sector. As an entry-level analyst, you will work closely with senior team members to support the execution of financial transactions, conduct industry research, and...

  • PGIM-Analyst, Investment Operations

    4 weeks ago

    Tampa, Florida, United States Prudential Ins Co of America Full time

    Job Classification: Investment Management - Investment Operations Our Vision A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in...

  • PGIM-Analyst, Investment Operations

    4 weeks ago

    Tampa, Florida, United States Prudential Ins Co of America Full time

    Job Classification: Investment Management - Investment Operations Our Vision A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in...

  • SVP of Healthcare Investment Banking

    2 months ago

    Tampa, Florida, United States Selby Jennings Full time

    Title: Investment Banking Senior Vice President Company Summary: We are currently partnered with a MM Investment Bank looking to add an Investment Banking Senior Vice President to their Healthcare team. This Investment Banking Senior Vice President will have the opportunity to join a team that is on track to have another record year here in Tampa, acting as...

  • SVP of Healthcare Investment Banking

    4 weeks ago

    Tampa, Florida, United States Selby Jennings Full time

    Title: Investment Banking Senior Vice President Company Summary: We are currently partnered with a MM Investment Bank looking to add an Investment Banking Senior Vice President to their Healthcare team. This Investment Banking Senior Vice President will have the opportunity to join a team that is on track to have another record year here in Tampa, acting as...

  • Investment Banking Outreach Analyst

    3 weeks ago

    Tampa, United States Benchmark International Compan Full time

    Benchmark International is now looking for business professionals to fill entry-level roles on its sell-side mergers and acquisitions teams. Our analysts begin learning negotiation skills, valuation metrics, and the entire M&A process from their first day on the job. They engage clients and potential acquirers on a daily basis; generating buyer interest in...

  • Financial Analyst

    6 days ago

    Tampa, United States AGW Capital Advisors Full time

    A financially strong, fast growing, independent investment consulting firm with a collegial and entrepreneurial culture is seeking an analyst. The analyst will be relied upon to assist the team in all aspects of AGW Capital Advisors developing and serving the firms clients. Interested parties should send their resume, salary history, and a cover letter that...