Sr Investment Analyst

1 month ago

McKinney TX United States Globe Life Inc. Full time

Sr Investment Analyst (Hybrid)

Primary Duties & Responsibilities

At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment.

We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.

Role Overview:

Could you be our next Senior Investment Analyst? Globe Life is looking for a Senior Investment Analyst to join the team

The Senior Investment Analyst will assist in the management of over $20 billion in invested assets by researching and monitoring alternative investment strategies and external managers.  This position will be an essential member of a team working directly with senior management. The company seeks an individual with strong financial skills, an entrepreneurial mindset, high proficiency in financial analysis, and a passion for investing. The successful candidate will display integrity, work independently, and offer creative solutions to challenges while working in a team atmosphere.

This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).

 

What You Will Do:

  • Research and monitor new and existing alternative investment strategies, with a focus on income generating strategies such as private credit, commercial real estate debt, direct lending, middle market lending, and asset backed finance. 
  • Strategies may also include investments in private equity, real estate, infrastructure equity, etc.
  • Analyze and recommend preferred ways to implement investment strategies such as investing in funds or limited partnerships, utilizing separately managed accounts, investing in public or private structures, etc.
  • Research, evaluate, monitor and select managers to implement alternative investment strategies.
  • Perform thorough due diligence on alternative investments and external managers.
  • Evaluate investment by researching and understanding the risk and return drivers of underlying assets.
  • Analyze track record and performance relative to benchmarks, drivers of risk return, return attributions, alignment of interest, incentives and risk appetite.
  • Negotiate terms, structures, fees, in external management agreements to create and ensure aligned interest and to generate the desired risk and return objectives from investments.
  • Create investment memos and pitchbooks to support recommendations to senior management.
  • Research, develop analysis, and create reporting to provide updates on alternative investment strategies, private and public markets, performance of existing managers, pipeline of potential new strategies and managers.
  • Develop and maintain relationships with external managers creating strategic partnerships and strong alignment of interest.
  • Analyze impact from alternative investment strategies on portfolio risk and returns.
  • Understand objectives and constraints for insurance asset management, including statutory and GAAP accounting, regulation, asset liability management and risk-based capital requirements and apply to investment selection. 
  • Collaborate with accounting, legal, compliance, finance, actuarial to implement new investment strategies and monitor impacts on overall company objectives.
  • Contribute to annual asset allocation studies and implementation of the strategic asset allocation.

What You Can Bring:

  • 5-10 years of experience of relevant work experience with alternative investment strategies and/or insurance asset management required, 10+ years are preferred.
  • CFA/FRM/CAIA certifications, a plus.
  • Bachelor’s degree in Finance or quantitative field; an MBA, a plus.
  • Self-motivated, entrepreneurial mindsight and must be able to work independently.
  • Strong knowledge of financial markets, with a focus on private markets and alternatives.
  • Strong analytical and financial modeling skills to build risk return analysis and financial projections.
  • Excellent verbal, written and presentation skills required.                                                                              
  • Demonstrated ability to work in a team environment.                     
  • Passion for learning and a strong desire to research investment strategies.

How Globe Life Will Support You:

Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don’t just work, but thrive at Globe Life:

  • Competitive compensation designed to reflect your expertise and contribution.
  • Comprehensive health, dental, and vision insurance plans because we believe that taking care of your well-being is fundamental to your performance.
  • Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
  • Wellness club reimbursements and gym discounts to help you stay on top of your health.
  • Paid holidays and time off to support a healthy work-life balance.
  • Parental leave to help our employees welcome their new additions.
  • Development training programs to enhance your skills and career progression and unlock your full potential.

Opportunity awaits Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.

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