Portfolio Strategy Analyst

1 month ago

Cincinnati, United States Ameritas Full time

Position Description:  
Assist the Product Portfolio strategist in optimizing our organization's product line asset strategies within the asset liability management process. This position will assist in the analysis, execution, and performance management of derivatives.  This exciting role will provide an opportunity to work cross functionally interacting with areas including actuarial, product development, finance/accounting, etc.     
 
Position Location:
This is a hybrid role working partially in-office (Cincinnati, OH or Lincoln, NE) and partially from home. 
 
What you do:

Assist in the development and execution of strategies to optimize the financial performance and competitiveness of the product lines. The role will support the portfolio strategist in the periodic development and communication of strategic asset allocation (SAA).
Monitor and analyze key financial metrics, then provide recommendations for risk mitigation and portfolio optimization.
Assist in stress testing and scenario analysis to assess the impact of changing market conditions on the organization's asset and liability positions.
Track investment activity to ensure product lines are kept in a funded status
Assist in the tactical asset allocation process
Collaborate with the investment team and internal stakeholders to develop and implement effective strategies that align with organization's goals.
Assist in the analysis and performance management of derivatives. Serve as a backup on execution.
Monitor market trends, economic indicators, and industry developments to identify potential investment opportunities and risks.
Participate in Portfolio Management Team meetings representing investments in the ALM process.
Prepare investment reports, presentations, and recommendations for senior management and stakeholders.

What you bring: 

Associate degree or equivalent combination of experience required.  Bachelor’s degree is preferred as this level of education will be needed to secure CFA Charter (see last bullet). 
0-2 years of relevant experience required. 
Experience with asset liability management or asset management is desired but not required.
Experience with (or study of) actuarial science is desired but not required.
Experience with fixed income investments is desired but not required.
Progress towards CFA Charter desired.  Must be willing to pursue CFA Charter in the future.  Please note, completion of CFA Charter does require a bachelor’s degree.  If bachelor’s degree is not held at the time of joining, it would be a required step for continued success in this role.

What we offer: 
A meaningful mission. Great benefits. A vibrant culture 
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
 
At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t: 
 
Ameritas Benefits
For your money: 

401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance 
Incentive Program Bonuses 
Competitive Pay 

For your time: 

Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO) 

For your health and well-being: 

Health Benefits: Medical, Dental, Vision 
Health Savings Account (HSA) with employer contribution
Well-being programs with financial rewards
Employee assistance program (EAP)

For your professional growth: 

Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program

      For your community:

Matching donations program
Paid volunteer time– 8 hours per month

For your family: 

Generous paid maternity leave and paternity leave
Fertility, surrogacy, and adoption assistance
Backup child, elder and pet care support

An Equal Opportunity Employer
 
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan.Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for all job postings is one way Ameritas shows our commitment to equitable compensation practices.

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