Sr. Investment Analyst- Sammons Financial Group Asset Management

3 months ago

West Des Moines, United States Sammons Financial Group Full time

Overview:

Responsible for contributing to the oversight and management of outsourced investment mandates by performing quantitative and qualitative analysis and research for assigned Core fixed income asset classes. Help lead the development of portfolio analytics, quarterly surveillance packages, and quantitative surveillance tools. Manage third-party asset managers for assigned asset classes, including frequent, proactive dialogue with managers and analysis of key credit exposures and risks. Utilize deep and thorough understanding of fixed income markets and fundamental corporate credit analysis, as well as excellent collaboration and communication between internal and external stakeholders to achieve work outcomes.

This role will be subject to an SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well other oversight and restrictions.

Responsibilities:

Contribute to the oversight and management of outsourced investment mandates by performing quantitative and qualitative assessments, research, and analysis for assigned Core fixed income asset classes.
Collaborate with the Sammons Financial Group Asset Management (SFGAM) portfolio management and reporting teams to help lead the development of portfolio analytics, quarterly surveillance packages, and quantitative surveillance tools.
Manage the oversight of third-party asset managers for assigned asset classes, including frequent, proactive communication with managers, assessment of manager capabilities, expertise, and performance, and assessment of portfolio positioning and credit risk exposures.
Responsible for frequent, proactive communication with SFGAM leadership team and creation of quarterly surveillance packages for assigned asset classes, providing high transparency and oversight of portfolio positioning, exposures and risks by sector, credit and downgrade risks, and top issuer exposures.
Provide regular assessment of credit risk exposure, including concentrations in risky assets, exposure to assets at risk of downgrade or default, and on industry exposures that are subject to severe stress.
Retain a deep and thorough understanding of including key factors that can impact the value of SFGAMs investments, including, but not limited to, nationally recognized statistical rating organization (NRSRO)/National Association of Insurance Commissioners (NAIC) rating methodology, regulatory impacts, capital requirements, and drivers of industry/sector/issuer fundamentals throughout the credit cycle.
Develop and maintain strong working relationships with internal investment team members, external key stakeholders, and team members throughout Sammons Financial Group Companies.
Develop and strive to continually improve investment processes and oversight of the portfolio and third-party asset managers.
Support the development of others within the Corporate Investments team.

Qualifications:
  • Bachelor's Degree in Finance or related field Preferred
  • Master's Degree and/or Chartered Financial Analyst (CFA) designation or pursuit of CFA designation Preferred
  • Minimum 5 years' related financial markets experience Preferred
  • Deep and thorough understanding of fixed income markets and corporate credit analysis
  • Strong quantitative and qualitative analytical skills and the ability to take data from several sources and organize, validate, and analyze data
  • Intellectually curious nature and positive attitude towards learning new or complex topics
  • Excellent ability to work in a collaborative team environment within and outside of SFGAM
  • Strong ability to manage third-party asset managers, including ability to effectively assess third-party managers
  • Strong ability to ask questions and show engagement in meetings within and outside of SFGAM
  • Excellent oral and written communication skills
  • Excellent attention to detail, self-initiative, and team player
  • Strong PC proficiency with excellent Excel, PowerPoint, and Aladdin skills
  • Ability to mentor and develop others on the team
  • CFA or pursuit of CFA designation Preferred
  • Up to 10% travel required


Suitability Requirements:
Criminal background check required.
This role will be subject to a SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions.

Company Information:
Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
Colleagues who support one another, model our core values, and drive our healthy, high-performing culture.

Work Authorization/Sponsorship:
At this time, were not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

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