Senior Investment Analyst

1 day ago


McKinney, Texas, United States Globe Life Inc. Full time
About the Role

Globe Life Inc. is seeking a highly skilled Senior Investment Analyst to join our team. As a key member of our investment team, you will be responsible for researching and monitoring alternative investment strategies and external managers to assist in the management of over $20 billion in invested assets.

Key Responsibilities
  • Research and evaluate 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.
  • Analyze and recommend preferred ways to implement investment strategies, including investing in funds or limited partnerships, utilizing separately managed accounts, and investing in public or private structures.
  • 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, and 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, and 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.
Requirements
  • 5-10 years of experience in 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 mindset, 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.
About Globe Life Inc.

Globe Life Inc. is a company that values its employees and invests in their growth. We offer a comprehensive benefits package, including competitive compensation, comprehensive health insurance, robust life insurance benefits, and retirement plans. We also provide wellness club reimbursements, gym discounts, paid holidays, and time off to support a healthy work-life balance. Our company is committed to empowering its employees with the support and opportunities they need to succeed at every stage of their career.



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