Strategic Asset Portfolio Analyst
1 week ago
Ameritas is a leading insurance, financial services and employee benefits provider. Our purpose is to help people get more out of life.
We are seeking a Strategic Asset Portfolio Analyst to join our team in Cincinnati, OH or Lincoln, NE. This is a hybrid role working partially in-office and partially from home.
As a Strategic Asset Portfolio Analyst, you will assist the Product Portfolio strategist in optimizing our organization's product line asset strategies within the asset liability management process. You will analyze, execute and perform risk mitigation and portfolio optimization using key financial metrics.
You will also assist in stress testing and scenario analysis to assess the impact of changing market conditions on the organization's asset and liability positions.
The estimated salary for this position is $85,000 - $110,000 per year, depending on experience and qualifications.
Key Responsibilities- Assist in the development and execution of strategies to optimize the financial performance and competitiveness of the product lines.
- 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.
- Collaborate with the investment team and internal stakeholders to develop and implement effective strategies that align with organization's goals.
- Bachelor's degree or equivalent combination of education and experience.
- 1-3 years of relevant experience required.
- Experience with asset liability management or asset management is desired but not required.
- Progress towards CFA Charter desired. Must be willing to pursue CFA Charter in the future.
We offer a comprehensive benefits package including 401(k) retirement plan with company match, tuition reimbursement and assistance, incentive program bonuses, competitive pay, flexible hybrid work, thrive days, paid time off (PTO), health benefits, health savings account (HSA) with employer contribution, well-being programs with financial rewards, employee assistance program (EAP), professional development programs, leadership development programs, employee resource groups, strengthsfinder program, matching donations program, paid volunteer time, generous paid maternity leave and paternity leave, fertility, surrogacy, and adoption assistance, backup child, elder and pet care support.
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