Investment Associate

4 days ago

Richardson, Texas, United States State Farm Full time
Investment Associate Job Description

We are seeking a highly skilled Investment Associate to join our team at State Farm. As an Investment Associate, you will play a key role in supporting the development and maintenance of our investment infrastructure, including the modeling and forecasting of Capital Market Assumptions (CMAs) and the development of the Strategic Asset Allocation (SAA) for State Farm Advisory Model Portfolios.

Key Responsibilities:
  • Contribute to the modeling and forecasting of CMAs, including literature review of current academic and practitioner whitepapers.
  • Assist in the development and maintenance of the SAA for State Farm Advisory Model Portfolios, including research on portfolio optimization, Monte Carlo simulation, factor modeling, return/risk attribution, and current market conditions.
  • Participate in the Manager Research and Selection (MR&S) process for Exchange-Traded Funds and Mutual Fund Investment vehicles.
  • Support the ongoing Portfolio Management functions by using State Farm's investment models, systems, and software.
  • Lead in the generation and maintenance of SFIM investment reports, data sets, performance reporting, and broader analytical infrastructure.
  • Assist the formation and execution of model portfolio trading and rebalancing rules across State Farm's suite of models/accounts and provide on-going oversight of the process.
  • Collaborate with team members and internal IPS departments to execute SFIM & IPS publications and collaterals on a periodic and ad hoc basis.
  • Provide general support to team members on various projects.
Qualifications:
  • Bachelor's degree or higher, with a completed Bachelor's degree preferred.
  • 3+ years of experience in asset management and/or wealth management, focusing on asset allocation, portfolio management, or research.
  • 3+ years of direct experience in multi-asset portfolio management, asset allocation, and/or quantitative investment research.
  • Excellent analytical skills, with the ability to comprehend broader market trends.
  • Detailed knowledge of securities, such as stocks, bonds, mutual funds, ETFs, SMAs, alternative investments, and options strategies.
  • Solid understanding of the investment advisory business, including different advisory program types.
  • Superior communication and interpersonal skills, and an enthusiasm to collaborate and learn alongside an experienced investment team.
  • Self-motivated individual who takes ownership of initiatives and thrives in a dynamic team environment.
  • FINRA Series 7 and 66 required, or willingness to obtain the registrations shortly after hire.

Preferred Qualifications:

  • Master's degree in finance, economics, mathematics, financial engineering, or a related quantitative field is preferred.
  • Progress towards or completion of the CFA charter or a comparable designation.
  • 3+ years of direct experience with third-party investment and risk management systems/tools.
  • 3+ years of experience in investment strategy/manager due diligence, open architecture, and oversight of traditional and alternative investment strategies.
  • Programming skills desirable: Python, R, Matlab, C++, etc. Proven ability to develop complex data models in Excel preferred.

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