Investment Research Analyst

2 weeks ago

Cincinnati, OH, United States Great American Insurance Company Full time
Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow.

At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best.

American Money Management Corporation (AMMC) is one of Cincinnati's largest investment firms with over $20 billion in assets under management. We are the investment subsidiary of specialty property and casualty insurance company American Financial Group, Inc. (NYSE: AFG). Our team of 20+ professionals averages over 20 years' experience and applies a fundamental, value oriented approach in managing fixed income, equity and alternative assets. In addition to the general account assets of AFG, we manage approximately $4 billion in third-party pooled investment vehicles ("CLO Platform").

AMMC is seeking an Investment Research Analyst to join their team in Cincinnati, OH. The Investment Research Analyst will be an important contributor to the team's investment decision making process. The role involves analyzing companies within various industries that issue secured debt.

Responsibilities include reviewing financial statements and audits to assess financial health, monitoring market trends, and staying current on company performance to evaluate creditworthiness. This individual may work 4 days in the office and 1 day from home.

Essential Job Functions and Responsibilities
  • Conduct independent investment/credit analysis primarily on leveraged loans, as well as other investments
  • Monitor and assess macroeconomic trends, interest rate movements, and sector-specific developments to inform investment strategy
  • Build and maintain historical financial summaries and financial models to evaluate potential investment opportunities
  • Provide write-ups and recommendations to the investment committee
  • Collaborate with portfolio managers and traders to identify relative value opportunities and optimize portfolio construction
  • Work closely with senior analysts to research, analyze and monitor various companies and industries
Job Requirements
  • Bachelor's degree in Business, Finance, Economics, or a related field
  • Generally, 0-5 years of experience in fixed income research or credit analysis
  • Completion of or continuing progress toward a professional Chartered Financial Analyst (CFA) designation is a plus
  • Proficiency in Excel is required; Experience in Bloomberg is a plus
  • Has strong technical, written and communication skills, is highly articulate and is able to explain complex concepts clearly
  • Must have intellectual curiosity and a genuine interest in financial markets
  • Must have strong attention to detail and the ability to prioritize multiple tasks in a fast-paced environment
  • Is able to work both independently and as part of a team


Business Unit:
American Money Management

Benefits:

Compensation varies by role, position level, and location. Individual pay is influenced by skills, education, training, certifications, experience, and the role's scope and complexity, along with business needs.

We offer a competitive Total Rewards package, including medical, dental, and vision plans starting on day one, PTO, paid holidays, commuter benefits, an employee stock purchase plan, education reimbursement, paid parental leave/adoption assistance, and a 401(k) plan with company match. These benefits are available to eligible full-time and part-time employees.

Your recruiter can provide more details about our total rewards and specific compensation ranges during the hiring process.

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