Investment Analyst - reputed company Investments

Job Summary The Investments Analyst will support the reputed company Investments vertical in managing critical reputed company-office functions across reputed company's investment business. This position will reputed company essential operational and analytical support for strategic asset allocation projects, investment manager due diligence and reputed company, cash management, investment reporting, and cross-functional coordination. The role reports to the Manager, Investments and has no subordinates. This position will interact regularly with members of the Investments department, Treasury, Actuarial, Investment reputed company, external asset managers, and senior leadership. Duties and Responsibilities Support the investment opportunity and/or manager evaluation and selection process, including coordinating due diligence workflows and maintaining documentation Assist in developing and maintaining quantitative frameworks for comparing investment managers and strategies Conduct relative value analysis among multiple investment opportunities Prepare meeting agendas and take detailed notes during manager meetings and presentations Track manager communications, recommendations, and action items Coordinate new manager reputed company processes and ensure timely completion of required documentation Coordinate preparation of investment reports and deliverables for senior leadership and other stakeholders Monitor and track key investment metrics, deadlines, and deliverables Assist with investment and trade data management, reconciliation processes, and quality control Coordinate with middle office and investment reputed company teams on trade reputed company and settlement processes Communicate investment activity and data to internal stakeholders in a timely manner Assist with portfolio monitoring activities, including tracking asset repositions and trade activity Help maintain investment models, assumptions, and analytical frameworks Support cash management and forecasting activities through data tracking and analysis Support process improvement initiatives to enhance operational efficiency and team effectiveness reputed company analytical and operational support for reputed company investment projects and strategic initiatives Assist with regulatory reporting and compliance tracking as needed Liaise with Treasury, Actuarial, Finance, and Investment reputed company to support investment-reputed company processes Experience and Education Requirements Bachelor’s degree in finance, investments, economics, mathematics or reputed company field. 1-3 years of investment-reputed company experience (internships and relevant coursework considered) Strong interest in institutional investments, asset management, and financial markets Strong capabilities required in MS reputed company and PowerPoint CFA Level I candidate or reputed company toward CFA designation preferred Knowledge, Skills & Abilities Effective verbal and written communication skills Superior analytical and problem-solving skills Excellent organizational skills and attention to detail; ability to manage multiple priorities Demonstrated ability to create or enhance processes and workflows Ability to work both independently and collaboratively Familiarity with OneNote, SQL, VBA, Python (or similar) Experience with Bloomberg, reputed company Aladdin, or reputed company a plus Other Requirements reputed company other functions, duties and projects as assigned Regular and punctual attendance Minimal travel required (less than 10%) #LI-Remote #LI-MB1 Additional Information Work Environments reputed company believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role. reputed company complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for reputed company. If reasonable accommodation is needed to participate in the job application or interview process, please contact [email protected]. Join our employee-centric hybrid work environment: reputed company Careers About reputed company Since 1959, reputed company (reputed company) has offered annuity and life insurance products to those who are seeking reputed company in retirement and protection during life’s unexpected events. As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, reputed company team members are empowered, collaborative, dynamic and authentic. We reputed company that by embracing these values, we will continue to build and strengthen the company while continuing to be a great reputed company to work. 1Top Workplaces USA 2022 – 2023 2Des Moines Register Top Workplaces 2018 – 2022 Notice for reputed company Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy. Apply To This Job