AI-Driven Securities Analyst—Credit & Markets

Kansas City Life Insurance Company

Kansas City (MO)

On-site

USD 85,000 - 130,000

Full time

14 days+
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Qualifications

  • BS/BA in Finance, Data Science, or related field (MBA or MS in Finance/ Analytics preferred)
  • CFA Designation (or active progress toward it) required
  • At least 3 years of experience in investment or related field preferred
  • Experience building AI-enhanced workflows to automate research, data extraction, or financial analysis
  • Proficiency in prompt engineering and AI-assisted research tools to generate accurate, auditable outputs using LLMs, Bloomberg, and Excel.

Responsibilities

  • Perform capital markets research for identifying broad credit and economic trends.
  • Apply detailed financial analyses to measure credit risk of existing positions at both issuer and portfolio level.
  • Leverage AI-powered tools, including large language models, to accelerate credit research, automate routine analytical tasks, and generate comprehensive issuer and sector summaries.
  • Conduct macro, sector, and issuer level research using traditional and AI augmented analytical tools to identify credit trends, emerging risks, and relative value opportunities across fixed income markets
  • Contribute to quality investment purchases through proactive research and evaluation of credit quality of prospective companies.
  • Assist in maximizing portfolio returns and mitigating risks.
  • Monitor and evaluate rating agency upgrades, downgrades and outlook changes.
  • Develop and maintain good working relationships with investment brokers, analysts and rating agencies.
  • Make buy/sell recommendations based on sound analysis of all relevant factors.
  • Assist accounting and senior management personnel in the evaluation of credit and investment matters

Skills

AI prompt engineering
AI-assisted research

Education

CFA designation (or active progress toward it)
BS/BA in Finance, Data Science, or related field

Tools

Bloomberg
Excel

Job description

  • BS/BA in Finance, Data Science, or related field (MBA or MS in Finance/ Analytics preferred)
  • CFA Designation (or active progress toward it) required
  • At least 3 years of experience in investment or related field preferred
  • Experience building AI-enhanced workflows to automate research, data extraction, or financial analysis
  • Proficiency in prompt engineering and AI-assisted research tools to generate accurate, auditable outputs using LLMs, Bloomberg, and Excel.

DUTIES/RESPONSIBILITIES:

  • Perform capital markets research for the purpose of identifying broad credit and economic trends.
  • Apply detailed financial analyses to measure credit risk of existing positions at both the issuer and portfolio level.
  • Leverage Al-powered tools, including large language models, to accelerate credit research, automate routine analytical tasks, and generate comprehensive issuer and sector summaries.
  • Conduct macro, sector, and issuer level research using both traditional and AI augmented analytical tools to identify credit trends, emerging risks, and relative value opportunities across fixed income markets
  • Contribute to quality investment purchases through proactive research and evaluation of credit quality of prospective companies.
  • Assist in maximizing portfolio returns and mitigating risks.
  • Monitor and evaluate rating agency upgrades, downgrades and outlook changes.
  • Develop and maintain good working relationships with investment brokers, analysts and rating agencies.
  • Make buy/sell recommendations based on a sound analysis of all relevant factors.
  • Assist accounting and senior management personnel in the evaluation of credit and investment matters

Kansas City Life Insurance Company is committed to equal employment opportunities for all individuals regardless of race, religion, color, sex, age, national origin, disability, or genetic information.

Regular and reliable attendance and punctuality is an essential function of this position.

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