Analyst - Investment Solutions

Security Benefit; New York (NY); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Security Benefit is seeking an Analyst for its Investment Solutions team in New York. This role entails conducting financial analysis, supporting investment origination, and managing portfolios in a hybrid work environment. Candidates should possess a Bachelor's degree in Finance or Economics and have strong analytical skills. A competitive salary and comprehensive benefits package await the right candidate.

Benefits

Paid parental leave eligible after one year of service

401k with company match

Profit Sharing & Savings Plan

Short-term and long-term disability insurance

Flexible spending account

Life insurance

Educational Assistance

33 days of paid time off

Annual incentive bonus

Career growth opportunities

Qualifications

• Typically has 0-3 years of experience in an Investment role.
• Understanding of financial markets and risk tolerance interactions.
• Strong programming skills are a plus.

Responsibilities

• Conduct financial analysis and due diligence on investments.
• Assist in the origination and structuring of private, secured investments.
• Manage and report on the investment portfolio.

Skills

Analytical skills

Financial analysis skills

Quantitative skills

Communication skills

Relationship management

Education

Bachelor's degree in Finance, Economics, or related fields

Progress toward CFA and/or MBA preferred

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

General Motors Building, 767 5th Ave, New York, NY 10153, USA

Job Description

Posted Wednesday, June 4, 2025 at 6:00 AM

Security Benefit is searching for an Analyst, Investment Solutions with proven experience to join our team. This position will work in our New York office. SB associates are working in a hybrid environment with both remote and on-site work.

Who Are We?

Through a combination of product innovation, exceptional investment management, and a unique distribution strategy, Security Benefit has become a leader in the U.S. retirement industry. For more than five decades, we’ve focused our expertise solely on this market, providing a broad suite of annuities and mutual fund programs to help customers from coast to coast align their assets with their aspirations.

What Does the Job Look Like?

This is a unique opportunity to join a small and growing investment team with $50 billion in assets under management. Security Benefit is a leader in the U.S. retirement market whose investment portfolio has consistently delivered industry leading returns through a rigorous and differentiated investment strategy. You will be focused on creating financing solutions for different types of investments to optimize risk/capital/return. The Analyst’s responsibilities will include, among other things:

• Financial Analysis and Investment Due Diligence: Responsible for conducting financial analysis and overall due diligence on existing and new potential investments to understand business performance, operating trends, operating and financial forecasts, industry dynamics and assessing the overall risk of an investment. This includes preparing financial models, investment memoranda, and other necessary business analyses.
• Investment Origination and Structuring: Assist the origination and structuring of private, secured investments using securitization finance technology to achieve desired risk/capital/return characteristics of fixed income investment. Proactively optimize existing investments to be compliant with all rules and regulations while optimizing risk/capital/return.
• Portfolio Management: Assist the management of Security Benefit’s investment portfolio which includes trading, pricing, audit/finance/investment operation requests, legal documentation and regulatory matters.
• Reporting: Responsible for ad hoc and periodic reporting on portfolios of assets and specific investments, providing insightful analyses to inform decision-making and strategy.
• Relationship Management: Form and maintain business relationships by interfacing with borrowers and other counterparties.

Who Are You?

• Bachelor's degree required, preferably in Finance, Economics, or related fields
• Progress toward CFA, and/or MBA preferred (support to be provided)
• Typically has 0-3 years of experience in an Investment role
• General understanding of the interaction between risk tolerance, investment parameters and the numerous constraints faced by insurance firms including capital, tax and other accounting related factors
• Ideal candidate will be well organized, independent, entrepreneurial, assertive, self-motivated, detail oriented and able to work in a fast-paced environment on multiple projects
• Ideal candidate will be intellectually curious, possessing a strong desire to understand complex transactions and situations in a dynamic environment
• Hard-working with a team-oriented approach
• Understanding of financial markets
• Strong quantitative, analytical, modeling and financial analysis skills. Programming skill is a plus.
• Strong written and verbal communication skills, including the ability to work well with people at all levels of the organization and develop/maintain external relationships
• Robust skills in Microsoft Excel and PowerPoint, with proficiency in other Microsoft Office applications

What Can Security Benefit Offer You?

Security Benefit offers a competitive salary and as a full-time employee you are eligible for our robust benefits package including:

• Employees are eligible for an annual incentive bonus designed to reward for performance.
• 33 days of paid time off for PTO, paid holidays, days of Significance, and a Volunteer Day
• The salary range for this job in most geographic locations in the US is $80,000 - $110,000.
• Candidates hired to work in other locations will be subject to the pay range associated with that location and will be reflected in the candidate’s offer letter.
• Paid parental leave eligible after one year of service
• 401k with company match
• Profit Sharing & Savings Plan
• Short-term and long-term disability insurance
• Flexible spending account
• Life insurance
• Educational Assistance
• Associate Assistance Programs
• Career growth and more!

Consider joining our progressive team in our nationally recognized company. Visit the career section of our website at www.securitybenefit.com/careers to apply and submit your resume. EOE

General Motors Building, 767 5th Ave, New York, NY 10153, USA