Assistant Investment Analyst

The Hartford; Hartford (CT); Hybrid; USD 57,000 - 95,000; Full time

Job summary

The Hartford's HIMCO seeks an Assistant Investment Analyst to join the Municipal Credit Research team, collaborating with senior staff to analyze and monitor municipal bond opportunities and credit quality.

The role blends fundamental research, financial modeling, and policy analysis, with a focus on AI-enabled workflows and data-driven insights to support portfolio decisions; the compensation range for this role is $80,062 to $94,938 annually.

Qualifications

• Undergraduate degree in Finance, Economics, Public Policy, Political Science, Government or related field.
• 0-2+ years in credit research, fixed income investing, public finance, government, or economic research.
• Demonstrated intellectual curiosity in investing, public policy, financial analysis, and economics, and the ability to synthesize information from across these disciplines.
• Understanding of financial statements, accounting concepts, and financial modeling.
• Strong quantitative and analytical skills with the ability to think critically and challenge conventional viewpoints.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office applications, particularly Excel, PowerPoint, and Word; experience with AI and workflow automation applications such as CoPilot, Visual Studio Code, and Power Automate a plus.
• Strong attention to detail, organizational skills, and ability to manage multiple priorities simultaneously.
• Self-starter who takes ownership of projects and pursues opportunities with limited direction.
• Team-oriented, values diverse perspectives, and contributes to an intellectually rigorous investment environment.
• Progress toward or willingness to pursue the CFA designation a plus.

Responsibilities

• Assist in the fundamental credit research process to evaluate investment opportunities and monitor existing municipal bond holdings.
• Analyze issuer financial statements, budgets, news alerts, economic trends, and political and public policy developments across a variety of municipal sectors.
• Build, maintain, and enhance financial models and analytical tools used to assess credit quality and relative value.
• Conduct independent research on emerging credit themes, market developments, and investment opportunities.
• Participate in issuer meetings, industry conferences, rating agency discussions, and investor calls.
• Assist in preparing investment recommendations, credit opinions, and presentations for portfolio managers and other key stakeholders.
• Identify opportunities to improve research processes, data management, analytical frameworks, and workflow efficiency, especially via AI and workflow automation.
• Collaborate with analysts across sectors and contribute to broader research initiatives within Public Credit Research Network with key stakeholders across the municipal bond market, including issuers, rating agency analysts, and sell side professionals.

Skills

Credit research

Financial modeling

Public policy

Quantitative analysis

Communication skills

Self-starter

CFA pursuit

Education

Undergraduate degree in Finance or Economics or Public Policy

Tools

Excel

PowerPoint

Word

CoPilot

Visual Studio Code

Power Automate

Job description

Assistant Investment Analyst - DFH801 We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future. Assistant Investment Analyst - Municipal Credit Research Position Summary

HIMCO (The Hartford Investment Management Company) is seeking an Assistant Investment Analyst to join the Municipal Credit Research team. This individual will work closely with senior members of the team to identify, analyze, and monitor investment opportunities across the municipal bond market. The role combines fundamental credit analysis, relative value analysis, and the study of economic, political, and public policy developments that influence credit quality and market performance. This position is well suited for a highly curious, self-motivated individual who is passionate about investing and the intersection of public policy and financial markets. The ideal candidate is eager to develop investment views, challenge assumptions, explore new analytical approaches, embrace AI and workflow automation, and contribute meaningfully to a collaborative research platform.

Job Duties

• Assist in the fundamental credit research process to evaluate investment opportunities and monitor existing municipal bond holdings
• Analyze issuer financial statements, budgets, news alerts, economic trends, and political and public policy developments across a variety of municipal sectors
• Build, maintain, and enhance financial models and analytical tools used to assess credit quality and relative value
• Conduct independent research on emerging credit themes, market developments, and investment opportunities
• Participate in issuer meetings, industry conferences, rating agency discussions, and investor calls
• Assist in preparing investment recommendations, credit opinions, and presentations for portfolio managers and other key stakeholders
• Identify opportunities to improve research processes, data management, analytical frameworks, and workflow efficiency, especially via AI and workflow automation
• Collaborate with analysts across sectors and contribute to broader research initiatives within Public Credit Research Network with key stakeholders across the municipal bond market, including issuers, rating agency analysts, and sell side professionals

Technical / Functional Skills & Qualifications

• Strong academic background with an undergraduate degree in Finance, Economics, Public Policy, Political Science, Government or a related field
• 0-2+ years of relevant experience in credit research, fixed income investing, public finance, government, or economic research
• Demonstrated intellectual curiosity in investing, public policy, financial analysis, and economics, and the ability to synthesize information from across these disciplines
• Understanding of financial statements, accounting concepts, and financial modeling
• Strong quantitative and analytical skills coupled with the ability to think critically and challenge conventional viewpoints
• Excellent written and verbal communication skills, including the ability to communicate complex ideas clearly and concisely
• Proficiency in Microsoft Office applications, particularly Excel, PowerPoint, and Word; experience with AI and workflow automation applications such as CoPilot, Visual Studio Code, and Power Automate a plus
• Strong attention to detail, organizational skills, and ability to manage multiple priorities simultaneously
• Self-starter who takes ownership of projects and pursues opportunities with limited direction
• Team-oriented individual who welcomes debate, values diverse perspectives, and contributes positively to an intellectually rigorous investment environment
• Progress toward or willingness to pursue the CFA designation a plus

Key Points.

As a condition of your employment for HIMCO, you will be required to affirm to HIMCO’s Code of Ethics and understand that you will be required to comply with the disclosure of accounts, holdings and pre-clearance of trades for the accounts of you and your household family members as more fully described in the Code of Ethics Key Points. If you will be deemed to be a “Covered Associate” under HIMCO’s Pay to Play Policy, you will also need to disclose all political contributions that you have given within the past 2 calendar years.

Compensation

The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $80,062 - $94,938

Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

Every day, a day to do right. Showing up for people isn’t just what we do. It’s who we are – and have been for more than 200 years. We’re devoted to finding innovative ways to serve our customers, communities and employees—continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it’s these values that drive all of us to do more and to do better every day.