Fixed Income and Portfolio Analytics Associate

Sammons Financial Group Inc.; West Des Moines (IA); On-site; USD 77,019 - 128,365; Full time

Benefits offered by this job

Comprehensive health coverage

Performance-based incentive program

100% company-funded Employee Stock Ownership Plan (ESOP)

Paid development time

Generous paid time off

Job summary

Sammons Financial Group Inc. in West Des Moines, Iowa is seeking an Investment Analyst to assist with the management of outsourced investment mandates. This role requires a Bachelor's Degree in Finance, 3+ years of experience in fixed income investing, and strong analytical skills. Responsibilities include overseeing external investment managers, creating portfolio analytics, and communicating investment strategies. The position offers competitive salary and comprehensive health coverage, as well as opportunities for professional growth.

Qualifications

• Minimum 3 years of relevant experience in insurance asset management, fixed income investing, or related roles.
• Experience with Bloomberg software is preferred.
• A credit and criminal background check is required.

Responsibilities

• Support ongoing oversight of external investment managers through quantitative and qualitative analysis.
• Create and maintain portfolio analytics and reporting packages.
• Communicate with external asset managers as necessary.

Skills

Strong quantitative and qualitative analytical skills

Excellent oral and written communication skills

Strong technical proficiency in Excel

Experience in fixed income markets

Intellectually curious nature

Excellent attention to detail

Ability to work in a collaborative team environment

Education

Bachelor’s Degree in Finance or related field

CFA designation

Tools

Bloomberg software

PowerPoint

Job description

Sammons Financial Group Inc. in West Des Moines, Iowa is seeking an Investment Analyst to assist with the management of outsourced investment mandates. This role requires a Bachelor's Degree in Finance, 3+ years of experience in fixed income investing, and strong analytical skills. Responsibilities include overseeing external investment managers, creating portfolio analytics, and communicating investment strategies. The position offers competitive salary and comprehensive health coverage, as well as opportunities for professional growth.