Fixed Income Investment Associate Analyst

Westfield-Insurance; Westfield Center (OH); Hybrid; USD 52,000 - 76,000; Full time

Job summary

Westfield-Insurance is seeking an Associate Investment Analyst to support fixed income, equity, and alternative investments for affiliated companies. Under close supervision, you will gather data, prepare basic analysis, monitor information sources, maintain reports, and draft summaries for review by the investment team.

This role is not eligible for visa sponsorship. The position involves assisting with portfolio activities, drafting routine reporting materials, and supporting due diligence.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Engineering, Actuarial Science, Mathematics, Business, or a related field, or equivalent training or work experience.
• 0-2 years of experience applying quantitative, qualitative, financial, investment, credit, securities, portfolio, or research concepts to data, coursework, internships, or related work.

Responsibilities

• Assists with assigned portfolio activities by gathering economic, sector, sub-asset class, security, fund, and manager information and organizing findings for review by investment team members.
• Prepares basic analysis to support investment review activities, including issuer, credit, equity, alternative investment, performance, risk, liquidity, and valuation information using established methods.
• Monitors assigned market activity, portfolio holdings, cash positions, issuer news, credit spreads, regulatory developments, and economic conditions; escalates notable observations to investment team members.
• Updates and maintains existing financial models, portfolio reports, watch lists, and analytical tools to support understanding of business drivers, security performance, valuation, and risk-return considerations.
• Supports portfolio construction, sub-asset class analysis, attribution, income variance analysis, and annual planning activities by compiling accurate data and preparing routine reporting materials.
• Assists with approved trade support activities by preparing order information, coordinating required documentation, and tracking execution details under direction and established requirements.
• Supports due diligence activities for new and existing investments, fund managers, brokers, third-party advisors, and technology providers by gathering information, completing initial analysis, and documenting findings for review.
• Drafts written summaries, monthly results, sector review materials, ad hoc reports, and presentation support materials for review by investment team members and use with internal and external stakeholders.
• Identifies routine opportunities to improve assigned documentation, data quality, and reporting steps and supports approved updates within defined scope.
• Participates in team strategy discussions, stakeholder calls, and assigned projects by providing data, documentation, and analysis support within defined scope.
• Travels occasionally to support training, industry events, investment or economic research, special assignments, and meetings between office locations.

Skills

Basic Investment Research

Foundational Financial Modeling

Portfolio Reporting Support

Market Data Analysis

Microsoft Office

Trade Support Documentation

Education

Bachelor's degree in Finance, Economics, Accounting, Engineering, Actuarial Science, Mathematics, Business, or a related field

CFA

Tools

Bloomberg or Similar Market Data Tools

Job description

Job Summary:

The Associate Investment Analyst applies broad theoretical investment and financial knowledge to support fixed income, equity, and alternative investment portfolio activities for Westfield affiliated companies. Working under close supervision, the role gathers data, prepares basic analysis, monitors assigned information sources,maintainsreports, and drafts summaries for review by investment team members to support established portfolio processes and decision making.

This role is not eligible for visa sponsorship.

Job Responsibilities:

• Assistswith assigned portfolio activities by gathering economic, sector, sub-asset class, security, fund, and manager information and organizing findings for review by investment team members.


• Prepares basic analysis to support investment review activities, including issuer, credit, equity, alternative investment, performance, risk, liquidity, andvaluationinformation using established methods.


• Monitors assigned market activity, portfolio holdings, cash positions, issuer news, credit spreads, regulatory developments, and economic conditions; escalates notable observations to investment team members.


• Updates andmaintainsexisting financial models, portfolio reports, watch lists, and analytical tools to support understanding of business drivers, security performance, valuation, and risk-return considerations.


• Supports portfolio construction, sub-asset class analysis, attribution, income variance analysis, and annual planning activities by compilingaccuratedata and preparing routine reporting materials.


• Assistswith approved trade support activities by preparing order information, coordinating required documentation, and tracking execution details under direction and established requirements.


• Supports due diligence activities for new and existing investments, fund managers, brokers, third-party advisors, and technology providers by gathering information, completing initial analysis, and documenting findings for review.


• Drafts written summaries, monthly results, sector review materials, ad hoc reports, and presentation support materials for review by investment team members and use with internal and external stakeholders.


• Identifiesroutine opportunities to improve assigned documentation, data quality, and reporting steps and supports approved updates withindefinedscope.


• Participates in team strategy discussions, stakeholder calls, and assigned projects by providing data, documentation, and analysis support within defined scope.


• Travels occasionally to support training, industry events, investment or economic research, special assignments, and meetings between office locations.

Job Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, Engineering, Actuarial Science, Mathematics, Business, or a related field, or equivalent training or work experience.


• 0-2 years of experience applying quantitative, qualitative, financial, investment, credit, securities, portfolio, or research concepts to data, coursework, internships, or related work.

Location:

Hybrid - defined as working three or more days per week in the office

Licenses and Certifications:

• Chartered Financial Analyst (CFA)

Behavioral Competencies:

• Collaborates


• Communicates Effectively


• Customer Focus


• Decision Quality


• Nimble Learning

Technical Skills:

• Basic Investment Research


• Foundational Financial Modeling


• Portfolio Reporting Support


• Market Data Analysis


• Bloomberg or Similar Market Data Tools


• Microsoft Office


• Trade Support Documentation

This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.