Fixed Income Portfolio Strategist

Ohio Farmers Insurance Company; Westfield Center (OH); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Westfield Insurance is seeking an Investment Analyst to support a Senior Portfolio Manager across fixed income, equity, and alternatives. The role involves researching securities, executing trades, and monitoring portfolios, with a focus on sub-asset class allocation and performance attribution.

The position is hybrid, located in the United States, Ohio region, and not eligible for visa sponsorship. Responsibilities include conducting research on securities and funds, preparing analyses for

Qualifications

• 2+ years of experience applying quantitative and qualitative analytical skills to financial, investment, credit, securities, portfolio, or research data.
• Bachelor's degree in Finance, Economics, Accounting, Engineering, Actuarial Science, Mathematics, Business, or a related field, or equivalent work experience.

Responsibilities

• Provides direct support to assigned Senior Portfolio Manager on fixed income, equity, or alternatives portfolios by performing economic, sector, sub-asset class and individual security or fund research, recommending specific securities, mutual funds, ETFs, limited partnership deals, or direct coinvestment deals, executing trades or agreements, and performing ongoing monitoring of all portfolio investments.
• Defines optimal sub-asset class allocations, manages full life-cycle of investments including research, portfolio construction, trading, and attribution.
• Presents analysis on sub-asset classes, including fundamental or interest rate analysis, supports investment recommendations.
• Monitors market activity, analyzes news, issuer spreads, and discusses with peers; evaluates global events for portfolio impact.
• Improves investment processes, documents procedures, and participates in planning and budgeting; conducts performance and risk reporting.

Skills

Quantitative analysis

Financial research

Portfolio analysis

Education

Finance/Economics

Tools

Bloomberg

MS Office

Investment Research

Financial Modeling

Portfolio Reporting

Market Analysis

Trade Support

Job description

Westfield Insurance is seeking an Investment Analyst to support a Senior Portfolio Manager across fixed income, equity, and alternatives. The role involves researching securities, executing trades, and monitoring portfolios, with a focus on sub-asset class allocation and performance attribution.

The position is hybrid, located in the United States, Ohio region, and not eligible for visa sponsorship. Responsibilities include conducting research on securities and funds, preparing analyses for