Hybrid Fixed Income Analyst - CFA & Portfolio Impact

Westfield-Insurance; Westfield Center (OH); Hybrid; USD 80,000 - 120,000; Full time

Job summary

Westfield Insurance is seeking an Investment Analyst in Ohio to support the Senior Portfolio Manager across fixed income, equity, and alternatives. The role involves research, trade execution, and ongoing portfolio monitoring within a hybrid work arrangement.

The position emphasizes rigorous financial analysis, collaboration with investment teams, and contributions to performance reporting and risk assessment.

Qualifications

• 2+ years of experience applying quantitative and qualitative analytical skills to financial data.
• Bachelor’s degree in Finance, Economics, Accounting, Engineering, Actuarial Science, Mathematics, Business, or related field.

Responsibilities

• Provide direct support to the Senior Portfolio Manager on multiple portfolios across asset classes.
• Research sub-asset classes and securities, execute trades, and monitor portfolio investments.

Skills

Analytical Skills

2+ years experience

Education

Bachelor's in Finance/Economics/Related

Tools

Bloomberg

Microsoft Office

Trading platforms

Job description

Westfield Insurance is seeking an Investment Analyst in Ohio to support the Senior Portfolio Manager across fixed income, equity, and alternatives. The role involves research, trade execution, and ongoing portfolio monitoring within a hybrid work arrangement.

The position emphasizes rigorous financial analysis, collaboration with investment teams, and contributions to performance reporting and risk assessment.