Hybrid Fixed Income Investment Analyst

Westfield Insurance

Westfield Center (OH)

Hybrid

USD 60,000 - 90,000

Full time

14 days+

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Job summary

Westfield Insurance in Ohio is seeking a Fixed Income Investment Associate Analyst to support portfolio activities across fixed income and related areas. You will gather data, prepare basic analyses, and draft summaries for review by the investment team.

This role emphasizes data quality, reporting, and collaboration within a structured investment process. The ideal candidate holds a finance or related degree with up to two years of experience, and is prepared for a hybrid work arrangement in

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.