Hybrid Fixed Income Investment Analyst

Westfield Insurance; Westfield Center (OH); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Westfield Insurance in Ohio seeks an Investment Analyst to support a Senior Portfolio Manager across fixed income, equity, and alternatives portfolios. You will perform research, evaluate securities, and help execute trades while monitoring portfolios.

Responsibilities include defining sub-asset class allocations, conducting credit and equity analysis, building models, and presenting insights to the Investment Committee.

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 related field, or equivalent work experience.

Responsibilities

• Provide direct support to assigned Senior Portfolio Manager on portfolios by researching and trading, and performing ongoing monitoring of investments.
• Define the optimal sub-asset class allocations and manage full investment lifecycle including research, construction, trading and attribution.
• Prepare and present analyses on sub-asset classes, monitor market activity, and communicate insights to peers and management.
• Monitor performance, risk and attribution, prepare monthly results, and support reporting and governance processes.

Skills

Investment Research

Financial Modeling

Portfolio Reporting

Market Analysis

Trade Support

Education

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

Tools

Bloomberg

Microsoft Office

Job description

Westfield Insurance in Ohio seeks an Investment Analyst to support a Senior Portfolio Manager across fixed income, equity, and alternatives portfolios. You will perform research, evaluate securities, and help execute trades while monitoring portfolios.

Responsibilities include defining sub-asset class allocations, conducting credit and equity analysis, building models, and presenting insights to the Investment Committee.