Hybrid Fixed Income Investment Analyst: Growth & Impact

Ohio Farmers Insurance Company; Westfield Center (OH); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Westfield is seeking an Associate Investment Analyst to support fixed income, equity, and alternative investment portfolio activities. You will gather data, prepare basic analysis, monitor information sources, maintain reports, and draft summaries for review by the investment team.

This hybrid role requires 0–2 years of related experience and a finance-related degree. CFA is a valued credential; occasional travel for training and events is expected.

Qualifications

• Bachelor's degree or equivalent training in finance-related fields.
• 0-2 years applying quantitative/qualitative investment concepts.

Responsibilities

• Assists with portfolio activities by gathering data and organizing findings.
• Prepares basic analysis to support investment reviews using established methods.
• Monitors market activity and escalates notable observations to the team.
• Updates financial models, reports, watch lists, and analytical tools.
• Supports portfolio construction, attribution, and reporting.
• Assists with trade support documentation and execution tracking.
• Gathers information for due diligence on new investments and managers.
• Drafts summaries, monthly results, sector materials, and ad hoc reports.
• Identifies opportunities to improve data quality and reporting.

Skills

Basic Investment Research

Foundational Financial Modeling

Portfolio Reporting

Market Data Analysis

Bloomberg

Microsoft Office

Trade Documentation

Education

Bachelor's degree in Finance, Economics, Accounting, Engineering, Actuarial Science, Mathematics, Business

Job description

Westfield is seeking an Associate Investment Analyst to support fixed income, equity, and alternative investment portfolio activities. You will gather data, prepare basic analysis, monitor information sources, maintain reports, and draft summaries for review by the investment team.

This hybrid role requires 0–2 years of related experience and a finance-related degree. CFA is a valued credential; occasional travel for training and events is expected.