Investment Analyst

Shelter Insurance; Columbia Township (MO); On-site; USD 79,000 - 101,000; Full time

Benefits offered by this job

Health, Dental, Vision and Rx

401(k) Savings and Profit Sharing

Paid Time Off

Wellness Program

Dress for Your Day

Job summary

Shelter Insurance is seeking an Investment Analyst to research, analyze and report on a $6.5 billion portfolio, covering fixed income, public equity and alternative investments. You will support a team responsible for investments and reporting for regulatory and governance audiences.

The role requires 3–5 years of relevant investment experience, strong Excel skills, and effective written and verbal communication.

Qualifications

• BA/BS in analytical field required.
• MBA, CFA or related investment certs encouraged.
• 3–5 years of investment experience preferred.
• Strong Excel and financial modeling skills.

Responsibilities

• Research, analyze and prepare investment reports for asset management across fixed income, public equity and alternatives.
• Prepare reports for Investment Committee and regulators.
• Monitor internally managed assets and external managers; propose process improvements.
• Execute approved buy/sell transactions and maintain records.

Skills

Analytical

Written & verbal communication

Excel proficiency

Organizational skills

Team collaboration

Education

BA/BS in analytical field

Tools

Bloomberg

Clearwater

Job description

A company built to serve you. It's your career, Shelter it!Investment Analyst$78,949 - $101,055 minimum starting payJob Level: Individual ContributorJob Location: Corporate Office – Columbia, MissouriShelter maintains broad salary ranges for its roles in order to account for variations in geographic location, education, training, skills, relevant work experience, business needs and market demands. Please remember that this range is the starting base pay only and does not consider other components that make up the total rewards package for the position.What You Will Be Doing:Research, analyze and prepare investment reports as key member of team responsible for managing $6.5 billion of insurance and pension assets. Ensure accuracy of transaction and reporting data on one or more asset classes, including fixed income, public equity and alternative investments. Participate in monitoring internally managed assets and external managers across asset classes. Active participant in prospective research and diligence of new investment opportunities.Prepare various reports and analyses for presentation to Investment Committee. Develop analytical reports, maintain accuracy of various files and records systems related to the Companies' portfolios. Suggest monitoring process improvements and proactively seek to implement them. Execute approved purchase and sale transactions. Prepare information and reports for regulators, auditors and other internal departments as required.Due to the duties and responsibilities of this position, a Credit Bureau Report may be ordered on final candidates.What We're Looking For:Intellectual curiosity and passion for institutional asset management required.BA or BS in Analytical field required.Progress toward MBA, CFA and/or other relevant investment certification.Effective written and verbal communication skills.Ability to maintain positive relationships with internal and external partners.Knowledge of various institutional asset classes. Exposure or expertise of working with a specific asset class, such as private equity or public fixed income.3-5 years of relevant investment experience typically required.Experience with Microsoft Office, especially Excel. Advanced knowledge of financial spreadsheet functionality.Strong organizational skills, with the ability to handle multiple detailed tasks simultaneously with high degrees of precision.Experience with investment management accounting and information software (i.e., Clearwater, Bloomberg).Ability to perform essential functions of the position, with or without a reasonable accommodation.Shelter's uncompromising commitment to excellence doesn't stop with our customers. We recognize our employees are what make us a premier organization in the insurance industry. Shelter Employees enjoy such benefits as:Health, Dental, Voluntary Vision and Prescription Drug InsuranceSavings and Profit Sharing 401(k)Paid Time Off for Sick and Personal Leave, Vacation and HolidaysVitality Wellness Program"Dress for Your Day" Dress CodeFlexible SchedulingAnd much more!#IND1#If interested, please apply by:09/04/2026