Investment Analyst

Shelter Insurance Companies; New York (NY); On-site; USD 79,000 - 101,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Prescription Drug Insurance

401(k) Savings and Profit Sharing

Paid Time Off

Vitality Wellness Program

Dress for Your Day

Flexible Scheduling

Job summary

Shelter Insurance Companies in Missouri seeks an Investment Analyst to join the portfolio team responsible for managing $6.5 billion of insurance and pension assets.

You will research, analyze and prepare investment reports across fixed income, public equity and alternative investments, ensuring data accuracy and contributing to portfolio monitoring and diligence.

Qualifications

• 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.

Responsibilities

• Research, analyze and prepare investment reports for assets across fixed income, public equity and alternative investments.
• Prepare reports and analyses for Investment Committee and regulators.
• Monitor internally managed assets and external managers; perform diligence on new opportunities.

Skills

Asset management

BA/BS in analytical field

MBA/CFA progress

Communication skills

Relationship management

Asset classes knowledge

3-5 years experience

Excel

Bloomberg

Clearwater

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 / year minimum starting pay

Job Level: Individual Contributor

Job Location: Corporate Office - Columbia, Missouri

Shelter 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.

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 Insurance
• Savings and Profit Sharing 401(k)
• Paid Time Off for Sick and Personal Leave, Vacation and Holidays
• Vitality Wellness Program
• Dress for Your Day Dress Code
• Flexible Scheduling
• And much more!