Investment Analyst Development Program (Hybrid)

Securian Asset Management; United States; Hybrid; USD 59,000 - 131,000; Full time

Benefits offered by this job

Paid time off

Holidays

Health insurance

401(k) plan with company contributions

Pension plan

Volunteer time off

Employee Resource Groups

Job summary

Securian Asset Management offers a two-year Investment Analyst Development Program designed to build foundational investment management skills. You'll gain hands-on experience, mentorship, and CFA sponsorship while supporting analyses across public and private assets, including commercial mortgage lending.

Participants work with senior analysts to evaluate opportunities, perform due diligence, and develop financial models using Bloomberg, with exposure to AI-assisted research and portfolio

Qualifications

• Bachelor's degree in a relevant field is required.
• Strong analytical, critical-thinking, communication, and teamwork skills.
• Demonstrated curiosity and interest in investment management, fixed income, commercial real estate, or financial markets.
• Leadership potential and a desire to make an impact.
• Internship, academic, or other relevant work experience that demonstrates analytical and problem-solving capabilities.
• Interest in technology and experience using or learning generative AI and other analytical tools.

Responsibilities

• Collaborate with senior investment analysts and portfolio managers to evaluate investment opportunities and develop investment recommendations.
• Conduct and present proprietary credit, industry, and market research.
• Support the evaluation of commercial mortgage investment opportunities through financial analysis, property and market research, underwriting, and due diligence.
• Analyze commercial real estate fundamentals, including property performance, market conditions, cash flows, valuation, borrower financial strength, and credit risk.
• Build financial models and spreadsheets and utilize analytics software and databases, including Bloomberg, for credit and industry analysis, investment monitoring, and portfolio reporting.
• Engage with issuer representatives, sell-side analysts, borrowers, brokers, and other market participants to support investment analysis and decision-making.
• Undertake ad hoc projects to support investment research, portfolio management, and the broader investment decision-making process.
• Leverage generative AI tools to gather and analyze information from a wide range of sources, including prospectuses, financial statements, property and market information, and third-party research used in public and private market investment analysis.

Skills

Data Analysis

Data Storytelling

Detail-Oriented

External Communication

Financial Analysis

Financial Modeling

Internal Communications

Investments Analysis

Risk Analysis

Education

Bachelor's degree in Business/Finance/Accounting/Economics Real Estate or related discipline

Tools

Bloomberg

Job description

Are you ready to start your career in investment management with hands-on experience, mentorship, and opportunities to grow? At Securian Asset Management, we’re looking for driven, curious, and analytical early-career professionals to join our two-year Investment Analyst Development Program. The Investment Analyst Development Program is designed to build the foundational skills needed for a successful career in investment management. Participants gain hands-on experience working alongside investment professionals while developing their capabilities in financial analysis, credit research, investment evaluation, and portfolio management. Throughout the program, participants will gain exposure to multiple public and private asset classes, including meaningful experience within Commercial Mortgage Lending. This experience will provide the opportunity to develop an understanding of commercial real estate underwriting, credit analysis, portfolio management, and the factors that influence real estate investment decisions. Participants will support analysts and portfolio managers in managing Securian's insurance company general account while gaining exposure to how investment decisions are evaluated and made within an institutional asset management organization.

PROGRAM COMPONENTS

• Two-year development program with opportunities for continued career growth.
• Hands-on experience evaluating investment opportunities and understanding how credit, market conditions, asset fundamentals, and portfolio considerations influence investment decisions.
• On-the-job training designed to build investment knowledge, analytical capabilities, and business acumen.
• One-on-one mentorship with senior investment professionals.
• Sponsored pursuit of the Chartered Financial Analyst (CFA) designation.

CORE RESPONSIBILITIES

• Collaborate with senior investment analysts and portfolio managers to evaluate investment opportunities and develop investment recommendations.
• Conduct and present proprietary credit, industry, and market research.
• Support the evaluation of commercial mortgage investment opportunities through financial analysis, property and market research, underwriting, and due diligence.
• Analyze commercial real estate fundamentals, including property performance, market conditions, cash flows, valuation, borrower financial strength, and credit risk.
• Build financial models and spreadsheets and utilize analytics software and databases, including Bloomberg, for credit and industry analysis, investment monitoring, and portfolio reporting.
• Engage with issuer representatives, sell-side analysts, borrowers, brokers, and other market participants to support investment analysis and decision-making.
• Undertake ad hoc projects to support investment research, portfolio management, and the broader investment decision-making process.
• Leverage generative AI tools to gather and analyze information from a wide range of sources, including prospectuses, financial statements, property and market information, and third-party research used in public and private market investment analysis.

QUALIFICATIONS

• Bachelor's degree in a relevant field, preferably Business, Finance, Accounting, Economics, Real Estate, or a related discipline.
• Strong analytical, critical-thinking, communication, and teamwork skills.
• Demonstrated curiosity and interest in investment management, fixed income, commercial real estate, or financial markets.
• Leadership potential and a desire to make an impact.
• Internship, academic, or other relevant work experience that demonstrates analytical and problem-solving capabilities.
• Interest in technology and experience using or learning generative AI and other analytical tools.

Our goal is to give you broad exposure to different markets and investment strategies so you can discover where your strengths and interests align. At the end of the two-year program, the intention is to place participants into a permanent position within Securian Asset Management. If no suitable role is available, the program will conclude at that point. We also recognize that career paths can take different directions, and participants may choose to pursue opportunities outside of Securian AM if that better aligns with their long-term goals.

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you’re in a commutable distance (90 minutes), you’ll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

Preferred Skills

• Data Analysis
• Data Storytelling
• Detail-Oriented
• External Communication
• Financial Analysis
• Financial Modeling
• Internal Communications
• Investments Analysis
• Risk Analysis

The estimated base pay range for this job is: $59,400.00 - $130,600.00 Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

• Paid time off: We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what’s important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.
• Leave programs: Securian’s flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
• Holidays: Securian provides nine company paid holidays.
• Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian’s 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.
• Health insurance: From the first day of employment, associates and their eligible family members – including spouses, domestic partners and children – are eligible for medical, dental and vision coverage.
• Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.
• Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs.
  • Environmental Health & Sustainability
  • Mental Wellness and Disability
  • Pride at Securian Financial
  • Securian Young Professionals Network
  • Securian Multicultural Network
  • Securian Women and Allies Network
  • Servicemember Associate Resource Group

For more information regarding Securian’s benefits, please review our Benefits page. This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status.

If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at [e-mail], by telephone [phone] (voice), or 711 (Relay/TTY).

Securian Financial is a drug‑free workplace.

Securian Financial roles are listed with Job Category beginning SF.

Be you. With us. We’re a bright‑thinking, hard‑working team focused on growth with purpose. And with large company resources and a small company feel, it means each of us is a name, not a number. Here, every voice matters - bring us your ideas and curiosity. Discover the best you - with us. We are a Great Place to Work-Certified company for the eighth year in a row, based on company‑provided data and the results of the Great Place to Work Trust Index survey administered to our employees.