Portfolio Analyst - Investments

Security Benefit; Des Moines (IA); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Security Benefit is hiring a Portfolio Analyst to join their Investments Department in Des Moines. The role involves assisting portfolio managers with trade executions, conducting financial analysis, and collaborating across teams on investment processes. Security Benefit offers robust benefits, including paid time off, a 401k match, and opportunities for professional growth.

Benefits

Annual incentive bonus

33 days of paid time off

Paid parental leave

401k with company match

Profit Sharing & Savings Plan

Disability insurance

Qualifications

• Bachelor's degree required, preferably with exemplary academic performance.
• Desire for CFA designation or MBA preferred, support provided.
• Strong organization skills and independence in a fast-paced environment.

Responsibilities

• Assist portfolio managers with compliance checks and execution of trades.
• Conduct financial analysis on investment positions.
• Perform periodic reporting including performance attribution analysis.

Skills

Quantitative analysis

Financial analysis

Modeling skills

Verbal communication

Written communication

Education

Bachelor's degree in Finance, Accounting, or Economics

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Office applications

Job description

400 E Court Ave, Des Moines, IA 50309, USA

Job Description

Posted Friday, May 30, 2025 at 6:00 AM

Security Benefit (SB) is seeking aPortfolio Analyst to support the investment grade fixed income directive in our Investments Department. Security Benefit fosters strong partnerships to provide insightful and customized retirement solutions for employers and individual investors nationwide. Through a broad advisor network and its nationally recognized money managers, Security Benefit provides mutual funds, annuities and retirement programs. This position will work in our Des Moines, Iowa office. SB associates are working in a hybrid environment with both remote and on-site work.

Who Are We?

Through a combination of product innovation, exceptional investment management, and a unique distribution strategy, Security Benefit has become a leader in the U.S. retirement industry. For more than five decades, we’ve focused our expertise solely on this market, providing a broad suite of annuities and mutual fund programs to help customers from coast to coast align their assets with their aspirations.

What Does the Job Look Like?

• Assist portfolio managers, analysts, and traders across asset classes (Asset-Based Finance, Corporate Credit, Private Equity/Alternatives) including the staging of trades, compliance checks, trade allocations across accounts, and execution.
• Provide investment managers with security, portfolio, and benchmark information.
• Assist with financial analysis and overall due diligence on existing positions and new potential investments to understand business and/or collateral performance, deal structure, industry trends, market dynamics, and assessment of investment risk.
• Support management of Security Benefit’s investment portfolio which includes trade support, pricing, audit/finance/investment operation requests, legal documentation, and regulatory matters.
• Collaborate with multiple teams, including but not limited to the Operations, Performance, Investment Accounting, and Legal teams to ensure efficient and timely completion of required responsibilities.
• Conduct performance attribution analysis, pricing evaluations, and security analytics reviews to support investment decisions.
• Perform periodic and ad hoc reporting and diligence, including:
  • Portfolio coverage and performance trackers
  • Security level modeling, data population, and credit analysis
  • Research and relative value analysis across key sectors and portfolios
• Clearly articulate investment processes and assist in the delivery of high-quality investment reporting material.
• Opportunities to grow within the team through mentorship with seasoned professionals; demonstrated career path to roles within trading, credit analysis and portfolio management.

Who Are You?

• Bachelor's degree required, preferably in Finance, Accounting, Economics, or related fields with exemplary academic performance
• Desire to attain CFA designation and/or MBA preferred (support provided)
• Proficient expertise in quantitative, analytical, modeling, and financial analysis skills
• Robust skills in Microsoft Excel and PowerPoint, with proficiency in other Microsoft Office applications
• Ideal candidate will be well organized, independent, entrepreneurial, assertive, self-motivated, detail oriented and able to work in a fast-paced environment on multiple projects
• Ideal candidate will be intellectually curious, possessing a strong desire to understand complex transactions and situations in a dynamic environment
• Strong work ethic with a team-oriented approach
• Strong written and verbal communication skills, including the ability to work well with people at all levels of the organization and develop/maintain external relationships

What Can Security Benefit Offer You?

Security Benefit offers a competitive salary and as a full-time employee you are eligible for our robust benefits package including:

• Employees are eligible for an annual incentive bonus designed to reward for performance.
• 33 days of paid time off for PTO, paid holidays, days of Significance, and a Volunteer Day
• Paid parental leave eligible after one year of service
• 401k with company match
• Profit Sharing & Savings Plan
• Short-term and long-term disability insurance

Consider joining our progressive team in our nationally recognized company. Visit the career section of our website at www.securitybenefit.com/careers to apply and submit your resume. EOE

400 E Court Ave, Des Moines, IA 50309, USA