Securities Analyst

Kansas City Life Insurance; Kansas City (MO); On-site; USD 85,000 - 125,000; Full time

Job summary

Kansas City Life Insurance Company in Kansas City, MO, is seeking a high‑caliber investment professional to lead capital markets research and credit analysis. You will apply AI‑enhanced workflows to automate research, extract data, and produce auditable issuer and sector summaries.

The role requires CFA consideration or active progress, a strong background in finance or analytics, and a minimum of three years in investment or related fields, with a commitment to reliability and timely delivery.

Qualifications

• BS/BA in Finance, Data Science, or related field; MBA/MS preferred.
• CFA designation or active progress toward it.
• ≥3 years in investment or related field.
• Experience using AI-powered workflows for research and data extraction.
• Proficiency with LLMs, Bloomberg, and Excel for auditable outputs.
• Punctuality and reliability essential.

Responsibilities

• Perform capital markets research to identify broad credit and economic trends.
• Assess credit risk of existing positions at issuer and portfolio levels.
• Leverage AI-powered tools to accelerate research and generate issuer/sector summaries.
• Conduct macro, sector, and issuer research using traditional and AI tools.
• Contribute to quality investments through proactive credit evaluation.
• Assist in maximizing portfolio returns and mitigating risks.
• Monitor rating agency changes and outlooks.
• Maintain relationships with brokers, analysts, and rating agencies.
• Make buy/sell recommendations based on comprehensive analysis.
• Support accounting and senior management in credit/investment matters.

Skills

AI-assisted research

Prompt engineering

Data analysis

Education

Bachelor's in Finance or Data Science

CFA designation or active progress

Tools

Bloomberg

Excel

LLMs

Job description

Job Description

Job Description

** QUALIFICATIONS/REQUIREMENTS:**

1. BS/BA in Finance, Data Science, or related field (MBA or MS in Finance/ Analytics preferred)
2. CFA Designation (or active progress toward it) required
3. At least 3 years of experience in investment or related field preferred
4. Experience building AI-enhanced workflows to automate research, data extraction, or financial analysis
5. Proficiency in prompt engineering and AI-assisted research tools to generate accurate, auditable outputs using LLMs, Bloomberg, and Excel
6. Regular and reliable attendance and punctuality is an essential function of this position.

** DUTIES/RESPONSIBILITIES:**

1. Perform capital markets research for the purpose of identifying broad credit and economic trends.
2. Apply detailed financial analyses to measure credit risk of existing positions at both the issuer and portfolio level.
3. Leverage Al-powered tools, including large language models, to accelerate credit research, automate routine analytical tasks, and generate comprehensive issuer and sector summaries.
4. Conduct macro, sector, and issuer level research using both traditional and AI augmented analytical tools to identify credit trends, emerging risks, and relative value opportunities across fixed income markets
5. Contribute to quality investment purchases through proactive research and evaluation of credit quality of prospective companies.
6. Assist in maximizing portfolio returns and mitigating risks.
7. Monitor and evaluate rating agency upgrades, downgrades and outlook changes.
8. Develop and maintain good working relationships with investment brokers, analysts and rating agencies.
9. Make buy/sell recommendations based on a sound analysis of all relevant factors.
10. Assist accounting and senior management personnel in the evaluation of credit and investment matters.

Regular and reliable attendance and punctuality is an essential function of this position.

Kansas City Life Insurance Company is committed to equal employment opportunities for all individuals regardless of race, religion, color, sex, age, national origin, disability, or genetic information.

Company Description

Kansas City Life Insurance Company was established in 1895 in Kansas City, Mo. Our agency force of more than 2,500 serves 49 states and the District of Columbia. We insure more than half a million policyholders from coast to coast. Our Home Office is located in Kansas City, Mo., with a staff of more than 400 associates who provide support for our field force and policyholders.