Securities Analyst

Kansas City Life Insurance Company; Kansas City, Northern (MO, KY); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Kansas City Life Insurance Company is seeking an energetic Credit Risk Analyst to join the Credit Risk Management team. The role emphasizes AI-enhanced research, financial analysis, and collaboration with investment staff to assess credit risk across portfolios.

The ideal candidate holds a finance or analytics degree, a CFA designation or progress toward it, and at least 3 years in investment or related fields.

Qualifications

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

Responsibilities

• Perform capital markets research identifying broad credit and economic trends
• Apply financial analyses to measure credit risk at issuer and portfolio levels
• Leverage AI-powered tools to accelerate credit research and generate issuer/sector summaries
• Conduct macro, sector, and issuer research using traditional and AI tools
• Contribute to quality investments through evaluation of credit quality of prospective companies
• Assist in maximizing portfolio returns and mitigating risks
• Monitor rating agency changes and outlooks
• Develop relationships with brokers, analysts and rating agencies
• Make buy/sell recommendations based on sound analysis
• Assist accounting and senior management in evaluating credit and investment matters

Skills

AI workflow design

Financial analysis

Communication

Education

BS/BA in Finance or Data Science

MBA or MS in Finance/Analytics preferred

Tools

Bloomberg

Excel

Job description

Kansas City Life Insurance Company, a recognized leader in the insurance industry, is seeking an energetic, self-motivated individual to join our Credit Risk Management department. The ideal candidate would meet the following requirements:

QUALIFICATIONS/REQUIREMENTS:

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

DUTIES/RESPONSIBILITIES:

• Perform capital markets research for the purpose of identifying broad credit and economic trends.
• Apply detailed financial analyses to measure credit risk of existing positions at both the issuer and portfolio level.
• Leverage Al-powered tools, including large language models, to accelerate credit research, automate routine analytical tasks, and generate comprehensive issuer and sector summaries.
• 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
• Contribute to quality investment purchases through proactive research and evaluation of credit quality of prospective companies.
• Assist in maximizing portfolio returns and mitigating risks.
• Monitor and evaluate rating agency upgrades, downgrades and outlook changes.
• Develop and maintain good working relationships with investment brokers, analysts and rating agencies.
• Make buy/sell recommendations based on a sound analysis of all relevant factors.
• Assist accounting and senior management personnel in the evaluation of credit andinvestment matters

Kansas City Life Insurance Company offers a competitive salary and an excellent benefits package.

EOE/MFVH