Senior Financial Analyst - Investments FP&A

CNA Insurance; Chicago (IL); On-site; USD 88,000 - 207,000; Full time

Job summary

CNA Insurance is seeking a Senior Financial Analyst to contribute to the Investments FP&A team, responsible for financial analysis and project leadership within a $45 billion investment portfolio. The role demands strong analytical skills, project management capabilities, and knowledge in capital markets, offering opportunities for collaboration across various business units.

Qualifications

• Three to five years of related financial analysis experience.
• Strong knowledge of capital markets and quantitative investment methods.
• Demonstrated ability to apply analytical approach to investment data sets.

Responsibilities

• Conduct quantitative analysis and performance valuation of fixed-income securities.
• Prepare interpretations of findings for leadership.
• Coordinate with other departments to drive investment strategies.

Skills

Analytical skills

Project management

Communication skills

Problem-solving skills

Education

Bachelor's Degree in Accounting, Finance, Economics or Business

Pursuit of CFA designation

Tools

Microsoft Office Suite

Job description

Senior Financial Analyst - Investments FP&A

Join to apply for the Senior Financial Analyst - Investments FP&A role at CNA Insurance

Senior Financial Analyst - Investments FP&A

Join to apply for the Senior Financial Analyst - Investments FP&A role at CNA Insurance

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from CNA Insurance

Senior Talent Acquisition Consultant at CNA Insurance

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.

Job Summary

CNA and its subsidiaries maintain a $45 billion investment portfolio primarily comprised of fixed income securities. This position is for a key contributor to the Investments Financial Planning & Analysis team within Investments & Treasury.

This technical area performs critical financial analysis, including performance and valuation analysis, on our investment portfolio while exercising considerable latitude in approach and analysis. This position reports to the Financial Analysis Director and oversees the operations of our private equity and private placement debt portfolios to ensure we are meeting our obligations to our partners. The Senior Financial Analyst will also lead projects and own key team objectives as required by the organization’s business needs. Additionally, the role provides opportunities to collaborate across business units and utilize new technologies, as we strive to continually enhance and improve processes.

JOB DESCRIPTION:

Essential Duties & Responsibilities

• Focus on limited partnership investments including fund administration, coordinating cash movements, quantitative analysis, accounting support and reporting as well as ad hoc projects.
• Support investment portfolio analytics function by actively participating in quantitative analysis, stress scenario modeling, securities valuation, cash flow forecasting and investment risk monitoring
• Participates in defining the issues and scope of assigned projects; suggests approach and methodology and enhances analysis where applicable.
• Proactively investigates anomalies and variances in data.
• Prepares and presents interpretations of findings for leadership within Investments & Treasury Division and broader corporate partners.
• May participate in the development and implementation of financial strategies or tactics.
• Interacts and coordinates with other departments to address business issues and meet organizational objectives.
• Enhance processes and models where applicable.
• Partner across CNA Finance Department on investment-related initiatives
  
  
  

Reporting Relationship

Director or above

Skills, Knowledge & Abilities

• Strong knowledge of capital markets, fixed income securities and quantitative investment methods. Demonstrated ability to apply think critically and apply analytical approach to investment data sets.
• Learning agility and ability to articulate perspective on analytical output.
• Excellent project management, organizing and planning skills with proven ability to manage competing priorities and execute deliverables in a timely fashion.
• Strong analytical and problem solving skills with the ability to effectively resolve issues of a complex nature.
• Strong interpersonal, presentation, verbal and written communication skills with the ability to effectively interact with internal and external business partners.
• Very strong knowledge of Microsoft Office Suite and other business-related software systems.
  
  
  

Education & Experience

• Bachelor's Degree in Accounting, Finance, Economics or Business
• Typically three to five years of related financial analysis experience
• Pursuit of CFA designation a plus
  
  
  

In certain jurisdictions, CNA is legally required to include a reasonable estimate of the compensation for this role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national base pay range for this job level is $54,000 to $103,000 annually. Salary determinations are based on various factors, including but not limited to, relevant work experience, skills, certifications and location. CNA offers a comprehensive and competitive benefits package to help our employees – and their family members – achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA’s benefits, please visit cnabenefits.com.

CNA is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact [e-mail].

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  General Business, Analyst, and Finance

• Industries

  Financial Services and Insurance

Referrals increase your chances of interviewing at CNA Insurance by 2x

Sign in to set job alerts for “Senior Financial Analyst” roles.

Woodridge, IL $141,000.03 - $206,800.05 3 days ago

Chicago, IL $88,000 - $110,000 8 hours ago

Chicago, IL $160,000 - $200,000 1 week ago

Chicago, IL $155,000 - $165,000 2 weeks ago

Oak Brook, IL
$90,000.00
-
$105,000.00
1 week ago

Des Plaines, IL
$120,000.00
-
$150,000.00
1 week ago

Chicago, IL
$130,000.00
-
$160,000.00
1 week ago

Senior Finance Manager - Supply Management

Elmhurst, IL
$140,000.00
-
$150,000.00
2 weeks ago

Skokie, IL
$110,000.00
-
$140,000.00
3 days ago

Investment Banking Vice President - Healthcare Technology (HCIT)

Senior Finance Manager, Investments & Strategic Planning

Chicago, IL
$125,000.00
-
$140,000.00
2 weeks ago

Senior Analyst, US Corporates - Technology, Media & Telecom - Chicago

Chicago, IL
$120,000.00
-
$150,000.00
2 weeks ago

Chicago, IL
$105,400.00
-
$124,000.00
1 week ago

Schaumburg, IL
$57,000.00
-
$113,000.00
4 weeks ago

Oakbrook Terrace, IL
$85.00
-
$90.00
3 weeks ago

Chicago, IL
$100,000.00
-
$115,000.00
6 days ago

Senior Manager, Finance & Strategy - Deal Desk

Impact Finance - Affordable Housing Asset Manager

Chicago, IL
$98,175.00
-
$115,500.00
1 week ago

Private Equity Assistant Fund Accounting Manager 1

Financial Controller - up to $120,000 base

AVP, Finance Manager, Financial Operations & Analysis

Chicago, IL $120,000 - $145,000 9 hours ago

Deerfield, IL $70,000 - $110,000 4 days ago

Chicago, IL $110,000 - $170,000 4 months ago

Chicago, IL $130,000 - $150,000 6 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.