Securities Analyst

Job Title: Securities Analyst

Job Duties:  Independently analyze creditworthiness of existing holdings and identify new investment opportunities within assigned sectors.

• Build and maintain financial models and prepare research reports.
• Conduct investment back-office operations including cash transaction reporting (monitoring for capital calls, wire requests, tender offers, etc.), assistance with trade execution and settlement process, and working with Insurance operations on Statutory Deposit requests.
• Identify and implement enhancements to operations processes to improve overall accuracy and efficiency.
• Lead economic update process and discussion on current economic trends, including building and maintaining economic models, evaluating additional improvements and indicators.
• Identify ways to enhance portfolio yield and reduce risk.
• Assist Investment Team with quarterly and ad-hoc reporting and presentation requests, feedback on meeting minutes, and reviews of existing and prospective third-party managers.
• Option to work from home a few days per week.

Education and Experience Requirements. 

• Bachelor’s degree or foreign equivalent in Finance, Business, Economics, or related field.
• 3 years with the following: Bloomberg or equivalent; performing investment research; and monitoring equity, security, debt, and/or capital markets.
• 2 years performing financial modeling.

Work Wage:  39 hours per week; Wage range between $42.49 to 47.67/hour  

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