Associate Analyst Investment Credit Research
About The Position
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As an Associate Analyst, Investment Credit Research, you will play a key role in monitoring the financial health of Empower's investment portfolio. You'll dig into company performance data, evaluate trends, and turn your findings into clear, actionable insights. Your hands-on work-analyzing statements, preparing credit reviews, and collaborating across teams-helps identify potential risks and supports sound investment decisions that protect our customers and business.
Requirements
- Bachelor's degree in business, finance, accounting, mathematics, or equivalent experience
- 1-2 years of experience in credit or data analysis preferred
- Working knowledge of financial statement analysis
- Strong business writing and communication skills
- Proficiency with Microsoft Excel, Word, and PowerPoint
- Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
Nice To Haves
- Experience using Bloomberg or Capital IQ
- Progress toward the Chartered Financial Analyst (CFA) designation
- Familiarity with Access or other database tools
- Interest in sustainable finance and portfolio risk management
Responsibilities
- Complete annual credit reviews for portfolio companies on schedule
- Analyze financial and sustainability data from internal and external sources
- Collaborate with senior analysts to form and communicate credit opinions
- Manage your own workflow and help refine team processes for quality control
- Track compliance and maintain data within credit systems
- Partner with teams across regions to share insights
- Contribute to new investment reviews and special projects as needed
Benefits
- Medical, dental, vision and life insurance
- Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time - 16 hours per calendar year
- Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Funds, Trusts, and Other Financial Vehicles
Number of Employees
5,001-10,000 employees
