Financial Analysis Consultant

CNA • Chicago, IL

5h • Hybrid

About The Position

This position is part of CNA’s Investments, Treasury and Investor Relations Division, which manages a $50 billion investment portfolio primarily comprised of fixed income securities. The role focuses on investment income planning and forecasting, portfolio modeling and analytics, management reporting, and performance and pricing analysis. It offers the opportunity to analyze portfolio results, communicate themes and insights to leadership, and partner with teams across the organization to align on business objectives. Depending on the applicant’s experience and qualifications, candidates may be hired as a Financial Analysis Consultant or Senior Financial Analyst.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• Typically 5 to 7 years of related experience in financial analysis, investment reporting, investment accounting, or a related field.
• Strong investment acumen, particularly in fixed income concepts, and the ability to connect portfolio activity, market movements, and investment strategy to financial results.
• Knowledge of GAAP accounting principles, practices, and procedures, potentially including technical experience with the balance sheet, income statement, and statement of cash flows.
• Excellent project management, organization, and planning skills, with the ability to manage competing priorities and deliver work on time.
• Ability to synthesize complex information into a clear management-level narrative that focuses senior leaders on relevant trends, drivers, risks, and implications.
• Strong interpersonal, presentation, verbal, and written communication skills, including the ability to interact with internal and external business partners.
• Very strong knowledge of Microsoft Office Suite and other business-related software systems.

Nice To Haves

• CFA designation or progress toward the CFA designation.

Responsibilities

• Lead the preparation of monthly investment management reports and analyze results, investment performance, reinvestment activity, analytics, risk metrics, and significant trends.
• Communicate findings clearly and concisely to senior leadership, including the CIO, CFO, and Treasurer.
• Lead investment income planning and forecasting, develop key assumptions, evaluate drivers of deviations from prior results and plan, and gain buy-in from key stakeholders.
• Partner across the organization on investment portfolio matters and evaluate the financial implications of portfolio decisions and market movements with enterprise risk management, investor relations, long-term care finance and actuarial teams, and other business areas.
• Support quarterly earnings analysis, rating agency requests, peer analysis, strategic initiatives, and ad hoc modeling requests.
• Lead projects and key team objectives, including identifying opportunities to improve and streamline core reporting processes.

Benefits

• Comprehensive and competitive benefits package intended to support employees’ and their family members’ physical, financial, emotional, and social wellbeing.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level