Investment Analyst Development Program

Travelers • Saint Paul, MN

16h

About The Position

Develops the skills, through independent and on-the-job training, to become an investment analyst. This two-year program introduces people who have an interest and aptitude for the investment management industry to all aspects of fixed-income capital markets. The position will provide meaningful, challenging work opportunities in various areas of the fixed income department. The program is designed to emphasize one of two tracks - Credit or Quantitative - and involves both project-oriented and recurring assignments in support of fixed income analysts and portfolio managers. Applicants must be authorized to work for ANY employer in the U.S. The company does not sponsor/support H-1B petitions, TN, or Forms I-983/STEM OPT, for this role.

Requirements

• Team experience and internship or other practical work experience are required.
• Candidates should demonstrate initiative, leadership potential, versatility, follow-through, sound analytical thinking, strong written and verbal communication skills, and the ability to deliver high-quality work.
• Bachelor's Degree with minimum GPA of 3.5.

Nice To Haves

• Credit Track: Finance/Accounting, Economics, Political Science, Liberal Arts
• Quantitative Track: Science, Mathematics, Engineering, Computer Science

Responsibilities

• Monitoring news and externally generated research pertinent to existing and potential securities holdings and communicating this information in a timely and effective manner.
• Presentation of historical and pro forma financial statement results and associated credit analysis ratios.
• Utilizing analytics software and databases to develop or refine tools and models used in credit, securities and portfolio analysis process.
• Preparation of reports designed to track deal flow or identify credit or portfolio performance trends.
• Fundamental credit, sector and asset class research.
• Engaging with issuer representatives, sell-side analysts and rating agency professionals through in-person meetings, telephonic discussions, and webcasts.
• Presenting investment, portfolio and/or sector analysis in formal and ad-hoc meeting formats.
• Perform other duties as assigned.
• Utilizing modeling software, analytical tools, databases and other decision aids in support of recurring and ad-hoc portfolio, transaction, and credit analysis needs.
• Performing return attribution analysis and evaluating the results.
• Designing and building enhanced analytics for modeling fixed income securities.
• Participating in the development and implementation of new tools, models and reports to support the portfolio management process.
• Preparing reports designed to identify and monitor risk or aid in the analysis of portfolios, transactions, sectors or credits.
• Assisting in the maintenance of the treasury futures portfolio.

Benefits

• Health Insurance: Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.
• Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum.
• If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account.
• You are also eligible for a Pension Plan that is 100% funded by Travelers.
• Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
• Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
• Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.

What This Job Offers

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