Investment Analyst I

Erie Insurance • Erie, PA

28d • Onsite

About The Position

Applies an understanding of the process used in the selection, evaluation and monitoring of investments. Conducts and documents extensive research and analysis to provide manager(s) with financial information, advice and recommendations. Assists with communications to industry contacts as necessary.

This position is based out of our Corporate Office in Erie, PA.

Requirements

• Bachelor's degree in accounting, finance, mathematics or related field required.
• Experience analyzing investment portfolios, investment performance, risk modeling or equivalent investment experience preferred.
• Advanced database management, spreadsheet skills and proficiency with Bloomberg preferred.

Nice To Haves

• Masters degree or Chartered Financial Analyst (CFA) designation or in pursuit of CFA preferred.

Responsibilities

• Examines and assesses economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investments.
• Compiles research reports and presents findings and recommendations on new and existing investments.
• Utilizes the internal monitoring processes and procedures to keep abreast of assigned investments.
• Forms and maintains relationships with industry contacts to establish and maintain an orderly information network and to keep up to date on changing economic and market trends.
• Reviews and prepares investment-related reports and legal documents as needed.
• Works closely with and assists other Finance Divisions on any related questions, issues or projects by providing investment data and analysis as needed.
• Updates and maintains various software packages and/or databases used to perform investment analysis.
• Travels for investment due diligence and industry meetings as directed

Benefits

• Premier health, prescription, dental, and vision benefits for you and your dependents. Coverage begins your first day of work.
• Low contributions to medical and prescription premiums. We currently pay up to 97% of employees’ monthly premium costs.
• Pension. We are one of only 13 Fortune 500 companies to offer a traditional pension plan. Full-time employees are vested after five years of service.
• 401(k) with up to 4% contribution match. The 401(k) is offered in addition to the pension.
• Paid time off. Paid vacation, personal days, sick days, bereavement days and parental leave.
• Career development. Including a tuition reimbursement program for higher education and industry designations.
• Additional benefits that include company-paid basic life insurance; short-and long-term disability insurance; orthodontic coverage for children and adults; adoption assistance; fertility and infertility coverage; well-being programs; paid volunteer hours for service to your community; and dollar-for-dollar matching of your charitable gifts each year.

What This Job Offers

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