Investment Analyst III

Southern Farm Bureau Casualty Insurance Company • Jackson, MS

290d

About The Position

Job Opportunity: Investment Analyst III at Southern Farm Bureau Life Insurance. Company Overview: Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence. As the Investment Analyst III, you'll be an essential part of our Investments team, contributing to the success of our organization.

Requirements

• BBA in a finance related major or BS in a math or engineering related major.
• MBA degree with finance coursework or comparable work experience preferred.
• Completion of CFA Level II exam with finance and economics coursework or comparable work experience.
• Proficient in Microsoft Excel, Word, and PowerPoint.
• Strong verbal and written communication skills.
• Excellent decision-making skills.
• Ability to function effectively in the workplace as exhibited through one's integrity, courage to act and communication skills.
• Ability to work with others effectively as exhibited through one's respect for people and commitment to teamwork.
• Ability to meet organizational goals and customer expectations as exhibited through one's accountability for results, commitment to service and initiative.
• Ability to perform the essential functions of the job as exhibited through one's growth in job knowledge and professional development.

Nice To Haves

• Experience in investment analysis or portfolio management.
• Knowledge of corporate and municipal credit, mortgage- and asset-backed securities, and public and private equity investments.

Responsibilities

• Serve as the primary lead for all transaction types.
• Develop relationships with brokers/investment managers and provide feedback independently.
• Source new investment opportunities and make recommendations to portfolio management.
• Place bids on or make commitments to new investment opportunities under the direction of portfolio management.
• Monitor portfolio holdings and evaluate credit issues and active trading opportunities.
• Independently source, evaluate, and execute opportunities under supervision of portfolio management.
• Lead analysis relating to amendment/restructuring efforts as they arise.
• Report findings and make recommendations to portfolio management.
• Provide oversight and serve as the lead for all legal or accounting matters as they arise.
• Develop an understanding of broader portfolio objectives and think strategically about how daily trading activities impact these objectives.
• Serve as the lead for impairment review analysis and present findings to portfolio management.
• Construct quarterly and monthly reporting needs including: investment committee, quarterly reviews, offsite meetings, and ad hoc reports as requested by management.
• Maintain reporting databases.
• Maintain strong market/sector knowledge and evaluate opportunities as they arise.
• Assist in the development of junior analysts. Answer questions and provide guidance on any matters as needed.

Benefits

• Comprehensive health insurance coverage for employees and their families.
• Access to an onsite clinic, preventive care, and prescription drugs.
• Mental health coverage and an Employee Assistance Program.
• Incentives for maintaining an active lifestyle through the Active Lifestyle Rewards Program.
• Customized weight management plans and support for achieving and maintaining a healthy weight.
• Opportunities to connect with colleagues through employee engagement activities.
• Access to nutritious meals at the onsite cafe.
• Continuous learning opportunities and tuition reimbursement for further education.
• Mentorship programs for professional growth and guidance.
• Advancement opportunities within the company.
• Life insurance and company-funded pension for financial security.
• Paid time off for volunteering.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree