Investment Associate - Sammons Financial Group Asset Management

Sammons Financial Group•West Des Moines, IA

12d•$77,019 - $128,365•Onsite

About The Position

Assist with the oversight and management of outsourced investment mandates for Sammons Financial Group Asset Management (SFGAM) by supporting quantitative and qualitative analysis and research for assigned strategy mandates. Maintain portfolio analytics, reporting packages, and quantitative surveillance tools. Support analysis for investment recommendations, key exposures, and risks for assigned strategy mandates. This role will be subject to an SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions.

Requirements

Strong quantitative and qualitative analytical skills and the ability to take data from several sources and organize, validate, and analyze data
Intellectually curious nature and positive attitude towards learning new or complex topics
Excellent ability to work in a collaborative team environment within and outside of SFGAM
Strong ability to ask questions and show engagement in meetings within and outside of SFGAM
Excellent oral and written communication skills
Excellent attention to detail, self-initiative, and team player
Strong technical proficiency in Excel and PowerPoint

Nice To Haves

Bachelor's Degree in Finance or related field of study
Minimum 3 years' of relevant experience in insurance asset management, fixed income investing, or related roles
Experience in fixed income markets and credit analysis
Experience with Bloomberg software
CFA designation

Responsibilities

Support ongoing oversight of external investment managers through quantitative and qualitative analysis under the direction of the SFGAM Portfolio Management team.
Assist in the underwriting and assessment of new fixed-income investment opportunities with external managers in collaboration with the SFGAM Portfolio Management team.
Create and maintain portfolio analytics, reporting packages, and quantitative surveillance tools to support the SFGAM Portfolio management team.
Develop an understanding of key factors that can impact the value of SFGAM’s investments, including, but not limited to, nationally recognized statistical rating organization (NRSRO)/ National Association of Insurance Commissioners (NAIC) rating methodology, regulatory impacts, capital requirements, and drivers of industry, sector, and issuer fundamentals throughout the credit cycle.
Develop and maintain strong working relationships with internal investment team members, external managers, and team members throughout Sammons Financial Group Companies.
Develop and strive to continually improve investment processes and oversight of the portfolio and third-party asset managers.
Communicate with external asset managers as necessary to support the SFGAM Portfolio Management team.
Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
Participate in other initiatives and/or projects as necessary.

Benefits

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
100% company-funded Employee Stock Ownership Plan (ESOP)
Automatic enrollment in our 401(k).
Friday afternoons off year-round
Generous paid time off
Paid holidays
Paid development time
Tuition reimbursement
Professional development opportunities across industry, individual, and leadership programs.
Volunteer time off
Company nonprofit matching gift program