Investment Risk & Performance Analyst - Carmel, IN
CNO Financial Group, Inc.•Indianapolis, IN
•$81,000 - $121,600•Hybrid
About The Position
CNO Financial Group’s 40|86 Advisors are hiring an Investment Risk & Performance Analyst who plays a critical role in supporting portfolio managers and the investment team to drive optimal risk-adjusted returns for the firm’s portfolios. This individual will deliver high-quality analysis, performance monitoring, and reporting to inform investment decisions and meet client objectives.
Requirements
- Typically requires a Bachelor’s degree in Finance, Economics, or related field.
- Typically requires a minimum of 3 years of experience in investment-related field.
- Strong analytical skills, attention to detail, and the ability to work in a fast-paced environment while managing multiple priorities.
- Advanced Excel proficiency and familiarity with Bloomberg or other portfolio software tools.
- Strong communication skills for presenting analysis and collaborating with internal stakeholders.
Nice To Haves
- Progress toward graduate degree or professional designation preferred (MBA, CFA, CPA).
- Programming or BI tool experience is a plus.
Responsibilities
- Performing detailed analysis of portfolio performance, exposures, and risk factors across strategies, benchmarks, and asset classes.
- Assisting in the preparation of forward-looking scenario analysis and stress testing that support investment decisions.
- Monitoring liquidity, guideline compliance, and quantitative risk metrics to ensure alignment with investment policy.
- Developing and maintaining key risk and return metrics for internal stakeholders, including senior management and business partners.
- Benchmarking portfolio investments against market indices and peer groups; preparing attribution analysis and interpreting variance drivers.
- Ensuring accuracy, timeliness, and integrity of performance reporting and analytics.
- Managing relationships with other portfolio managers, traders, and analysts within the firm in support of investment decisions and ad hoc analysis.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) retirement plan with company match
- Short-term & long-term disability insurance
- Paid time off and corporate holidays
- Paid parental leave
- Company-paid life insurance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
