Sr Investment Professional

WoodmenLIfe•Omaha, NE

8d•Hybrid

About The Position

WoodmenLife is looking to hire a Sr Investment Professional to join our team! In this role, you will be an integral part of the Securities Team. Supports and initiates effective selection of publicly-traded and privately-held investments. Provides key data and reports for accurate financial statement reporting; ensures accurate compliance reporting and analysis; aids in completing audit requests and A.M. Best reporting; and supporting Investment Accounting reporting and/or supporting the preparation of asset and economic data in cash flow forecasting. WoodmenLife is one of the best places to work in Omaha, with more than 135 years of service rooted in purpose and community. Since 1890, WoodmenLife has been dedicated to helping hardworking Americans secure their families’ financial futures and leave a lasting legacy. As a purpose‑driven, not‑for‑profit life insurance company, our commitment is to our members and the communities they call home. As a member of the WoodmenLife family, you’ll join others who share a commitment to family, community, and country.

Requirements

Commitment to and priority to the position as a career rather than a job
Employs critical thinking skills and engages in life-long learning
Employs strong analytical skills necessary to critique and interpret complex data.
Is a self-starter, able to function at maximum productivity on a consistent basis with little oversight.
Willingness to continually seek process and strategy improvements
Willingness to perform tasks at any level as needed and/or assigned by management
Ability to work under significant time pressure
Communicates well (including the ability to listen and question); able to articulate information clearly and succinctly in a variety of settings and to differing audiences.
Comfortable with constructive feedback and recommendations from division and department managers.
Accepts change and adapts to it, understands that change is beneficial
Ability to work well in a team-oriented environment
Displays professionalism and diplomacy in all contacts and is committed to the highest ethical standards
Meets expectations for attendance and punctuality in accordance with the expectations established by your supervisor and WoodmenLife policy.
BA/BS degree in business or finance and 7+ years’ experience in fixed income and/or statutory financial statements
Understanding of Asset-Liability Management
Proficient use of MS Office (Excel, Word, Access)
Knowledgeable about software systems such as PAM for Investments, BondEdge, Bloomberg and various online VPNs
Ability to work hours needed to achieve business results. This includes but is not limited to working early mornings to ensure trades are completed timely, being available to perform business resumption tests and working days in which the market is open and WoodmenLife is closed.
Applicants must be currently authorized to work in the United States on a full-time basis.

Nice To Haves

CFA charter designation, or progress towards that designation.

Responsibilities

Analyzes capital markets and assesses risk and reward, on a daily basis, to help identify appropriate security purchases or sales for the internally managed investment portfolio.
Supports the investment acquisition process through brokers and electronic platforms.
Evaluates portfolio holdings for regulatory and statutory compliance.
Prepares data for internal and external customers, through the use of a variety of software packages, including State Street Global Exchange’s Investment Accounting systems (PFI), BondEdge, and Bloomberg.
Helps prepare and reconcile internal and external financial records; investigates discrepancies with the financial statement reports
Collects and prepares data to assist in the audit process of the investment portfolio.
Collects and prepares data for internal cash flow forecasts.
Performs other duties as assigned by management.