Jobs · Finance · Missouri

Investment Analyst

Shelter Insurance Companies · Greater Columbia, Missouri Area · 2 wk ago
Finance$79k–$101k/yrFull-time

About the role

Research, analyze and prepare investment reports as key member of team responsible for managing $6.5 billion of insurance and pension assets.

Responsibilities

  • Ensure accuracy of transaction and reporting data on one or more asset classes, including fixed income, public equity and alternative investments
  • Participate in monitoring internally managed assets and external managers across asset classes
  • Active participant in prospective research and diligence of new investment opportunities
  • Prepare various reports and analyses for presentation to Investment Committee
  • Develop analytical reports, maintain accuracy of various files and records systems related to the Companies' portfolios
  • Suggest monitoring process improvements and proactively seek to implement them
  • Execute approved purchase and sale transactions
  • Prepare information and reports for regulators, auditors and other internal departments as required

Qualifications

  • Intellectual curiosity and passion for institutional asset management required
  • BA or BS in Analytical field required
  • Progress toward MBA, CFA and/or other relevant investment certification
  • Effective written and verbal communication skills
  • Ability to maintain positive relationships with internal and external partners
  • Knowledge of various institutional asset classes
  • Exposure or expertise of working with a specific asset class, such as private equity or public fixed income
  • 3-5 years of relevant investment experience typically required
  • Experience with Microsoft Office, especially Excel. Advanced knowledge of financial spreadsheet functionality
  • Strong organizational skills, with the ability to handle multiple detailed tasks simultaneously with high degrees of precision
  • Experience with investment management accounting and information software (i.e., Clearwater, Bloomberg)
  • Ability to perform essential functions of the position, with or without a reasonable accommodation

Benefits

  • Health, Dental, Voluntary Vision and Prescription Drug Insurance
  • Savings and Profit Sharing 401(k)
  • Paid Time Off for Sick and Personal Leave, Vacation and Holidays
  • Vitality Wellness Program
  • "Dress for Your Day" Dress Code
  • Flexible Scheduling

Pay: $78,949 - $101,055 / year minimum starting pay

Location: Corporate Office – Columbia, Missouri

Apply by: 09/04/2026

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