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