Investment Associate - Sammons Financial Group Asset Management

About the role

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.

Responsibilities

• Support ongoing oversight of external investment managers through quantitative and qualitative analysis under the direction of the SFGAM Portfolio Management team.
• Aid 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.

Requirements

• Bachelor's Degree in Finance or related field of study
• Preferred: Minimum 3 years' of relevant experience in insurance asset management, fixed income investing, or related roles
• Preferred: Experience in fixed income markets and credit analysis
• Preferred: Experience with Bloomberg software
• 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
• Excellent oral and written communication skills
• Excellent attention to detail, self-initiative, and team player
• Strong technical proficiency in Excel and PowerPoint
• CFA designation Preferred

Qualifications

• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity)
• Attendance and Punctuality policy: Regular attendance is required and expected in order to meet the business service levels and workflow demands
• Participation 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
• Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
• Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays
• Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
• Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you

Pay

Salary Range Information: USD $77,019.00 - USD $128,365.00 /Yr.

Schedule

Not specified

Skills

Not specified

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
• Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
• Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays
• Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
• Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you