*Investment Analysts

CFA Institute • New York, NY, United States • $200k - $250k / year • 4w ago

ZNA Services (New York, NY) seeks Investment Analysts to work within delegated authorities on specific assignments and coordination to achieve superior risk-adjusted returns through expert investment risk management, optimal portfolio construction, and efficient execution of Zurich's US and Canadian insurance investment portfolios.

Specific duties include:

Support Regional Investment Management team in preparation for ALMICs and other Investment reporting (25%);
Help monitor that investment decisions are implemented in a timely manner and documented properly, whilst taking into consideration any local regulatory, Zurich Risk Policy and other constraints (15%);
Support local BUs on the investment income and expense planning process (10%);
Support ad-hoc analysis of investment opportunities, investment manager selection, and business unit actions (25%);
Review the portfolio mandates (IMAs) and investment guidelines applying to internal and external asset managers to ensure effective implementation of SAA decisions (10%);
Review and monitor performance of portfolios and mandate with asset managers (15%).

Option to work remotely. Two positions are available.

Position requires:

A Bachelor's degree, or foreign equivalent, in Finance, Economics, Business Administration, Financial Engineering, or a closely related field of study, plus 5 years of experience in the job offered, or as a Senior Investment Intern, R&D Indices Intern, Accounting and Operation Intern, Investment Analyst, Portfolio Management Associate, or similar experience in finance or investment. In the alternative, will accept a Master's degree, or foreign equivalent, in Finance, Economics, Business Administration, Financial Engineering, or a closely related field of study, plus 1 year of experience in the job offered, or as a Senior Investment Intern, R&D Indices Intern, Accounting and Operation Intern, Investment Analyst, Portfolio Management Associate, or similar experience in finance or investment.

Specific experience must include:

Working in an asset management company or investment department of an insurance company reporting to a portfolio manager, financial analyst, economist, investment strategist, or risk manager;
Applying quantitative, analytical, and statistical skills to make informed investment decisions and achieve superior risk-adjusted returns;
Working with capital markets, public and private markets asset classes, risk factors, and the institutional investment value chain;
Using verbal and written communication skills to demonstrate financial results;
Working with Excel, including Excel Macro VBA, pivot tables, charts, data validation, and what-if / scenario analyses;
Working with PowerPoint, including ThinkCell, Azure, and Power BI;
Working with Bloomberg;
Programming in Python and R.

Salary: $173,555/yr.

Full-time position. Apply by submitting resumes at Zurichna.com/en/careers, Job ID: 114005.

As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time.

A future with Zurich: What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together.

Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation.

As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet.

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