Investment Analyst

Woodmen • Omaha, NE, United States • $200k - $250k / year • 3w ago

WoodmenLife Home Office, 1700 Farnam Street, Omaha, Nebraska, United States of America Req #296

Saturday, October 26, 2024

WoodmenLife is looking for an Investment Analyst to join our team!

We are currently searching for an Investment Analyst to join our team. The Investment Analyst supports and initiates effective selection of publicly-traded and privately-held investments. They provide key data and reports for accurate financial statement reporting; ensure accurate compliance reporting and analysis; aid in completing audit requests and A.M. Best reporting; and support Investment Accounting reporting and/or the preparation of asset and economic data in cash flow forecasting.

WoodmenLife is one of the best places to work in Omaha with over 130 years of service. As a member of the WoodmenLife family, you’re joining others who share your commitment to family, community, and country. Through WoodmenLife, you’ll have opportunities to give back locally and honor those who make an impact. As a not-for-profit life insurance company, we’ve been helping to protect the financial future of families, making a difference in hometowns across America since 1890. We offer a variety of benefits ranging from health, dental, vision, 401K, life insurance, and much more. Apply today to learn more!

We are looking for someone to:

Analyze capital markets and assess risk and reward, on a daily basis, to help identify appropriate security purchases or sales for the internally managed investment portfolio.
Support the investment acquisition process through brokers and electronic platforms.
Evaluate portfolio holdings for regulatory and statutory compliance.
Prepare 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.
Help prepare and reconcile internal and external financial records; investigate discrepancies with the financial statement reports.
Collect and prepare data to assist in the audit process of the investment portfolio.
Collect and prepare data for internal cash flow forecasts.
Demonstrate commitment to and priority for the position as a career rather than a job.
Employ critical thinking skills and engage in life-long learning.
Utilize strong analytical skills necessary to critique and interpret complex data.
Be a self-starter, able to function at maximum productivity on a consistent basis with little oversight.
Show willingness to continually seek process and strategy improvements.
Be willing to perform tasks at any level as needed and/or assigned by management.
Work effectively under significant time pressure.
Communicate well (including the ability to listen and question); articulate information clearly and succinctly in a variety of settings and to differing audiences.
Be comfortable with constructive feedback and recommendations from division and department managers.
Accept change and adapt to it, understanding that change is beneficial.
Work well in a team-oriented environment.
Display professionalism and diplomacy in all contacts and be committed to the highest ethical standards.
Meet expectations for attendance and punctuality in accordance with the expectations established by your supervisor and WoodmenLife policy.

Minimum Technical Qualifications

BA/BS degree in business or finance and 1+ years’ experience in fixed income and/or statutory financial statements.
Understanding of Asset-Liability Management.
CFA charter designation, or progress towards that designation.
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, including early mornings to ensure timely trades, availability for business resumption tests, and working on market open days when WoodmenLife is closed.

As part of WoodmenLife’s employment process, candidates will be required to complete a criminal background check, credit check (where required for position), fingerprint check (where required for position), drug screen, and reference checks. Any offer of employment will be contingent upon successfully passing the above.