Investment Research Analyst at American Family Insurance Group

Cincinnati, Ohio, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, Investment Management, Property and CasualtyIndustries

Requirements

Bachelor’s degree in Business, Finance, Economics, or a related field
Generally, 0-5 years of experience in fixed income research or credit analysis
Completion of or continuing progress toward a professional Chartered Financial Analyst (CFA) designation is a plus
Proficiency in Excel is required; Experience in Bloomberg is a plus
Strong technical, written and communication skills, highly articulate and able to explain complex concepts clearly
Intellectual curiosity and a genuine interest in financial markets
Strong attention to detail and the ability to prioritize multiple tasks in a fast-paced environment
Ability to work both independently and as part of a team

Responsibilities

Conduct independent investment/credit analysis primarily on leveraged loans, as well as other investments
Monitor and assess macroeconomic trends, interest rate movements, and sector-specific developments to inform investment strategy
Build and maintain historical financial summaries and financial models to evaluate potential investment opportunities
Provide write-ups and recommendations to the investment committee
Collaborate with portfolio managers and traders to identify relative value opportunities and optimize portfolio construction
Work closely with senior analysts to research, analyze and monitor various companies and industries
Review financial statements and audits to assess financial health
Monitor market trends and stay current on company performance to evaluate creditworthiness

Skills

Key technologies and capabilities for this role

financial analysiscredit analysisfinancial statementsauditsmarket trendsfixed incomesecured debtequityalternative assets

Questions & Answers

Common questions about this position

Is this a remote position or does it require office work?

The role is hybrid, with the individual working 4 days in the office and 1 day from home in Cincinnati, OH.

What experience level is required for the Investment Research Analyst role?

Generally, 0-5 years of experience in fixed income research or credit analysis is required.

What are the key skills needed for this position?

Proficiency in Excel is required, with experience in Bloomberg as a plus. Strong technical, written, and communication skills are also essential.

What is the company culture like at AMMC?

AMMC combines a 'small company' culture where ideas are heard with 'big company' expertise. They value diverse backgrounds and experiences to create an inclusive workplace where employees feel empowered.

What education and certifications are preferred for this role?

A Bachelor’s degree in Business, Finance, Economics, or a related field is required. Completion of or progress toward a CFA designation is a plus.