Investment Research Analyst at American Family Insurance Group

Cincinnati, Ohio, United States

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

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

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