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Sr. Investment Analyst

Company: Ameritas
Location: Lincoln
Posted on: May 23, 2023

Job Description:

This is a hybrid role working partially in-office and partially from home.A unique investment analysis opportunity focused on fixed income.AtAmeritas, our mission isFulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.This position will perform fundamental analysis on both existing and potential fixed income investments. This role makes recommendations to portfolio manager(s) based on both credit analysis and relative value. The ideal candidate will be proficient in Excel and have strong communication skills. Success in this position will require maintaining knowledge on current events. Strong time management skills will be important. An ability to provide solutions to problems on your own will be important, but this position will also contribute to work in a group setting.What you doAnalyze existing and potential investments in the high yield and investment grade markets.Maintain research files on companies and industries within assigned coverage universe. Coverage may entail multiple industries. Approximately 80% of time will be spent on industry assignments.Review earnings releases, SEC filings, company presentations, rating agency and third-party research reports.Determine relative value and generate trade recommendations in accordance with investment guidelines and state statutes.Maintain effective dialogue with portfolio managers, rating agencies, brokers, and sell-side analysts.Provide trading, and trade processing support to portfolio management team.Assist in performing special investment or reporting projects as needed.Other duties as assigned.What you bringBachelor level degree in a relevant field of study required.1-2 years investment analyst experience required.Background in fixed income analysis preferred.CFA Charter holder or Candidate (Level II or III) strongly desired.Excellent written and verbal communication skillsWorking knowledge of Microsoft Word and Excel, Bloomberg Software, Python, R, and/or other programming languages desired.What we offerOur company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.Being a mutual-based organization, the return on our investment goesback into the company, to benefit our members/customers.We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities.An Equal Opportunity EmployerAmeritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences.We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Keywords: Ameritas, Lincoln , Sr. Investment Analyst, Professions , Lincoln, Nebraska

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