Investment Risk & Performance Analyst - ONSITE; Carmel

Job Details

The stated pay range is based on a national average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus-eligible.

CNO Financial Group’s 40|86 Advisors are hiring an Investment Risk & Performance Analyst who plays a critical role in supporting portfolio managers and the investment team to drive optimal risk‑adjusted returns for the firm’s portfolios. This individual will deliver high‑quality analysis, performance monitoring, and reporting to inform investment decisions and meet client objectives.

• Performing detailed analysis of portfolio performance, exposures, and risk factors across strategies, benchmarks, and asset classes.
• Assisting in the preparation of forward‑looking scenario analysis and stress testing that support investment decisions.
• Monitoring liquidity, guideline compliance, and quantitative risk metrics to ensure alignment with investment policy.
• Developing and maintaining key risk and return metrics for internal stakeholders, including senior management and business partners.
• Benchmarking portfolio investments against market indices and peer groups; preparing attribution analysis and interpreting variance drivers.
• Ensuring accuracy, timeliness, and integrity of performance reporting and analytics.
• Managing relationships with other portfolio managers, traders, and analysts within the firm in support of investment decisions and ad hoc analysis.

• Have strong analytical skills, attention to detail, and the ability to work in a fast‑paced environment while managing multiple priorities.
• Possess advanced Excel proficiency and familiarity with Bloomberg or other portfolio software tools.
• Demonstrate strong communication skills for presenting analysis and collaborating with internal stakeholders.

• Typically requires a Bachelor’s degree in Finance, Economics, or related field.
• Typically requires a minimum of 3 years of experience in an investment‑related field.
• The ability to apply AI tools to analyze data and deliver actionable insights.

• Progress toward graduate degree or professional designation preferred (MBA, CFA, CPA).
• Programming experience in Python, etc. is preferred.

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) retirement plan with company match
• Short‑term & long‑term disability insurance
• Paid time off and corporate holidays
• Paid parental leave
• Company‑paid life insurance

This role is affiliated with the Carmel Corporate Office; candidates must reside within a 60‑mile radius and will be required to work from that office. Work may require occasional travel to other corporate offices. This role cannot be performed from outside the United States.

Pay Range: $81,000.00 - $ Annual

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Please contact us to request accommodation.

ReqID : JR170280

Job Type :
Full time