Investment Risk & Performance Analyst - ONSITE; Carmel

Investment Risk & Performance Analyst

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.

• Perform detailed analysis of portfolio performance, exposures, and risk factors across strategies, benchmarks, and asset classes.
• Assist in the preparation of forward-looking scenario analysis and stress testing that support investment decisions.
• Monitor liquidity, guideline compliance, and quantitative risk metrics to ensure alignment with investment policy.
• Develop and maintain key risk and return metrics for internal stakeholders, including senior management and business partners.
• Benchmark portfolio investments against market indices and peer groups; prepare attribution analysis and interpret variance drivers.
• Ensure accuracy, timeliness, and integrity of performance reporting and analytics.
• Manage relationships with other portfolio managers, traders, and analysts within the firm in support of investment decisions and ad hoc analysis.

• Strong analytical skills, attention to detail, and ability to work in a fast-paced environment while managing multiple priorities.
• Advanced Excel proficiency and familiarity with Bloomberg or other portfolio software tools.
• Strong communication skills for presenting analysis and collaborating with internal stakeholders.

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

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

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.