Investment Associate - Sammons Financial Group Asset Management

What You Can Expect In This Role

Assist with the oversight and management of outsourced investment mandates for Sammons Financial Group Asset Management (SFGAM) by supporting quantitative and qualitative analysis and research for assigned strategy mandates. Maintain portfolio analytics, reporting packages, and quantitative surveillance tools. Support analysis for investment recommendations, key exposures, and risks for assigned strategy mandates. This role will be subject to an SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions.

• Support ongoing oversight of external investment managers through quantitative and qualitative analysis under the direction of the SFGAM Portfolio Management team.
• Assist in the underwriting and assessment of new fixed‑income investment opportunities with external managers in collaboration with the SFGAM Portfolio Management team.
• Create and maintain portfolio analytics, reporting packages, and quantitative surveillance tools to support the SFGAM Portfolio management team.
• Develop an understanding of key factors that can impact the value of SFGAM’s investments, including, but not limited to, nationally recognized statistical rating organization (NRSRO)/ National Association of Insurance Commissioners (NAIC) rating methodology, regulatory impacts, capital requirements, and drivers of industry, sector, and issuer fundamentals throughout the credit cycle.
• Develop and maintain strong working relationships with internal investment team members, external managers, and team members throughout Sammons Financial Group Companies.
• Develop and strive to continually improve investment processes and oversight of the portfolio and third‑party asset managers.
• Communicate with external asset managers as necessary to support the SFGAM Portfolio Management team.
• Commit to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Participate in other initiatives and/or projects as necessary.

• Bachelor’s Degree in Finance or related field of study (Preferred)
• Minimum 3 years’ of relevant experience in insurance asset management, fixed income investing, or related roles (Preferred)
• Experience in fixed income markets and credit analysis (Preferred)
• Experience with Bloomberg software (Preferred)
• Strong quantitative and qualitative analytical skills and the ability to take data from several sources and organize, validate, and analyze data
• Intellectually curious nature and positive attitude towards learning new or complex topics
• Excellent ability to work in a collaborative team environment within and outside of SFGAM
• Strong ability to ask questions and show engagement in meetings within and outside of SFGAM
• Excellent oral and written communication skills
• Excellent attention to detail, self‑initiative, and team player
• Strong technical proficiency in Excel and Power Point
• CFA designation (Preferred)

• Due to the financial nature and level of accountability of this position, a credit and criminal background check is required – The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application.
  
  Such report may include information about work‑related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records
• This role will be subject to a SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions.

USD $77,019.00 - USD $ /Yr.