Share this Job

Date: Dec 16, 2018

Location: West Des Moines, IA, US, 50266

Company: Sammons Financial Group

Sammons Financial Group offer some of today’s most sought after life insurance, annuity, and retirement planning products. As a privately held company, our leaders and employees remain consistently focused on long-term growth, making decisions that allow us to deliver on our commitments to customers, distribution partners, our employees, and our communities. Individually, our companies provide value in the products and services they offer. Together we represent a history of strength and longevity.

 

As an Investment Analyst, you assist the Corporate Investment group with preparing and performing risk governance on private and structured securities, preparing comparative investment analysis and developing analytical approaches to portfolio benchmarking and performance. This requires a deep understanding of asset securitization and all structured asset classes. This position will work closely with the business units to implement service improvements.

  1. Perform investment risk governance on private and structured securities.
  2. Develop a deep understanding of asset securitization and all structured asset classes.
  3. Assist in preparing comparative investment analysis across peers and the industry.
  4. Work closely with the business units to implement service improvements.
  5. Develop analytical approaches to portfolio benchmarking and performance.
  6. Assist in debt capital market initiatives.

 

We offer:

Casual dress which includes jeans. 

Core business hours are M-Th 7:30am -5pm, Fridays 7:30am-12:30— Friday Afternoons off all year long

Great benefits and PTO including medical, dental, vision, wellness plan, charitable giving programs, education assistance… to name a few!

ESOP- A retirement plan completely funded by the company!

Rich culture- driven by private ownership and intentional leadership.

 

QUALIFICATIONS

  • Bachelor’s degree required, emphasis in Finance, Accounting, Actuarial, Economics or Mathematics
  • CFA designation preferred, or pursuit of a CFA 
  • Three plus years of related experience with significant experience in analytical work of any kind
  • Strong analytical skills and the ability to take data from several sources and organize, validate and analyze the data
  • Must be able to work in a collaborative team environment within and outside of Corporate Investments and the ability to work in a positive fashion toward common organization goals
  • Excellent oral and written communication skills required
  • Must have a high level of self-initiative, confidence and be a self-starter
  • Must demonstrate humility and strong adherence to teamwork and collaboration
  • Strong PC proficiency with excellent Excel and PowerPoint skills required
  • Excellent time management skills are necessary

 


Nearest Major Market: Des Moines

Job Segment: Investment, Accounting, CFA, Finance

Find similar jobs: