Investment Analyst, Multi-Sector - Hybrid, Farmington, CT

Overview

An investment management firm is seeking an Investment Analyst to support the growth and management of its multi-sector investment portfolio. This role involves working closely with the investment team to oversee day-to-day management of affiliated general account portfolios and enhancing the platform of investment tools used for portfolio strategy analysis. This position is hybrid and based in Farmington, Connecticut.

Responsibilities

• Manage day-to-day operations of affiliated general account and unaffiliated client portfolios.
• Maintain and improve investment analysis tools and platforms.
• Continuously evaluate and enhance investment processes to improve efficiency, accuracy, and performance.
• Implement best practices and innovative solutions to streamline workflows and optimize investment decision-making.
• Stay informed on emerging industry trends and themes in insurance asset management.
• Conduct ad-hoc research projects aimed at portfolio enhancement.
• Collaborate with internal reporting teams to develop and improve portfolio positioning and performance reports.

Requirements

• Bachelor’s degree in economics, finance, mathematics, or a related quantitative field.
• 2-5 years of relevant experience as a multi-sector investment analyst, preferably within insurance or asset management.
• Strong interest and experience in financial markets, especially fixed income markets (public and private).
• Proficiency in Microsoft Office Suite and programming languages such as Python and SQL.
• Ability to work cooperatively within a small team and communicate ideas effectively.
• Strong work ethic with the ability to meet deadlines and adapt to shifting priorities.
• Excellent written and verbal communication skills.
• High school diploma or GED required.

Preferred Qualifications

• Knowledge of capital frameworks for US- and Bermuda-domiciled insurance carriers.
• Progression towards CFA or MBA designation.

Compensation & Benefits

• Salary range: $109,600 – $148,300 plus eligibility for an annual bonus program.
• Hybrid telecommuting arrangements.
• 401(k) plan with immediate vesting and company matching up to 6%.
• Paid time off including vacation, sick time, flex days, and ten paid holidays.
• Company matching for charitable giving.

Location

• Hybrid role based in Farmington, Connecticut.

Additional Information

• Applicants must be authorized to work in the United States at the time of hire and maintain authorization throughout employment.
• The organization requires employees working remotely to have a minimum internet speed of 100 Mbps download and 20 Mbps upload, using fiber, cable, or DSL connections. Satellite, cellular broadband, wireless technologies, or dial-up connections are not permitted.
• Candidates will be required to participate in video interviews and identity verification steps to ensure secure and fair hiring practices.