Portfolio Analyst-Investments

The next part of your journey is right around the corner — with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment.

Are you ready to make a difference?

The Portfolio Analyst plays a pivotal role within the Investment Management team, contributing to a dynamic and collaborative environment. Core responsibilities encompass conducting thorough portfolio-level analytics and delivering insightful performance reports. The position also involves collecting, processing, and ensuring the accuracy of security-level data and trade entries. A key focus is placed on fixed-income market research and the preparation of a weekly tactical report to inform and enhance investment strategies.

Additional responsibilities include managing and validating investment data, spearheading process enhancements, responding to organizational data requests, and engaging in vendor selection, due diligence, and ongoing relationship management. In this capacity, the Portfolio Analyst partners closely with principal investment professionals, actuaries, accountants, and product development teams, all working together to achieve optimal investment outcomes across public and private strategies.

Note: Ability to work in Eastern Time Zone is a requirement of the role.

• Lead analysis initiatives to support benchmarking, reporting, performance and attribution analysis, surveillance, and compliance testing.
• Lead efforts guiding the investment management team in evaluating, enhancing, and implementing credit and investment analytical tools. Utilize platforms such as Bloomberg Terminal, Fact Set Workstation, S&P Global, ICE Index Platform, Barclays Live, and other service providers to ensure effective data distribution, reporting, and market intelligence.
• Provide essential support to the portfolio management team, including trade tracking and entry, cash flow monitoring, new-issue deal sourcing, and related tasks. Act as a liaison between portfolio management and investment operations to ensure seamless communication and workflow.
• Lead efforts to enhance operational efficiencies, supporting portfolio optimization, data integrity, and precise reporting. Innovate by developing tools that streamline and automate key processes.

• Education:
  
  Bachelor’s degree in Finance, Business, Mathematics, or a related field is required.
• Experience:
  
  Minimum of four years’ relevant experience in principal investment or capital markets environments.
• Candidates must exhibit strong financial modeling and analytical abilities within an investment or capital market setting, complemented by expertise in the United States capital markets. The position demands keen attention to detail, self-motivation, and a collaborative approach to teamwork.
• Familiarity with fixed income investments such as corporate bonds, structured securities and private placements.
• Professional Certification:
  Progress toward, or a demonstrated interest in, obtaining the CFA designation is highly valued.
• Familiarity with Bloomberg and at least one major fixed-income analytics platform (Fact Set, Aladdin, Bond Edge, etc.).
• Project management experience.
• Experience with Power BI or similar data visualization tools.

• Driving Success: Acts with urgency, pursues ambitious goals and shows resilience in the face of obstacles and setbacks. Independently drives work forward and takes responsibility for achieving job requirements, tasks and objectives.
• Adaptability: Sees possibilities in changing circumstances, accepts and understands change and alters behavior as necessary. Demonstrates flexibility by willing accepting new situations such as teams, projects or work processes.
• Winning Together: Actively…