Portfolio Analyst – Investments

5 hours ago

🤠 Texas – Remote

Although this job is listed in Texas, this company may be open to hiring remote in other states.

💵 $85k - $95k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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The Standard

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Insurance • Finance • HR Tech

The Standard is a comprehensive provider of insurance, retirement, and investment products and services, targeting individuals, families, businesses, and organizations. Based in Portland, Oregon, and part of the StanCorp Financial Group, Inc. , The Standard offers products such as life and disability insurance, annuities, vision and dental coverage, and retirement plans. Their solutions aim to facilitate financial wellness and enable effective benefits administration, catering to clients of all sizes. The company is renowned for its people-first commitment and innovative partnerships, contributing to a seamless customer experience.

1001 - 5000 employees

Founded 1906

💸 Finance

👥 HR Tech

📋 Description

• Conducting thorough portfolio-level analytics and delivering insightful performance reports • Collecting, processing, and ensuring accuracy of security-level data and trade entries • Focus on fixed-income market research and preparation of a weekly tactical report • Managing and validating investment data and spearheading process enhancements • Responding to organizational data requests and engaging in vendor selection

🎯 Requirements

• Bachelor’s degree in Finance, Business, Mathematics, or a related field • Minimum of four years’ relevant experience in principal investment or capital markets environments • Strong financial modeling and analytical abilities within an investment or capital market setting • Familiarity with fixed income investments such as corporate bonds, structured securities and private placements • 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 (FactSet, Aladdin, Bond Edge, etc.) • Project management experience • Experience with Power BI or similar data visualization tools

🏖️ Benefits

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions • An annual incentive bonus plan • Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure • A supportive, responsive management approach and opportunities for career growth and advancement • Paid parental leave and adoption/surrogacy assistance • An employee giving program that double matches your donations to eligible nonprofits and schools