Investment Analyst

🕒 July 30

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F&G

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1959

🛡️ Insurance

💸 Finance

🏢 Enterprise

Insurance • Finance • Enterprise

F&G is a company that provides a portal for sales agents to manage their accounts and access resources. The SalesLink agent portal requires users to log in with their agent ID and password, offering features for password management and security protocols. F&G seems to focus on providing services and support for sales agents, possibly in the insurance or financial industry, as suggested by the email domain 'fglife. com'.

📋 Description

• Support the Director, Investments in producing investment related deliverables • Research new investment ideas, strategic- and tactical asset allocation, and manage the portfolio • Assist in the development and evaluation of investment strategies • Provide support for senior members of the Investments team in evaluation of information • Coordinate, automate and manage consolidated reporting for the investment portfolio • Help communicate investment directives to external asset managers • Liaise with Treasury/Middle Office/Investment Accounting to ensure trade activity is flowing appropriately • Improve operational efficiency of the cash management process • Manage the investment data process; automate existing processes; integrate various systems • Collaborate cross-functionally across departments to communicate investment activity • Provide ad-hoc analytical requests

🎯 Requirements

• Bachelor’s degree in mathematics, economics, investments or related field. • 1-3 years of investment-related experience • Expertise in analytic systems linkage and report automation • CFA and/or ASA designation preferable • Strong capabilities required in MS Excel and Powerpoint; familiarity with Access/database, SQL, VBA, Bloomberg and FactSet (or similar) • Strong capabilities preferred in Bloomberg, BlackRock Aladdin, Clearwater

🏖️ Benefits

• Ability for in-office, hybrid and remote work arrangements • Compliance with federal and state disability laws and reasonable accommodations for applicants and candidates with disabilities