Position Overview
As a senior analyst, you will play a crucial role in analyzing and solving complex investment and financial challenges for our clients and prospects. Your work will also extend to researching and developing new tools, enhancing our capabilities, and identifying market opportunities.
Our dynamic Insurance Solutions team at Conning is dedicated to designing innovative investment strategies and financial solutions tailored to the unique needs of insurers. Work with the Insurance Solutions team to leverage financial modeling, proprietary portfolio optimization, and quantitative tools to develop long-term investment strategies that drive success. We value collaboration, client service, idea generation, and professional development.
(Management retains the discretion to add or change the duties of the position at any time.)
Essential Responsibilities – describe the major responsibilities of this position. Please include an estimate of the % of time spent on each responsibility.
Insurance Company Engagement (50%)
- Collaborate closely with team members to craft customized investment strategies for our clients.
- Contribute to new business initiatives by recommending investment strategies using Conning’s proprietary tools.
Research & Development (35%)
- Innovate and develop new tools to advance the firm's capabilities.
- Optimize team processes for increased efficiency.
- Support various projects and initiatives as needed to contribute to the team's success.
Technical Skills (15%)
- Develop proficiency with the company’s financial modeling tools.
- Collect and structure data necessary for financial model creation.
Requirements
- Bachelor's degree in Finance, Economics, or related field.
- At least 3 years of relevant experience in investment management and/or financial services.
- CFA designation or active pursuit thereof is highly regarded.
- Good understanding of the investment needs and constraints specific to insurers.
- Proficiency in Microsoft Office suite and a good grasp of capital markets and insurance principles.
- Exceptional analytical skills, both quantitative and qualitative.
- Professional demeanor, excellent organizational and time management capabilities, with a knack for thriving under pressure and handling multiple tasks simultaneously.
- A collaborative spirit with a willingness to share ideas and contribute to the team's creative process.
No direct or indirect reports.
Commitment To Diversity, Equity And Inclusion
Our company embraces the principles of diversity, equity and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them.
If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
