At The Standard, you’ll join a team focused on putting our customers first.
Our continued success is driven by a high-performance culture. We’re looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what’s right – across the company and in our local communities.
We offer a caring culture where you can make a real difference, every day.
Ready to reach your highest potential? Let’s work together.
What You’ll Do:
As a Portfolio Analyst, you are a member of our Investment Management team. You will work with a cross-section of professionals, including, Principal Investment Professionals, Actuaries, Accountants, and Product Development Teams to optimize investment outcomes for both public and private investment strategies.
Portfolio Analysts are primarily responsible for:
- Lead analysis in support of benchmarking, reporting, performance and attribution analysis, surveillance, and compliance testing
- Lead efforts for the investment management team to review, assess and implement improvements of credit and investment analytical tools.
- Operate Bloomberg Terminal, FactSet Workstation, S&P Global, ICE Index Platform, Barclays Live, and other service providers to facilitate internal data distribution, reporting and market intelligence.
- Provide support to portfolio management team including trade tracking and input, cash flow monitoring, new-issue deal sourcing and various other tasks. Serve as a liaison between portfolio management and investment operations teams, responding to data requests from various teams across the organization.
- Provide fixed-income market research and weekly tactical report to inform portfolio management and investment decisions.
- Improve operational efficiencies enable portfolio optimization, data integrity and reporting accuracy.
- Develop new tools to streamline and automate processes.
- Vendor searches, due diligence and relationship management.
- Perform ad-hoc analyses in response to market events, new business needs and special projects.
The Knowledge, Skills and Abilities You’ll Need:
- Strong analytical and problem-solving abilities. You see what is possible and change organize a plan. You are excited to solve problems creatively and help your team manage through changing priorities.
- Capable of mining data and conducting critical analysis of essential information for process enhancement and change management. You use data to guide critical analysis, decisions and strategies.
- Demonstrated strong financial modeling & analytical skills applied in an investment or capital market business environment, with some expertise in United States capital markets.
- Provide responsive, thoughtful, and clear communication to your team and business partners that enables collaboration and continued relationship building.
- Thrive in a fast-paced, changing environment and proven ability to navigate pressure with a positive, solution-oriented, mindset.
Job Specifications:
- Education: Bachelor’s degree in Finance, Business, Mathematics or related field.
- Experience: 2+ years of relevant work experience in a principal investment business or a capital markets business.
- Professional certification: Progress toward or interest in obtaining CFA is a plus.
Preferred qualifications:
- Familiarity with Bloomberg and one of the major fixed-income analytics software programs (FactSet, Aladdin, Bond Edge, etc.)
- Project management experience.
- Experience with Power BI or other data visualization tools.
- Proficiency in Python or other programing languages.
#LI-REMOTE
Please note - the salary range for this role is listed below. In addition to salary, our package includes incentive plan participation and comprehensive benefits including medical, dental, vision and retirement benefits, as well as an initial PTO accrual of 164 hours per year. Employees also receive 11 paid holidays and 2 wellness days per year.
Salary Range:
90000
Positions will be posted for at least 5 days from original posting date.
Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.
