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CNO Financial Group Investment Analyst in Carmel, Indiana

CNO Financial Group’s 40|86 Advisors are hiring an Investment Analyst for detailed analytical and evaluative review of investment data, historical market data and portfolio performance.

Responsible for

This is your opportunity to recommend improvements on existing investment reporting and risk infrastructure.

As an Investment Analyst , your responsibilities will include:

  • Benchmark portfolio investments to market indices and Peers.

  • Interface with portfolio managers, traders, and analysts within the firm in support of investment decisions.

  • Create and analyze earned income by business segment.

  • Effectively communicate with portfolio managers, clients, and other departments for requests and ad hoc reports on various topics.

  • Effectively communicate the results of the investment activity period by period and provide insights to management.

The Investment Analyst position is well-suited for you if you:

  • Have a strong business acumen, analysis skills, written and verbal communication.

  • Are highly organized with outstanding problem-solving skills.

  • Work well directly with business partners and executives.

  • Possess integrity and are eager to be a part of a progressive culture that embraces diverse opportunities.

Qualified candidates will have:

  • Bachelor’s degree in Accounting, Finance, or relevant field of study.

  • Three years of relevant experience in a professional office environment.

  • Qualitative and Quantitative orientation.

  • Bloomberg Experience a preferred but not required.

  • Proficiency in Microsoft Word and Excel.

At this time, CNO is not mandating its associates to be vaccinated against COVID-19 as a condition of employment. However, this is an evolving situation, in the future CNO may require its associates to be vaccinated as a condition of employment, subject to reasonable accommodations required by applicable law.

CNO Financial Group offices reopened in April 2022 and we will be pursuing a hybrid working model. Associates who live within a 60 mile radius of a corporate office (Birmingham, Chicago, Philadelphia, Orlando and Milwaukee) will have access to come into that Office up to 2 days/week, and work from home at least 3 days/week.

CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial decisions.

We are financially strong and well positioned for continued growth, and we are grounded in our core values of Diversity, Equity & Inclusion (DE&I); Integrity, Customer Focus, Excellence, and Teamwork. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Philadelphia, Orlando and Milwaukee.

At CNO Financial Group, we’re always looking forward—to the security and stability we help create for our insurance brands’ customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.

If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit

ReqID: POS-20138

Category: Investment Finance

Job Type: Full-Time