CNO Financial Group Portfolio Analyst HYBRID Carmel, IN in Carmel, Indiana
CNO Financial Group is hiring a Portfolio Analyst to provide top down portfolio analysis identifying potential investment risks and opportunities.
This is your opportunity perform detailed analytical and statistical review of investment performance at the investment asset class, strategy composite and account portfolio levels.
As a Portfolio Analyst, your responsibilities will include:
Compilation and construction of Microsoft PowerPoint presentations.
Responsible for all detailed analytical and evaluative review of specific investments, historical market data and portfolio performance.
Provide top down analysis of portfolio allocation.
Develop, acquire, and maintain key risk and return metrics for distribution to senior management.
Assist in the development and tracking of impactful, environmental and, social investing strategies.
Benchmark portfolio investments to market indices and Peers Design and implement improvements to investment risk management systems.
Responsible for the accuracy of all portfolio and benchmark performance results in alignment with Executive leadership.
Manage relationships with external clients, investment banks, and other third-party investment service providers Interface with other portfolio managers, traders, and analysts within the firm in support of investment decisions.
Analyze and presents earned income by business segment for Senior Management discussions.
Effectively communicate with portfolio managers, clients, and other departments for requests and ad hoc reports on various topics.
The Portfolio Analyst position is well-suited for you if you:
Possess a strong analytical mindset, attention to detail and the ability to work in a fast-paced and demanding environment
Are proficient in Excel.
Have strong business acumen, analysis skills, written and verbal communication.
Exhibit strong organizational skills, including the ability to multi-task, prioritize and collaborate vertically and horizontally in a fast-paced environment.
Qualified candidates will have:
Bachelor’s degree in Finance, Accounting, Technology or equivalent discipline.
Three years of experience in analysis.
Progress toward graduate degree or professional designation preferred (MBA, CFA, CPA).
Prior experience in trading and/or investments strongly preferred.
Knowledge of Bloomberg preferred.
Current location in or willingness to self-relocate to within 60 miles miles of Carmel, IN or Chicago, IL.
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 look forward to working together again. Candidates for this role need to reside within a 60 mile radius of the Carmel, IN corporate office for this role.
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 CNOinc.com.
Category: Investment Finance
Additional Locations: Birmingham, AL; Milwaukee, WI; Carmel, IN; Philadelphia, PA; Chicago, IL; Orlando, FL