Job summary
Job post source
This job is directly from Security Benefit
Job overview
The Portfolio Analyst role at Security Benefit supports the investment grade fixed income directive by assisting portfolio managers and contributing to investment analysis and portfolio management.
Responsibilities and impact
The analyst will assist with trade staging, compliance checks, financial analysis, due diligence, portfolio management, collaboration with multiple teams, performance analysis, reporting, and articulating investment processes.
Compensation and benefits
The position offers a competitive salary, annual incentive bonus, 33 days of paid time off, paid parental leave, medical, dental, vision insurance, 401k with company match, profit sharing, and disability insurance.
Experience and skills
Candidates should have a bachelor's degree in Finance, Accounting, Economics or related fields, proficiency in quantitative and financial analysis, strong Microsoft Office skills, and desirable traits include being organized, self-motivated, intellectually curious, and possessing strong communication skills; CFA or MBA pursuit is preferred.
Career development
There are opportunities for growth through mentorship with seasoned professionals and a clear career path toward trading, credit analysis, and portfolio management roles.
Work environment and culture
Security Benefit fosters a hybrid work environment with both remote and on-site work, emphasizing a team-oriented approach and strong work ethic.
Company information
Security Benefit is a leader in the U.S. retirement industry for over five decades, providing annuities, mutual funds, and retirement programs nationwide through a broad advisor network and recognized money managers.
Team overview
The role involves collaboration with portfolio managers, analysts, traders, and multiple internal teams including Operations, Performance, Investment Accounting, and Legal.
Job location and travel
The position is based in Des Moines, Iowa, with a hybrid work environment combining remote and on-site work.
Application process
Applicants are encouraged to visit the Security Benefit careers website to apply and submit their resume.
Unique job features
The job offers unique opportunities to work across multiple asset classes, engage in detailed financial analysis and due diligence, and participate in a progressive, nationally recognized company.
Company overview
Security Benefit is a financial services company specializing in retirement planning and investment solutions. They generate revenue through the sale of annuities, mutual funds, and other investment products aimed at helping individuals and institutions achieve financial security. Founded in 1892, the company has a long history of innovation in financial products and services, and it is headquartered in Topeka, Kansas. Security Benefit is known for its strong commitment to customer service and its strategic partnerships with financial advisors and institutions.
How to land this job
Position your resume to highlight your experience or coursework in finance, investment analysis, and portfolio management, emphasizing skills relevant to fixed income and credit analysis as described in the job posting for Security Benefit.
Focus on showcasing your quantitative skills, financial modeling proficiency, and familiarity with portfolio analytics, ensuring to mention your expertise with Microsoft Excel and any experience with trade support or compliance processes.
Apply through multiple channels including Security Benefit’s official career site at www.securitybenefit.com/careers and LinkedIn to maximize your reach and visibility for the Portfolio Analyst role.
Connect with current Security Benefit employees in the Investments Department on LinkedIn; start conversations by referencing recent company news, expressing your enthusiasm for their investment strategies, or asking about their experience with the hybrid work environment.
Optimize your resume for ATS by incorporating keywords from the job description such as 'portfolio management,' 'trade execution,' 'financial analysis,' 'compliance checks,' and 'investment risk assessment' to improve your chances of passing automated screening.
Use Jennie Johnson’s Power Apply feature to automate tailored resume customization, identify all relevant application portals, and discover LinkedIn connections within Security Benefit, allowing you to focus your time on networking and interview preparation.
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