Investment Analyst

Recruiter
Kemper
Location
Chicago, Illinois
Salary
Exempt
Posted
02 Nov 2021
Closes
01 Jan 2022
Industry Sector
Insurance
Employment Type
Full Time
Education
Bachelors

Details

Kemper is one of the nation’s leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive. Kemper’s products and services are making a real difference to our customers, who have unique and evolving needs. By joining our team, you are helping to provide an experience to our stakeholders that delivers on our promises. 

 

Kemper has an immediate need for an experienced and motivated Investment Analyst. Individual will be primarily responsible for analyzing the credit worthiness of various fixed income issuers in the corporate bond and private placement markets and making appropriate buy, sell and hold recommendations to the portfolio managers within a relative value framework. The individual will also aid in analyzing, evaluating, and valuing the Company’s alternative investments which include private debt and equity assets.

 

PRINCIPAL DUTIES AND RESPONSIBILITIES: 

  • Analyze various fixed income issuers and alternative investments across various sectors
  • Develop and maintain written credit evaluations including issuer overview, industry and competitive analysis, financial statement analysis, relative value analysis, and other relevant information based on qualitative and fundamental factors
  • Monitor existing holdings within the fixed income portfolio and assist in the maintenance of the research database
  • Analyze deals in the primary and secondary markets
  • Make buy, sell, and hold recommendations to the portfolio managers both verbally and in writing within a relative value framework
  • Assist in the enhancement of the team’s investment research process and framework
  • Perform quarterly valuations of various private debt and private equity investments
  • Assist other teams and departments on various projects and information requests

MINIMUM JOB REQUIREMENTS: 

  • Bachelor’s Degree required; Preferably in Finance, Accounting and/or Economics
  • Prefer 2 years in credit research or trading, industry analysis, financial research, or a related field. Relevant coursework and internship experience will be considered. Experience with private debt and private placements (IG & BIG) a plus.
  • CFA/MBA or willingness to pursue; required

 

 

REQUIRED JOB SKILLS: 

  • Experience with the following a plus: Aladdin, Bloomberg, Python
  • Must be self-motivated, possess a passion for investment management, integrity, and a commitment to continuing individual development
  • Candidates should possess excellent analytical skills, decision making ability, and communication skills, verbal and written
  • Demonstrable record of professional development & intellectual curiosity including certifications, postgraduate work, membership in industry organizations, and independent research

 

The above statements are intended to describe the general nature and level of work being performed.  They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.  The incumbent must have the abilities or aptitudes to perform each essential function proficiently with or without reasonable accommodation.  Our organization has a dynamic work environment where positions evolve and change.  Therefore, the Company reserves the right to modify, delete, or add job duties, responsibilities and skills that are stated in this job description at any time.  

Kemper is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination.   

Kemper does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Kemper and Kemper will not be obligated to pay a placement fee.  

  • You need to sign in to save