Investment Strategy & Derivatives Associate

Unum Group
Chattanooga, Tennessee
Salary based on experience.
03 Jan 2023
02 Feb 2023
Job Function
Credit Analysis
Employment Type
Full Time

Principal Duties and Responsibilities

Derivatives Research and Trading

  • Analyze and execute derivatives hedging trades across interest rates, FX, equities, and credit asset classes
  • Create and review derivatives trade tickets and confirmations
  • Conduct ad-hoc derivatives market and portfolio analysis
  • Coordinate with internal stakeholders (e.g., Accounting, ALM, Legal, Risk, etc.) in developing new derivative hedging solutions and maintaining existing hedging programs
  • Develop and maintain broker relationships



Investment Strategy

  • Partner with strategy team on development of value-add tools to enhance the Strategic Asset Allocation and Investment Strategy process
  • Research and influence quantitative strategies incorporating the unique constraints of insurance investment management
  • Collaborate on analysis relative to the investment portfolio with other areas of Unum, including ALM, Finance, Capital, and Risk
  • Analyze and distill complex information through effective writing and presentations
  • Assume responsibilities for special projects or other duties when assigned

Job Specifications

  • BA in Finance, Actuarial Science, Accounting, Economics or related field required. MBA and/or professional designation (CFA/ASA/FSA) preferred.
  • 2+ years relevant work experience in investments; solid knowledge of derivatives and fixed income required
  • Deep and multidimensional understanding of financial markets, financial modeling, risk management, and numerical methods
  • Familiarity with over-the-counter derivatives legal documents (e.g., ISDAs, CSAs, etc.)
  • Strong written and communications skills, including ability to influence others to achieve results
  • Strong financial research skills, producing and maintaining quantitative financial models
  • Advanced data analytics skills and familiarity with Actuarial or ALM Modeling Software
  • Experience with Bloomberg
  • You need to sign in to save