Investment Analyst

McKinney, Texas - suburb of Dallas Texas
Competitive: benefits include 401k and pension
Sep 07, 2017
Oct 07, 2017
Industry Sector
Employment Type
Full Time

Job Summary

The Investment Analyst will focus on corporate bond credit research and other related activities required to support a disciplined investment selection and review process for Torchmark Corp. (NYSE: TMK) and its affiliates. The Investment Analyst will be the primary coverage of several sectors within Torchmark’s approximately $15 billion portfolio.

Primary Duties & Responsibilities

  • Monitor and analyze credit risk through research on corporate (and municipal) debt issuers
  • Provide timely research opinions and investment recommendations (verbal and written) to enhance portfolio objectives
  • Track existing holdings, maintain written analysis, and communicate on issuer-specific and industry-wide developments and trends
  • Maintain in-depth knowledge of a wide range of industries and corporate bond issuers
  • Develop relationships with sell-side analysts, industry experts, and attend conferences to support research

Preferred Qualifications

  • Strong, detail-oriented analytical and reasoning skills with ability to analyze large quantities of information efficiently and effectively
  • Proficiency in financial statement analysis and other relevant information
  • Ability to be a team player on collaborative efforts, self-starting, and exhibiting ownership of assigned sector coverage
  • Excellent organizational, interpersonal, writing, and presentation skills; must construct and defend a recommendation
  • Strong computer skills required with proficiency in Microsoft Excel

Education & Work Experience - Required

  • Strong academic background: bachelor’s degree in a relevant field
  • 1-3+ years of relevant post-undergraduate work experience
  • Advancement toward CFA designation


  • Passed CFA Level 1
  • Investment (credit, equity, or related) research
  • Accounting and/or finance; MBA/Master’s a plus