Investment Research Analyst

US - IN - Carmel
Negotiable. Relocation and interview expenses covered.
Sep 20, 2017
Oct 20, 2017
Investment Research Analyst
Employment Type
Full Time

Investment Research Analyst

We are currently looking for an Investment Research Analyst to join our Fixed Income Research team.  As a Research Analyst, you will be responsible for conducting fundamental investment analysis leading to investment recommendations in the firm’s fixed income portfolio. 


What you will be doing:

  • Conducting in-depth fundamental corporate research in one or more industries and identifying attractive investment opportunities
  • Building and maintaining detailed financial models for use in the investment decision process
  • Monitoring existing positions through earnings calls, management discussions, and other industry contacts
  • Interacting with other members of the investment team including Portfolio Managers and Traders to help facilitate an effective investment decision making process.


  • Bachelors degree in Finance, Economics, or Accounting
  • 1-3 years investment experience
  • Strong Excel and database capabilities, SQL/VBA a plus
  • This opportunity requires a strong professional presence, proven initiative and a solid work ethic.  Vital to your success will be your passion for the investment industry.  As a member of the 40|86 team, you must be able to thoroughly research recommendations, and sell those recommendations throughout the organization.  As a result, excellent written and verbal communication is imperative.