Analyst, Investment Management
- Employer
- Jackson National Life Insurance Company
- Location
- Chicago, Illinois
- Salary
- Market
- Closing date
- Apr 21, 2023
View more
- Job Function
- Investment Advisor/Consultant, Management Consulting
- Industry Sector
- Investment Bank
- Employment Type
- Full Time
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Job Details
Job Purpose The Analyst is responsible for a variety of functions including, but not limited to, research and ongoing monitoring of investment managers, preparing performance attribution reports, and contributing to preparation of materials for quarterly Fund Board meetings. This position will also be responsible for participating in manager searches and preparing reports in support of investment management objectives.
Essential Responsibilities
- Independently perform in-depth research on managers and investment portfolios.
- Prepare reports and written analyses on investment managers.
- Proactively monitor managers and summarize key issues for further analysis.
- Compile and analyze complex comparative investment performance data.
- Participate in and eventually lead meetings and/or conference calls with managers.
- Create and interpret performance attribution and risk reports.
- Prepare materials for Fund Board and Investment Committee meetings.
Other Duties
- Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
- Good knowledge of financial markets and investment theories.
- Solid PC skills including MS Excel, Word, and PowerPoint.
- Experience using investment research systems, including Morningstar Direct, FactSet, Bloomberg, and Advent Tamale is preferred.
- Good organizational skills—ability to prioritize tasks and projects to meet deadlines.
- Ability to work independently and as part of a team.
- Solid written and verbal communication skills.
Qualifications
- Bachelor's Degree in finance or related field required.
- 3+ years industry related experience required.
- • Work toward CFA (Chartered Financial Analyst), CAIA (Chartered Alternative Investment Analyst), or CIPM (Certificate in Investment Performance Measurement) preferred.
Company
You want to work for a growing company in a dynamic industry where you'll be able to work on exciting and challenging projects that can help advance your career. You want to work with people you like, who share your work ethic, commitment to excellence and desire to succeed.At Jackson National Life Insurance Company® ("Jackson®"), you'll find all this and more. People are what make Jackson such a unique company. That's why we are committed to attracting and retaining smart and passionate individuals. We invest in our associates with the training they need to succeed, and reward them for outstanding performance. Because, in the end, we realize that our company will only be as successful as our people.Choosing an employer can be one of the most important decisions you make in life. Be Long-Term Smart. Choose Jackson.
Company info
- Location
-
19175 E Hickock Dr
Parker
CO
80134
US
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