Portfolio Analyst-Investments

The next part of your journey is right around the corner — with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

Job Summary:

The Portfolio Analyst - Investments, is a member of the Investment Management team primarily responsible for: (1) portfolio-level analytics and performance reporting, (2) security-level data collection, processing and trade entry, (3) fixed-income market research and weekly tactical report to inform portfolio management and investment decisions, (4) investment-related data management, validation and process improvement, (5) response to data requests from various teams across the organization, (6) vendor searches, due diligence and relationship management.
Candidates will work with a cross-section of professionals, including principal investment professionals, actuaries, accountants, and product development teams to optimize investment outcomes for both public and private investment strategies.

Principal Duties & Responsibilities:

Contribute to the company’s success through meeting or exceeding performance objectives for the following major job functions:

25%     Lead analysis in support of benchmarking, reporting, performance and attribution analysis, surveillance, and compliance testing.

25%     Lead efforts for the investment management team to review, assess and implement improvements of credit and investment analytical tools. Operate Bloomberg Terminal, FactSet Workstation, S&P Global, ICE Index Platform, Barclays Live, and other service providers to facilitate internal data distribution, reporting and market intelligence. 

25%     Provide support to portfolio management team including trade tracking and input, cash flow monitoring, new-issue deal sourcing and various other tasks. Serve as a liaison between portfolio management and investment operations teams.

15%     Improve operational efficiencies enable portfolio optimization, data integrity and reporting accuracy. Develop new tools to streamline and automate processes.

10%     Perform ad-hoc analyses in response to market events, new business needs and special projects.

 Other duties as assigned.

Knowledge, Skills and Abilities:

• Project management experience.

• Experience with Power BI or other data visualization tools.

• Acute attention to detail.

• Self-motivated while working in a team-oriented environment.

• Strong problem-solving skills.

Job Specifications: 

Required Education:  Bachelor’s degree in Finance, Business, Mathematics or related field.

Preferred Education:  N/A

Required Experience: 

• 4+ years of relevant work experience in a principal investment business or a capital markets business.

• Demonstrated strong financial modeling & analytical skills applied in an investment or capital market business environment, with some expertise in United States capital markets.

• Familiarity with fixed income investments such as corporate bonds, structured securities and private placements.

Preferred Experience:

• Familiarity with Bloomberg and one of the major fixed-income analytics software programs (FactSet, Aladdin, Bond Edge, etc.)

• Proficiency in FactSet and performance analysis is a plus.

Required professional licensure or certification:  N/A

Preferred professional licensure or certification:  Progress toward or interest in obtaining CFA

Location:

Employees in this role are eligible for fully remote work (other than periodic in-person meetings or other periodic business travel).

Travel Requirements:

Occasional travel only (such as for planning purposes, team-building, or conferences) may be required.

Physical Requirements:

N/A

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions

• An annual incentive bonus plan

• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure

• A supportive, responsive management approach and opportunities for career growth and advancement 

• Paid parental leave and adoption/surrogacy assistance

• An employee giving program that double matches your donations to eligible nonprofits and schools

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.

The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.

Salary Range:

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant’s specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.