If you want to make a positive difference and stand out from the crowd, you’ll fit in at The Standard (www.standard.com). Through our retirement plans and insurance products and services, we help people achieve financial well-being and peace of mind. Come join us and share our passion for serving our customers in a positively different way.
The Portfolio Analyst is a member of the Investment Management team primarily responsible for four functional areas:
1. Performing issue, opportunistic and market research
2. Conducting portfolio-level performance analytics and contributing to performance reports
3. Developing and improving financial and operating models used in support of investment evaluation, asset and portfolio monitoring and capital markets trading (fixed income and derivatives)
4. Contributing analytic, mathematic, programming and modeling work to ensure the alignment of investment function with the various data and information requirements of clients’ asset and liability 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.
25% Lead analysis in support of benchmarking, attribution analysis, portfolio allocations, rebalancing and asset ratings migration. Work with senior leaders in the investment management team to design, build and execute portfolio optimization framework. Disseminate market information to clients, business partners and others as needed.
50% Lead efforts for the investment management team in the review and design improvements of credit and investment analytical tools. Work with investment staff to develop analytics for new business lines. Utilize modeling and analytical reporting to help understand portfolio performance.
15% Improve operational efficiencies within investment team to enable portfolio optimization. Often involved in processes and developing tools to streamline analytics processes and support.
10% Perform special analyses in response to market events, new business needs and client requests. Perform analysis and/or research related to special projects as directed, and other work as assigned.
(Education, experience, special skills, languages or licenses/certifications required) Education: Bachelor’s degree in math, economics, or business; CFA or progress toward certification. 2+ 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 significant expertise in United States capital markets.
Position has preference for familiarity with Bloomberg and one of the major fixed income analytics software program (FactSet, Aladdin, Bond Edge, etc.) Requires significant expertise in Microsoft Excel and financial modeling. Project management and operating model experience is a plus. Requires detail orientation and self-motivation while working in a team-oriented environment.
Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., 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, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. 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 Standard 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, drug test, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.
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Individuals with disabilities who need assistance or accommodation with the application process should contact HR Direct at 971-321-7871. This number is only for the use of individuals with disabilities who need accommodation with the application process. General inquiries about application status will not be addressed.