What are the responsibilities and job description for the Investment Analyst position at Arbella Service Company, Inc.?
At Arbella, we’re focused on people. We work hard to attract and retain the best. That means providing a great work environment, encouraging work/life balance, offering flexible work arrangements, competitive salaries and exceptional benefits packages. We invest in our employees and encourage them to grow so that we, too, can grow as a company.
Other perks include:
• On-site gym and fitness classes and one-on-one personal training
• On-site nurse, nutritional counseling, and mental health resources
• Full-service cafeterias
• Free shuttle service to Quincy Adams T Station
• Tuition assistance programs
• Opportunities to get involved: Arbella Activities Committee, Diversity and
Inclusion Council, and more
• A company committed to community: volunteer opportunities, employee-
led community efforts, and the Arbella Insurance Foundation
• Robust training, mentorship, and professional/personal development
programs
• Colleagues who genuinely care about each other
Arbella is committed to building a workplace that’s diverse, inclusive, and equitable for everyone. We’ve created a culture that supports a diverse workplace where all are valued for their talents and are empowered to reach their full potential.
It’s no wonder our employees have voted Arbella one of the Boston Business Journal’s “Best Places to Work” every year since 2009.
The Investment Analyst works under the direction of the Senior Portfolio Manager to assist in managing the day-to-day activities of the Arbella investment portfolio. The Investment Analyst will be involved in all aspects of the portfolio management process from researching fixed income sectors, recommending individual bonds for purchase, trading, compliance, and reporting. Ensure investment accounting system is accurate and provide timely information to other internal groups. In addition, this role will involve reviewing financial statements of key vendors from a risk management perspective.
Key Responsibilities:
Perform fixed income sector analysis. This could include corporate, municipal, asset backed, mortgage backed, and commercial mortgage backed and will be based on experience.
Willingness to learn about other sectors to contribute to the performance of the portfolio.
Analyze and recommend individual bonds for purchase based on fundamental research and relative value.
Monitor the current portfolio holdings for deterioration in credit quality.
Establish and maintain relationships with brokers.
Review investment performance and investment income on a monthly basis.
Ensure compliance with investment guidelines and NAIC guidelines.
Update monthly and quarterly investment reports for senior management and the Board of Directors.
Assist internal and external auditors by providing requested information.
Perform financial analysis of key vendors to identify weakness or areas of concern.
Monitor and rebalance the Arbella Charitable Foundation portfolio as needed.
Ability to work independently and articulate ideas effectively
Possesses strong analytical skills and proficient understanding of financial markets.
Key Requirements:
Bachelor’s Degree in Finance or Accounting plus 2-5 years experience in financial services (asset management) experience.
CFA (Chartered Financial Analyst) or candidate for this designation
Experienced with Bloomberg and Microsoft Office.
Excellent customer service, communication and collaboration skills.
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