What are the responsibilities and job description for the Sr Portfolio Analyst - Carmel, IN position at CNO Financial Group?
Job Details
The stated pay range is based on a national average location. Actual salary is determined by factors including relevant work experience, skills, and location. This position is bonus-eligible.
CNO Financial Group's 40|86 Advisors are hiring a Sr. Portfolio Analyst to provide top-down portfolio analysis identifying potential investment risks and opportunities. This job performs detailed analytical and statistical reviews of investment performance at the investment asset class, strategy composite, and account portfolio levels.
As a Sr. Portfolio Analyst, your responsibilities will include :
- Assisting in the construction, management, and surveillance of a large multi-asset class portfolio (typically $20B in assets).
- Developing and maintaining files and analyzing existing and prospective investments.
- Analyzing and communicating performance results.
- Working with senior management to set performance expectations
- Articulating risks to the portfolio at the micro and macro level.
- Frequently communicating trends, opportunities, developments, and results with management
- Creating reports that analyze and explain portfolio activities and performance including contributors and detractors, and decomposed risk relative to specific targets.
- Continually expanding and deepening the firm's investment, portfolio management, and product knowledge base.
- Staying abreast of the current market environment and the latest relevant industry research.
- Applying strategic asset allocation and other strategy development tools to assist in the asset allocation process.
- Managing relationships with internal stakeholders, portfolio managers, traders, and analysts within the firm in support of investment decisions
- Creating and maintaining analytical tools to monitor portfolio risk and return metrics
The Sr. Portfolio Analyst position is well-suited for you if you :
What you'll need :
What will set you apart :
The Company offers the following benefits for this position, subject to applicable eligibility requirements :
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This role is affiliated with the Carmel Corporate Office, and candidates for this role need to reside within a 60-mile radius of that corporate office and will be required to come into that office.
CNO embraces flexibility and encourages you to work with your manager to develop a workstyle that meets your personal needs as well as the needs of the business. You may be asked to travel to other corporate offices periodically. Please be aware that work cannot be performed from outside of the United States.
CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income, and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents, and independent partner agents guide individuals, families, and businesses through a lifetime of financial decisions.
We are financially strong and well positioned for continued growth, and we are grounded in our core values of People Focused, Integrity, Customer Driven, and Excellence. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Orlando, and Milwaukee.
At CNO Financial Group, we're always looking forward-to the security and stability we help create for our insurance brands' customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.
If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com.
We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Compensation
Pay Range : $96,100.00 - $144,100.00 Annual
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Salary : $96,100 - $144,100
