Investment Analyst, Fixed Income

Are you ready to make an impact?  Modern Woodmen of America has an opportunity to join our Investment team as an Investment Analyst, Fixed Income. You would collaborate with other analysts on the development, monitoring, and administration of our $11 billion fixed income portfolio.

Modern Woodmen of America is the nation’s third largest fraternal benefit society with assets over $18B. Fraternal benefit societies are unique membership organizations with peculiar names that pair the “member owned” characteristic of a mutual insurance company with the “social mission” characteristic of a service organization. They unite individuals with common bonds, provide a variety of life insurance and investment products, and form one of the nation’s most effective volunteer networks.

Responsibilities:

• Assist in implementing the company’s investment goals & strategies.
• Evaluate current financial markets, trends, and the overall economic landscape to find potential opportunities for the various fixed income portfolios.
• Follow and maintain relevant market information to prepare written/oral reports for Investment Committee, Board of Directors, regulators, and auditors.
• Perform fundamental company-specific credit analysis from both a quantitative and a qualitative standpoint.
• Recommend securities to Portfolio Managers, based on relative value analysis.
• Develop and maintain relationships with multiple brokers, research analysts, and other internal departments.

What we need:

• Bachelor’s degree in finance or related field.
• Up to 5 years of investment experience.
• CFA designation or a commitment to obtain one.
• Familiarity with Microsoft Office suite and Bloomberg.
• Strong analytical and research skills, with a broad knowledge of investments and capital markets.
• Highly motivated, self-starter.
• Excellent oral and written communication skills.
• Knowledge of the investment needs and constraints of insurance companies.

What we offer: 

• Pay: The annual pay range for a Junior Investment Analyst position is $65,000 - $75,000. Annual pay range for an Investment Analyst position is $80,000 - $100,000. The specific rate will depend on the successful candidate’s qualifications and prior experience.
• Work Arrangements: This is a full-time hybrid position: 37.5 hours per week (7.5 hours per day), Monday- Friday, with flexible start time between 7:00AM-9:00AM. Hybrid positions work at least 3 days in office and the remaining days each week working from home.
• Stability: Modern Woodmen has been Modern Since 1883_SM and exists for our members. We make long-term decisions that provide stability to our employees, financial representatives, and members.
• Respect for Personal Time: We offer vacation, sick leave and 11 paid holidays. We value your time outside of work and offer careers that blend work and life well.
• Professional Growth: Benefit from our commitment to employee development which includes educational offerings to enhance your knowledge of our industry.
• Great Culture: We build strong working relationships across our organization through collaborative work and volunteer opportunities.
• A Beautiful Office: Enjoy a beautiful view! Our home office, located in downtown Rock Island, IL, has a lovely plaza overlooking the Mississippi River.
• On-site café: Our employees can purchase a variety of breakfast, lunch, and beverage options at Café 1883.
• A Thriving Local Community: Not from the Quad Cities and hesitant to consider relocation? Give it some thought. The Quad Cities offers an idyllic Midwestern lifestyle along the mighty Mississippi and consistently ranks at the top of the list for quality of life and cost of living. It’s home to more than our share of artists, festivals, and fun in every season.
• Exceptional Benefits: Our comprehensive benefits package is designed to support your health and financial well-being. Benefits include:
  • Company-paid retirement plan (pension plan)
  • Matching 401(k) Plan
  • Medical, Dental, Prescription drug Insurance. We pay 100% of employee health insurance premium and 50% of employee dependents’ premiums.
  • Group Term Life Insurance
  • Long-term and short-term disability.
  • Voluntary benefits: Vision, Flexible Savings Accounts, Accident Insurance

Modern Woodmen is an equal opportunity employer. Modern Woodmen is committed to providing a respectful environment where each person’s diverse opinions, attitudes, attributes, and feelings are respected.

Salary : $65,000 - $75,000