What are the responsibilities and job description for the Investment Portfolio Analyst position at Physicians Mutual?
Physicians Mutual is seeking an experienced Investment Portfolio Analyst to join our Investment team. As an investment portfolio analyst, your duties will consist of reporting and analytical functions related to the organization’s investment operations, software management, and handling investment related inquires from both internal and external sources. You will work with the Chief Investment Officer, senior management, corporate Investment Committee, and the Asset Liability Management (ALM) committee.
Key Responsibilities:
- Ensure accurate and timely maintenance of investment transaction records, security master files and investment accounting data. Support data uploads, bond determinations and, impairment reporting in compliance with regulatory standards.
- Prepare and reconcile financial reports using investment systems while ensuring data accuracy and compliance with regulatory and internal policies. Maintain investment portfolio information, credit rating updates and compliance reporting.
- Ensures compliance with internal investment policies, NAIC requirements, and state regulatory requirements.
- Monitor and maintain alternative investment data, ensuring compliance with statutory accounting requirements. Accurately process capital calls, subscription agreements and investment documentation.
- Provide back-up support for departmental operations and assist with cash management processes as needed to ensure business continuity.
Required Qualifications:
- Bachelor's degree in Finance, Economics, or a related field.
- 3 years of relevant investments and/or investment accounting.
- Strong analytical and quantitative skills with proficiency in financial modeling and data analysis.
- Excellent research, writing, and presentation skills.
- Proficiency in Microsoft Excel, PowerPoint, and financial data analysis tools.
- Knowledge of investment software i.e., Princeton Asset Management (PAM), BondEdge, Bloomberg.
- Strong work ethic, attention to detail, and the ability to work independently and as part of a team.
- Knowledge of current investment practices, policies, and guidelines.
About us:
Health. Life. Retirement. The Physicians Mutual family empowers people from all walks of life to enjoy the financial security they deserve. That’s what Insurance for all of us® is about.
The Physicians Mutual family includes Physicians Mutual Insurance Company and Physicians Life Insurance Company. Physicians Mutual Insurance Company offers reliable dental and supplemental health insurance (and now, pet insurance!). Physicians Life Insurance Company provides important Medicare Supplement and life insurance coverage. The company additionally offers coverage for funeral pre-planning to help meet the growing needs of funeral home owners and the families they serve.
Since our start in 1902, our dedication to delivering on our promise has helped make us one of the nation’s leading health and life insurance providers. In fact, we are rated in the top 1% of insurance companies. We consistently maintain some of the highest financial strength ratings in the nation from independent insurance analysts, including A.M. Best Company and Weiss Ratings, ensuring we’ll be there for our policyowners and our employees far into the future.
But the achievement we’re most proud of? We have a 95% customer approval rating — a true sign of a company dedicated to embodying its vision.
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