Senior Investment Analyst

Job Description

This is a hybrid role working partially in-office and partially from home.

A unique opportunity combining both fundamental financial analysis and field sales force facing communication and presentation skills.

AtAmeritas, our mission isFulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.

This position will perform fundamental analysis on a full spectrum of asset classes on both existing and potential investments. Make investment recommendations to align portfolios to parameters identified by registered representatives.

This position develops and maintains relationships with both internal and external parties. Help to present, market, and positively position Ameritas Investment Partners managed programs to registered representative and their clients.

What you do

• Analyze existing and potential portfolios including mutual funds, stocks, bonds, ETF's, etc.
• Engage in portfolio management and model management with both a retail and institutional mindset
• Perform securities analysis across the spectrum of asset classes
• Maintain effective dialogue with portfolio managers, internal partners, and external field registered representatives
• Assist in performing special investment or reporting projects as needed
• Assist in client reporting as needed
• Meet with representatives and clients face to face and present investment concepts in a professional manner

What you bring

• 2+ years of relevant securities analysis and/or portfolio management experience required
• Bachelor's Degree in a related field of study (such as Finance) required
• Completed CFA level 1 required. CFA level 2 or higher designation preferred
• FINRA series 7 andFINRA series 63/65 or 66 preferred. Must be fully licensed with all within 12 months of joining in role.
• Previous experience with Tamarac, Salesforce, and Wealthscape desired

What we offer

• Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future.
• Being a mutual-based organization, the return on our investment goesback into the company, to benefit our members/customers.
• We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities.
• A total rewards package with all the comprehensive health and welfare benefits you'd expect, including competitive pay and incentives, 401(k), flexible work schedules and time off to care for yourself and others.
• Additional popular benefits, including tuition reimbursement, and student loan repayment, an incentivized well-being program, adoption assistance, paid time off for volunteering, training, and career development opportunities.

An Equal Opportunity Employer

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Company Video

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