Auto-Owners Insurance · 3 hours ago
Investment Analyst
Auto-Owners Insurance is a top-rated insurance carrier seeking an Investment Analyst to join their team. The role involves analyzing financial information, recommending investment opportunities, and managing short-term funds to ensure financial security for individuals and businesses.
Auto InsuranceInsuranceLife Insurance
Responsibilities
Search for investment opportunities and purchase investments that meet Auto-Owners investment guidelines by reviewing company financial statements; industry, regulatory and economic information; financial periodicals; and brokerage firm research
Project cash flows by analyzing short-term investments, bond maturities, available funds, disbursement needs, anticipated cash receipts, and other appropriate sources of information
Invest available short-term cash according to Company investment guidelines
Monitor Company investments for potential or actual credit quality changes and take appropriate action
Monitor Company investments for acceptable performance as compared to expected returns and take appropriate action
Prepare investment purchase or sale recommendations, as applicable, for management review
Communicate with outside investment brokers and gather investment information and data for review with management for use in decision-making
Negotiate and execute investment purchase or sale orders with investment brokers
Assist in the preparation of monthly and annual reports for management
Qualification
Required
Bachelor's degree with a major or minor in accounting, economics or finance or several years of related work experience
Above average communication skills (written and verbal)
Financial or investment experience
Ability to work in the U.S. without current or future sponsorship
Benefits
Matched 401(k)
Fully-funded pension plan (once vested)
Bonus programs
Generous paid time off including holidays, vacation days, personal time, and sick leave
Company
Auto-Owners Insurance
We are a team of hard working associates and local, independent agents who are proud to be among the nation's largest insurers of Life, Home, Car, and Business; and consistently ranked as a Fortune 500 company since 2002.
Funding
Current Stage
Late StageRecent News
2024-04-10
2024-04-10
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