We seek candidates with integrity and leadership competence that excel by doing more than expected and work efficiently and strategically. Candidates who are eager to be part of a progressive investment management culture and embrace diverse opportunities to take charge of their careers strive in our environment. Members of our team share the values of strong character, teamwork and the ability to function across multiple levels.
If you think you have what it takes to become part of the 40|86 team, we would like you to apply for our Senior Investment Analyst position in Investment Finance.
Key responsibilities/deliverables include:
Evaluate investment portfolios for compliance with investment guidelines and state regulations
Coordinate investment portfolio needs between portfolio managers and clients
Effectively communicate with portfolio managers, clients, and other departments for requests and ad hoc reports on various topics
Effectively communicate the results of the investment activity period by period and provide insights to management on accounting and reporting matters related to the portfolio
Support the goals and visions outlined by the senior management impacting the Investment Finance team
Leads the monthly and quarterly closing processes performed by the Investment Finance team
Partner with IT in the design and improvement of various reporting systems
Recommend improvements on existing reporting infrastructure
Requirements for job include:
Knowledge of investments and investment accounting systems, US GAAP, and US Statutory accounting principles is a plus
SAP, Crystal Reports, and Hyperion experience a plus.
Strong analytical, detail-oriented, proactive problem solver, and team-player
Strong analysis skills, written, and verbal communication
We are 40|86 Advisors, a $26B registered investment advisor located in Carmel. We are a performance driven team of talented individuals who take a hands-on approach to investing and have a deep knowledge in a broad range of fixed income securities. We utilize industry leading investment systems, resources, and actively participate in capital markets.