Portfolio Analyst-Investments

Portfolio Analyst - Investments

The next part of your journey is right around the corner with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we've been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

The Portfolio Analyst - Investments, is a member of the Investment Management team primarily responsible for :

• Portfolio-level analytics and performance reporting
• Security-level data collection, processing and trade entry
• Fixed-income market research and weekly tactical report to inform portfolio management and investment decisions
• Investment-related data management, validation and process improvement
• Response to data requests from various teams across the organization
• Vendor searches, due diligence and relationship management

Candidates will work with a cross-section of professionals, including principal investment professionals, actuaries, accountants, and product development teams to optimize investment outcomes for both public and private investment strategies.

Principal Duties & Responsibilities :

Other duties as assigned.

Knowledge, Skills and Abilities :

Job Specifications :

Required professional licensure or certification : N / A

Preferred professional licensure or certification : Progress toward or interest in obtaining CFA

Location :

Employees in this role are eligible for fully remote work (other than periodic in-person meetings or other periodic business travel).

Travel Requirements :

Occasional travel only (such as for planning purposes, team-building, or conferences) may be required.

Physical Requirements :

N / A

Why Join The Standard?

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.

Base range of $85k-$95k with a 20% annual bonus