Southern Farm Bureau Life
Southern Farm Bureau Life is hiring: Investment Analyst in Jackson
Southern Farm Bureau Life, Jackson, MS, United States
Job Opportunity: Securities Analyst at Southern Farm Bureau Life Insurance
Company Overview: Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence. As a Securities Analyst, you'll be an essential part of our Securities Management team, contributing to the success of our organization.
Location: Jackson, MS
Role and Responsibilities: The Securities Analyst assists in the management, administration, and reporting of the Company's investment portfolio and may conduct analysis on a wide range of investments ranging from public and private corporate bonds to limited partnership investments. The primary area of emphasis for this posting will be fixed income securities, including corporate bonds, municipal bonds, and mortgage-backed securities. The analyst position may also assist with asset allocation, asset and liability management, and cash flow projection.
Your responsibilities will include:
Employee Benefits: We value our employees' well-being and offer a comprehensive benefits package:
Active Lifestyle Rewards Program: Weight Management Programs: Employee Engagement: Annual events for employees and their families Onsite Cafe: Learning & Development: Mentorship Programs: Promotional Opportunities:
Company Overview: Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence. As a Securities Analyst, you'll be an essential part of our Securities Management team, contributing to the success of our organization.
Location: Jackson, MS
Role and Responsibilities: The Securities Analyst assists in the management, administration, and reporting of the Company's investment portfolio and may conduct analysis on a wide range of investments ranging from public and private corporate bonds to limited partnership investments. The primary area of emphasis for this posting will be fixed income securities, including corporate bonds, municipal bonds, and mortgage-backed securities. The analyst position may also assist with asset allocation, asset and liability management, and cash flow projection.
Your responsibilities will include:
- Evaluate investment opportunities as assigned with supervision. Conduct in-depth research and provide detailed feedback on opportunities to senior analysts and portfolio management.
- Create memorandums to document all investment activity. Memos should be free of grammatical error and include a detailed description of the investment opportunity including, but not limited to: description, financial information, investment thesis, relative value analysis, security/fund structure, pricing information, benchmarking data, broker information, fund overview, fund economics, investment risks, and due diligence.
- Complete all necessary trade documentation procedures accurately with minimal supervision including but not limited to: trade sheets, funding notices, subscription information, subscription detail, and required signatures.
- Evaluate credit issues and/or trading opportunities as assigned. Make recommendations to portfolio management.
- Develop a detailed understanding of rating methodologies and assign internal ratings as needed.
- Pursue additional education to enhance analytical and technical capabilities.
- Subject to area of focus and/or manager preference, pursue CFA charter, CAIA charter, CIPM designation, or other designations as approved by management.
- Bachelor's degree in a business or math related major
- Master's degree in business administration, finance, economics, accounting, or math preferred
- Proficient in Microsoft Excel, Word, and PowerPoint
- Strong verbal and written communication skills
- Excellent decision making, problem solving, and critical thinking skills
Employee Benefits: We value our employees' well-being and offer a comprehensive benefits package:
- Health Insurance:
- Comprehensive coverage for employees and their families.
- Access to an onsite clinic, preventive care, and prescription drugs.
- Mental health coverage and an Employee Assistance Program.
- Incentives for maintaining an active lifestyle.
- Rewards for participating in fitness challenges and wellness activities.
- Customized weight management plans.
- Support for achieving and maintaining a healthy weight.
- Opportunities to connect with colleagues.
- Fun teambuilding activities.
- Company Picnic, Thanksgiving lunch, Christmas Reception.
- Family Fun Night
- Convenient access to nutritious meals.
- Promoting healthy eating habits.
- Continuous learning opportunities.
- Tuition reimbursement for further education.
- Pairing employees with mentors.
- Professional growth and guidance.
- Advancement within the company.
- Career growth prospects.