What are the responsibilities and job description for the Investment Analyst position at Security Benefit and Careers?
We're Looking for an experienced Analyst for our Investment Grade Credit team!
About the Company:
Security Benefit is a leader in the U.S. retirement market with more than $55 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you’ll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement®.
We’re proud to have been recognized as one of the best in the business:
The Investment Analyst position reports to a senior investment professional and will be based out of our Des Moines, Iowa office.
When you join our team, you’re not just getting a paycheck — you’re getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Here’s what you can expect as a full-time Security Benefit associate:
Apply today by visiting our career page to submit your resume. We’re excited to meet you!
Security Benefit is an Equal Opportunity Employer.
About the Company:
Security Benefit is a leader in the U.S. retirement market with more than $55 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you’ll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement®.
We’re proud to have been recognized as one of the best in the business:
- Named to Ward’s 50 list of top-performing life-health insurance companies
- Recognized on list of Ingram’s Top 100 Private Companies in the Kansas City area in 2024
The Investment Analyst position reports to a senior investment professional and will be based out of our Des Moines, Iowa office.
- Investment Origination – Assists Head of Investment Grade Credit in originating and managing individual Investment Grade Credit investments suitable to Security Benefit’s risk and return objectives.
- Pricing – Responsible for the creation and maintenance of pricing models on Investment Grade Credit portfolio using market consistent measures and utilizing them on a monthly basis to price certain Investment Grade Credit investments.
- Reporting – Responsible for ad hoc and periodic reporting on Investment Grade Credit investments.
- Legal Documentation – Responsible for coordinating with legal team(s) ensuring appropriate legal documentation is acquired to support Investment Grade Credit investments.
- Financial Analysis – Responsible for conducting financial analysis and overall due diligence on potential and existing Investment Grade Credit investments to understand business performance, operating trends, operating and financial forecasts, industry dynamics and assessing the overall risk of an individual potential Investment Grade Credit investment including security package and covenant protections.
- Trading – Assists Head of Investment Grade Credit in trading Investment Grade Credit investments suitable to Security Benefit’s risk and return objectives.
- Relationship Management – Form and maintain business relationships by interfacing with borrowers and other sources of corporate debt investment origination.
- Bachelor's degree required, preferably in Finance, Economics, or related field
- Progress toward CFA, CCIM, and/or MBA preferred (support provided)
- Typically has 1-5 years of investment analysis and experience in corporate lending/debt investing
- Proficient expertise in quantitative, analytical, modeling and financial analysis skills
- Strong skills in Microsoft Excel, proficiency with other Microsoft Office applications
- Ideal candidate will be well organized, independent, entrepreneurial, assertive, self-motivated, detail oriented and able to work in a fast-paced environment on multiple projects
- Ideal candidate will be intellectually curious, possessing a strong desire to understand complex loans and situations in a dynamic environment
- Strong work ethic with a team-oriented approach
- Strong written and verbal communication skills, including the ability to work well with people at all levels of the organization and develop/maintain external relationships
When you join our team, you’re not just getting a paycheck — you’re getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Here’s what you can expect as a full-time Security Benefit associate:
- Competitive salary and annual incentive bonuses to reward your contributions.
- 33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
- Paid parental leave after 90 days of service.
- Comprehensive medical, dental & vision insurance.
- 401(k) with company match, plus Profit Sharing & Savings Plan.
- Short- and Long-Term Disability Insurance to give you peace of mind.
- Flexible Spending Accounts for medical and dependent care.
- Life Insurance to protect your loved ones.
- Educational assistance to support your career development.
- Associate assistance programs for your personal and professional well-being.
Apply today by visiting our career page to submit your resume. We’re excited to meet you!
Security Benefit is an Equal Opportunity Employer.