Investment Analyst

Investment Finance Carmel, Indiana Friday, May 6, 2022


Description

Position at 40|86

40|86 is hiring Investment Analyst in the Leveraged Loan Group. The group currently manages about $1.25B in leveraged loans within collateralized loan obligation (CLO) structures and $350M in CLO debt securities. The individual will be primarily responsible for ensuring that our portfolios adhere to investor requirements as is expected to learn about fundamental credit analysis, portfolio and risk management, and structured credit to contribute to the investment process.

This is your opportunity to be a part of the growing investment subsidiary of CNO Financial Group.

As a Investment Analyst, your responsibilities will include:

  • Ensure monthly and quarterly reports are accurate and distributed to investors
  • Monitoring compliance with indenture requirements and identifying tests at risk of failure
  • Ensuring ongoing compliance requirements with global risk retention
  • Preparing and recommending quarterly dividends for our CLO originator
  • Working with the traders and trustees in determining our daily investable cash

The Investment Analyst position is well-suited for you if you:

  • Have a strong passion for financial markets
  • Willingness to learn, ask questions, and accept guidance and help
  • Assertive and willing to share and debate ideas openly
  • Would like to continue to develop
  • Possess strong written and oral communication skills

 

Qualified candidates will have:

  • Bachelor’s degree in Economics, Math, Computer Science, or analytical Liberal Arts major
  • 0-1 years of experience, inclusive of internship experience. Recent grads are welcome to apply!
  • Interest in pursuing CFA designation in the future
  • Proficiency in Excel. The role will train you in VBA.
  • Python is a plus, but not required

At this time, CNO is not mandating its associates to be vaccinated against COVID-19 as a condition of employment. However, this is an evolving situation, in the future CNO may require its associates to be vaccinated as a condition of employment, subject to reasonable accommodations required by applicable law.

CNO Financial Group offices reopened in April 2022 and we look forward to working together again.  Candidates for this role need to reside within a 60 mile radius of the (Birmingham, Chicago, Philadelphia, Orlando, Milwaukee) corporate office for this role. 

40|86 Advisors is the $26B registered investment subsidiary of CNO Financial Group located in Carmel, Indiana.  The firm manages over $26 billion (as of 12/31/2019) in public corporate debt securities, taxable municipal bonds, emerging market securities, high yield bonds, government bonds, mortgage related securities, privately placed debt securities, commercial mortgages, and bank loans.

40|86's investment strategy enables the firm to consistently achieve solid performance in its fixed income portfolios by employing a disciplined portfolio structuring process; an intensive bottom-up security analysis that focuses on individual sectors and security structure; a focus on relative value which allows it to discover undervalued opportunities in the marketplace; and a clearly defined, rigorously implemented buy, review and sell discipline.

CNO Financial Group is a holding company that provides health and life insurance, as well as retirement solutions, to middle-income Americans through its family of established insurance brands: Bankers Life, Colonial Penn and Washington National.  Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 5,000 exclusive agents and 4,000 independent partner agents guide individuals, families and businesses through a lifetime of financial decisions.

We are financially strong and well positioned for continued growth, and we are grounded in our core values of Diversity, Equity & Inclusion (DE&I); Integrity, Customer Focus, Excellence, and Teamwork. 

At CNO Financial Group, we’re always looking forward—to the security and stability we help create for our insurance brands’ customers, and the growth we create within our own company.  We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.

If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com.


 

CNO Financial is an Equal Opportunity Employer and Affirmative Action Employer. For more information, please click the following link:
Equal Employment Opportunity is the Law (English)
Equal Employment Opportunity is the Law (Spanish)
Right to Work Poster (English)
Right to Work Poster (Spanish)

As you explore job openings at CNO, please keep in mind that CNO will never ask you to provide payment-related information at any part of the employment application process. And CNO will communicate with you only through emails that are sent from a CNOinc.com or BankerLife.com email address.

If you receive an email purporting to be from CNO that asks for payment-related information or any other personal information, please contact law enforcement and report the email to [email protected]