Investment Business Analyst
40|86 Advisors, a $26B registered investment advisor located in Carmel, IN, is currently looking for a Investment Business Analyst to join our Fixed Income Research team. As a Investment Business Analyst, you will be responsible for conducting fundamental investment analysis leading to investment recommendations in the firm’s fixed income portfolio.
You will also participate in the creation and implementation of a central database and user-dashboard that will provide critical financial data to 40|86 investment and research teams.
What you will be doing:
- Conducting in-depth fundamental corporate research in one or more industries and identifying attractive investment opportunities
- Building and maintaining detailed financial models for use in the investment decision process
- Monitoring existing positions through earnings calls, management discussions, and other industry contacts
- Interacting with other members of the investment team including Portfolio Managers and Traders to help facilitate an effective investment decision making process.
- Analyzing current financial data organizational methods to build and implement technology tools.
- Designing and building a dashboard to assist trading staff and other analysts.
What you need to have:
- Bachelors degree in Finance, Business or a related field
- 2 years of experience utilizing and administrating technology reporting tools
- Progress towards CFA/MBA or 2-3 years relevant experience
This opportunity requires a strong professional presence, proven initiative and a solid work ethic. Vital to your success will be your passion for the investment industry. As a member of the 40|86 team, you must be able to thoroughly research recommendations, and sell those recommendations throughout the organization. As a result, excellent written and verbal communication is imperative.
CNO Financial is an Equal Opportunity Employer and Affirmative Action Employer. For more information, please click the following link:
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