Analyst - Institutional Products

Security Benefit (SB), a leader in the retirement market, is seeking an Analyst to join the Institutional Products team in the Investments Department. Security Benefit fosters strong partnerships to provide insightful and customized retirement solutions for employers and individual investors nationwide. Through a broad advisor network and its nationally recognized money managers, Security Benefit provides mutual funds, annuities, and retirement programs.  This position will work in our Des Moines, Iowa office. SB associates are working in a hybrid environment with both remote and on-site work.

·        Analyst will partner with Investment Operations, Treasury, and Investment affiliates to ensure daily liquidity is accurate and well planned

·        Build and maintain a variety of spreadsheets relating to asset portfolios, reinsurance Sidecar and our eligible securities in institutional funding vehicles 

·        Work on special projects as assigned by the CIO and or Head of Institutional Products

·        Assist in the relationship management of Wall Street counterparties when it comes to trade execution, settlements, and any variety of needs to ensure strong trade execution

·        Assist in Debt Capital Markets initiatives with the CIO, CFO and Head of Institutional Products and other internal areas on presentations, PowerPoints, etc.

·        Assist on key initiatives within investments as assigned

·        Assist in coordinating with legal team(s) ensuring appropriate legal documentation is acquired

·        Assist in responding to internal and external audit requests as well as other internal finance requests/processes

·        Responsible for ad hoc and periodic reporting

·        Bachelor’s degree required, preferably in Finance, Economics, or related fields with exemplary academic performance

·        Progress toward CFA, CCIM, and/or MBA preferred (support provided)

·        Strong skills in Microsoft Excel, proficient with other Microsoft Office applications

·        Entry level with relevant spreadsheet, investment analysis and internship experience

·        Good investment and business acumen

·        Strong presentation, written and verbal communication skills

·        Detail oriented with strong organizational skills

·        Strong work ethic with a team-oriented approach

Security Benefit offers a competitive salary and as a full-time employee you are eligible for our robust benefits package including:

Consider joining our progressive team in our nationally recognized company.  Security Benefit offers a competitive salary and benefits package.  Apply online at www.securitybenefit.com/careers and submit a copy of your resume. EOE