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Investment Analyst
Investment Analyst-March 2024
Van Wert
Mar 28, 2026
About Investment Analyst

  Analyzes stochastic model simulations using updated portfolio data for strategic planning and risk quantification; incorporates macro trends and market concentration data for insights and expectations on company trends; maintains process to review and identify material pricing variances amongst the data sources and submit findings/ recommendation to Leadership for consideration of overrides; reviews prior and current models for variances; analyzes impact of variances and model change; analyzes and calibrates the scenarios for fit; performs asset class calibration to scenarios; tracks return trends and trends in the yield along with industry metrics for Risk Tolerances and Risk appetite; evaluates and presents data for specific indices and benchmarks to be able to analyze the health of the trends in the portfolio with regard to the company's risk tolerance; Analyzing datasets for reporting using advanced Microsoft Excel functionality; documents and analyzes internal and external data for new projects to maximize capital efficiency in the total investment portfolio; telecommuting is permitted.Must have a Master's degree in Mathematics, Statistics, Economics, Analytics, Finance, or Financial Risk Management and three (3) months of experience in the position offered or as Financial Analyst or Data analyst. Three (3) months of experience (inclusive of experience required heretofore) in all of the following:1) Macro Economics;2) Analysis of portfolio health trends;3) Asset volatility metrics; and4) Advanced Microsoft Excel.Alternatively, employer will accept a Bachelor's degree in Mathematics, Statistics, Economics, Analytics, Finance, or Financial Risk Management and 2 years of experience as a Financial Analyst or Data Analyst, along with 24 months of experience in the following:1) Macro Economics;2) Analysis of portfolio health trends;3) Asset volatility metrics; and4) Advanced Microsoft Excel.To apply, send Cover Letter and 2 Resumes to the address provided and include reference number 8641.038

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