Investment Analyst III

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Job Opportunity: Investment Analyst III at Southern Farm Bureau Life Insurance

Company Overview: Southern Farm Bureau Life Insurance is a leading provider of life insurance and financial services. We are committed to serving our policyholders and communities with integrity and excellence. As the Investment Analyst III, you'll be an essential part of our Investments team, contributing to the success of our organization.

Location: Jackson, MS

Role and Responsibilities : The Investment Analyst III assists in the analysis, administration, and reporting of the Company's investment portfolio and performs analysis on a wide range of investments including corporate and municipal credit, mortgage- and asset-backed securities, and public and private equity investments. The analyst position may also assist with asset allocation, asset and liability management, cash flow projection, and other investment projects.

Your responsibilities will include :

• Serve as the primary lead for all transaction types. Develop relationships with brokers/investment managers and provide feedback independently. Source new investment opportunities and make recommendations to portfolio management.
• Place bids on or make commitments to new investment opportunities under the direction of portfolio management.
• Monitor portfolio holdings and evaluate credit issues and active trading opportunities. Independently source, evaluate, and execute opportunities under supervision of portfolio management.
• Lead analysis relating to amendment/restructuring efforts as they arise. Report findings and make recommendations to portfolio management.
• Provide oversight and serve as the lead for all legal or accounting matters as they arise.
• Develop an understanding of broader portfolio objectives and think strategically about how daily trading activities impact these objectives.
• Serve as the lead for impairment review analysis and present findings to portfolio management.
• Construct quarterly and monthly reporting needs including: investment committee, quarterly reviews, offsite meetings, and ad hoc reports as requested by management. Maintain reporting databases.
• Maintain strong market/sector knowledge and evaluate opportunities as they arise.
• Assist in the development of junior analysts. Answer questions and provide guidance on any matters as needed.

Qualifications:

• BBA in a finance related major or BS in a math or engineering related major
• MBA degree with finance coursework or comparable work experience preferred
• Completion of CFA Level II exam with finance and economics coursework or comparable work experience
• Proficient in Microsoft Excel, Word, and PowerPoint
• Strong verbal and written communication skills
• Excellent decision-making skills
• Ability to function effectively in the workplace as exhibited through ones integrity, courage to act and communication skills.
• Ability work with others effectively as exhibited through one's respect for people and commitment to teamwork.
• Ability to meet organizational goals and customer expectations as exhibited through one's accountability for results, commitment to service and initiative.
• Ability to perform the essential functions of the job as exhibited through one's growth in job knowledge and professional development.
• Ability to meet organizational goals and customer expectations as exhibited through one's accountability for results, commitment to service and initiative.
• Ability to perform the essential functions of the job as exhibited through one's growth in job knowledge and professional development.

Employee Benefits: We value our employees' well-being and offer a comprehensive benefits package:

• Health Insurance:
  • Comprehensive coverage for employees and their families.
  • Access to an onsite clinic, preventive care, and prescription drugs.
  • Mental health coverage and an Employee Assistance Program.

• Active Lifestyle Rewards Program:
  • Incentives for maintaining an active lifestyle.
  • Rewards for participating in fitness challenges and wellness activities.

• Weight Management Programs:
  • Customized weight management plans.
  • Support for achieving and maintaining a healthy weight.

• Employee Engagement:
  • Opportunities to connect with colleagues.
  • Fun teambuilding activities.

• Annual events for employees and their families
  • Company Picnic, Thanksgiving lunch, Christmas Reception.
  • Family Fun Night

• Onsite Cafe:
  • Convenient access to nutritious meals.
  • Promoting healthy eating habits.

• Learning & Development:
  • Continuous learning opportunities.
  • Tuition reimbursement for further education.

• Mentorship Programs:
  • Pairing employees with mentors.
  • Professional growth and guidance.

• Promotional Opportunities:
  • Advancement within the company.
  • Career growth prospects.

• Life Insurance and Company-Funded Pension:
  • Financial security for employees and beneficiaries.
  • Retirement planning.

• Volunteer Days:
  • Paid time off for volunteering.
  • Contributing to the community.