Investment Analyst

Investment Analyst

We are seeking a highly motivated Investment Analyst to contribute to the financial success of our investment portfolios. In this role, you will research, evaluate, and help acquire investment grade corporate credit securities for insurance company portfolios and external clients, working closely with portfolio management and senior leadership.

At Farm Bureau Financial Services, we make insurance simple so our client/members can feel confident knowing their family, home, cars and other property are protected. We value a culture where integrity, teamwork, passion, service, leadership and accountability are at the heart of every decision we make and every action we take. We're proud of our more than 75-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.

Key Responsibilities

• Conduct in-depth research on designated sectors and issuers using rating agencies, public filings, and market data
• Monitor primary and secondary markets to identify investment opportunities and support trade execution
• Prepare and present analytical reports to executive leadership, investment committees, and other stakeholders
• Evaluate portfolio risk, market conditions, and regulatory developments
• Provide insights on relative value and credit trends to support portfolio strategies and trading decisions
• Collaborate across departments including investment accounting and actuarial teams
• Develop an understanding of insurance-based investment constraints such as asset-liability matching, capital efficiency, and liquidity

Qualifications

• Bachelor's degree in Finance or related field required
• 3–7 years of relevant experience (investment analyst experience strongly preferred)
• MBA or progress toward CFA designation preferred
• Knowledge of financial markets, valuation, fixed income, and statistical analysis
• Experience with tools such as Bloomberg or PowerBI preferred
• Strong analytical, organizational, and decision-making skills
• Excellent written and verbal communication skills
• Ability to work both independently and collaboratively

Our Investments – Securities team manages a diversified portfolio exceeding $12 billion across fixed income, equities, and mortgage-backed securities for insurance operations and external clients. This team plays a critical role in driving profitability and long-term financial strength.

When you're on our team, you get more than a great paycheck. You'll hear about career development and educational opportunities, an enhanced 401K with a match, low cost health, dental, and vision benefits, life and disability insurance options, and paid time off, including holidays, volunteer time, and teams who know how to have fun. Add to that an onsite wellness facility with fitness classes and programs, a daycare center, a cafeteria, and even an onsite medical clinic. Farm Bureau…. where the grass really IS greener! Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization. Applicants must be currently authorized to work in the United States on a full-time, permanent basis. We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role. For example, we are not considering candidates with OPT status.