Portfolio Analyst-Investments

The next part of your journey is right around the corner — with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

Job Summary:

The Portfolio Analyst plays a pivotal role within the Investment Management team, contributing to a dynamic and collaborative environment. Core responsibilities encompass conducting thorough portfolio-level analytics and delivering insightful performance reports. The position also involves collecting, processing, and ensuring the accuracy of security-level data and trade entries. A key focus is placed on fixed-income market research and the preparation of a weekly tactical report to inform and enhance investment strategies. Additional responsibilities include managing and validating investment data, spearheading process enhancements, responding to organizational data requests, and engaging in vendor selection, due diligence, and ongoing relationship management.

In this capacity, the Portfolio Analyst partners closely with principal investment professionals, actuaries, accountants, and product development teams, all working together to achieve optimal investment outcomes across public and private strategies.

* Ability to work in Eastern Time Zone is a requirement of the role. *

The Skills & Background You’ll Need:

• Benchmarking, Reporting, and Analytics (25%):

Lead analysis initiatives to support benchmarking, reporting, performance and attribution analysis, surveillance, and compliance testing.

• Analytical Tool Assessment and Implementation (25%):

Guide the investment management team in evaluating, enhancing, and implementing credit and investment analytical tools. Utilize platforms such as Bloomberg Terminal, FactSet Workstation, S&P Global, ICE Index Platform, Barclays Live, and other service providers to ensure effective data distribution, reporting, and market intelligence.

• Portfolio Management Support (25%):

Provide essential support to the portfolio management team, including trade tracking and entry, cash flow monitoring, new-issue deal sourcing, and related tasks. Act as a liaison between portfolio management and investment operations to ensure seamless communication and workflow.

• Operational Efficiency and Process Improvement (25%):

Drive initiatives to enhance operational efficiencies, supporting portfolio optimization, data integrity, and precise reporting. Innovate by developing tools that streamline and automate key processes.

• Education: Bachelor’s degree in Finance, Business, Mathematics, or a related field is required.
• Experience: Minimum of four years’ relevant experience in principal investment or capital markets environments.
• Candidates must exhibit strong financial modeling and analytical abilities within an investment or capital market setting, complemented by expertise in the United States capital markets. The position demands keen attention to detail, self-motivation, and a collaborative approach to teamwork.
• Professional Certification: Progress toward, or a demonstrated interest in, obtaining the CFA designation is highly valued.
• Familiarity with Bloomberg and at least one major fixed-income analytics platform (FactSet, Aladdin, Bond Edge, etc.).

• Project management experience.
• Experience with Power BI or similar data visualization tools.
• Proficiency in Python or other programming languages.

 

Key Behaviors of a Successful Candidate:

Driving Success: Acts with urgency, pursues ambitious goals and shows resilience in the face of obstacles and setbacks. Independently drives work forward and takes responsibility for achieving job requirements, tasks and objectives.

Adaptability: Sees possibilities in changing circumstances, accepts and understands change and alters behavior as necessary. Demonstrates flexibility by willingly accepting new situations such as teams, projects or work processes.

Winning Together: Actively engages colleagues to achieve shared outcomes by developing trust, inviting diverse perspectives and pushing to bring the best ideas forward. Seeks out and encourages diverse perspectives; helps individuals relate to, understand and accept other perspectives.

#LI-REMOTE

Why Join The Standard?

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions

• An annual incentive bonus plan

• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure

• A supportive, responsive management approach and opportunities for career growth and advancement 

• Paid parental leave and adoption/surrogacy assistance

• An employee giving program that double matches your donations to eligible nonprofits and schools

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.

The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.

Salary Range:

Base range of $85k - $95k with a 20% annual bonus

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant’s specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.