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Investment Analyst at Everlake
Everlake
Northbrook, IL
Finance
Posted 0 days ago
Job Description
Who We AreEverlake a leading life insurance company headquartered in Northbrook IL with offices in Chicago IL and Lincoln NE is conducting a search for an Investment Analyst to join our growing team. If you have a passion for business value working in a dynamic team environment and are ready to roll up your sleeves to help us achieve best in class results then this may be the role for you.At Everlake you will find the dynamics of a small entrepreneurial organization and the strength of a big corporation rolled into one. We think big and evolve quickly backed by a collaborative mindset and a solid financial foundation.Position SummaryWe are seeking an early career professional to join our Investments team as an Investment Analyst supporting portfolio analytics and asset-liability management (ALM). The successful candidate will contribute to the management of a diversified general account portfolio with responsibilities spanning investment analytics risk management and balance sheet alignment. This role offers exposure to multiple complex asset classes insurance company financial dynamics and visibility through collaboration with sophisticated external asset managers and senior-level internal stakeholders.Key ResponsibilitiesPortfolio Analytics Support ongoing monitoring of investment portfolios including performance exposures and risk metrics. Prepare analytical reports for senior leadership highlighting key trends risks and opportunities. Assist in market analytics to support portfolio reviews.Asset-Liability Management (ALM) Contribute to ALM analysis that evaluate the interaction between assets liabilities and capital requirements. Assist in scenario testing and stress analysis to support balance sheet resilience and statutory/regulatory requirements.Manager Oversight & Support Coordinate with external asset managers custodians and internal partners to ensure timely delivery of data and reports. Track multiple investment manager updates and ensure alignment with portfolio objectives.Cross-Functional Collaboration Partner with Finance Actuarial and Risk teams to support statutory reporting regulatory compliance and capital management. Contribute to cross-departmental initiatives related to investment income forecasting and balance sheet strategy.Qualifications & Attributes for Success Bachelors degree in Finance Economics Mathematics or related field; progress toward CFA is a plus. Demonstrated deep interest in investments and capital markets with intellectual curiosity to learn across asset classes. General understanding of insurance balance sheets and how investments support liabilities and capital. Strong analytical and quantitative skills with attention to detail and ability to interpret large data sets. Excellent communication and presentation skills to convey insights to both technical and non-technical audiences. Strong organization skills with an ability to manage multiple managers projects and priorities in a results-oriented team. Proficiency in Excel; experience with programming or statistical tools (e.g. Python R SQL) is a plus.Career DevelopmentThis role provides a strong foundation for a career in insurance investments offering opportunities to develop expertise in portfolio management ALM and multi-asset class analytics. The analyst will gain visibility across the organization and have direct involvement in projects that shape the companys investment and balance sheet strategy.Benefits: Medical dental and vision benefits 401-k plan Incentive Program Flexible paid time off plan Hybrid work environment Paid holidays Tuition assistanceRequired Experience:IC Key Skills Close Protection,Accounting And Auditing,C#,Agriculture,Civil Project Management,Import & Export Employment Type : Full-Time Experience: years Vacancy: 1 Yearly Salary Salary: 65000 - 85000
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