Security Benefit · 1 week ago
Investment Analyst
Des Moines, IA
Full-time
Onsite
Entry, Mid Level
1+ years expSecurity Benefit is a leader in the U.S. retirement market with more than $55 billion in assets under management. The Investment Analyst position involves assisting in the origination and management of Investment Grade Credit investments, conducting financial analysis, and maintaining relationships with corporate debt sources.
CrowdfundingFinancial ServicesInformation Technology
Responsibilities
Assists Head of Investment Grade Credit in originating and managing individual Investment Grade Credit investments suitable to Security Benefit’s risk and return objectives
Responsible for the creation and maintenance of pricing models on Investment Grade Credit portfolio using market consistent measures and utilizing them on a monthly basis to price certain Investment Grade Credit investments
Responsible for ad hoc and periodic reporting on Investment Grade Credit investments
Responsible for coordinating with legal team(s) ensuring appropriate legal documentation is acquired to support Investment Grade Credit investments
Responsible for conducting financial analysis and overall due diligence on potential and existing Investment Grade Credit investments to understand business performance, operating trends, operating and financial forecasts, industry dynamics and assessing the overall risk of an individual potential Investment Grade Credit investment including security package and covenant protections
Assists Head of Investment Grade Credit in trading Investment Grade Credit investments suitable to Security Benefit’s risk and return objectives
Form and maintain business relationships by interfacing with borrowers and other sources of corporate debt investment origination
Qualification
Required
Bachelor's degree required, preferably in Finance, Economics, or related field
Typically has 1-5 years of investment analysis and experience in corporate lending/debt investing
Proficient expertise in quantitative, analytical, modeling and financial analysis skills
Strong skills in Microsoft Excel, proficiency with other Microsoft Office applications
Ideal candidate will be well organized, independent, entrepreneurial, assertive, self-motivated, detail oriented and able to work in a fast-paced environment on multiple projects
Ideal candidate will be intellectually curious, possessing a strong desire to understand complex loans and situations in a dynamic environment
Strong work ethic with a team-oriented approach
Strong written and verbal communication skills, including the ability to work well with people at all levels of the organization and develop/maintain external relationships
Preferred
Progress toward CFA, CCIM, and/or MBA preferred (support provided)
Benefits
Competitive salary and annual incentive bonuses to reward your contributions.
33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
Paid parental leave after 90 days of service.
Comprehensive medical, dental & vision insurance.
401(k) with company match, plus Profit Sharing & Savings Plan.
Short- and Long-Term Disability Insurance to give you peace of mind.
Flexible Spending Accounts for medical and dependent care.
Life Insurance to protect your loved ones.
Educational assistance to support your career development.
Associate assistance programs for your personal and professional well-being.
Company
Security Benefit
Security Benefit is a financial service provider company.
501-1000 employees
H1B Sponsorship
Security Benefit has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (16)
2022 (13)
2021 (10)
2020 (12)
Funding
Current Stage
Late StageTotal Funding
$1.15B2025-09-26Debt Financing· $500M
2024-10-30Debt Financing· $650M
Leadership Team
Doug Wolff
CEO & President
Recent News
2025-09-19
Company data provided by crunchbase