The Standard · 22 hours ago
Portfolio Analyst-Investments
United States
Full-time
Remote
Mid Level
$85K/yr - $95K/yr
4+ years expThe Standard is a company focused on making a difference in the lives of others through financial stability and innovative technologies. The Portfolio Analyst plays a pivotal role within the Investment Management team, conducting portfolio-level analytics and delivering performance reports while collaborating with investment professionals to achieve optimal outcomes.
FinanceFinancial ServicesInsurance
Responsibilities
Lead analysis initiatives to support benchmarking, reporting, performance and attribution analysis, surveillance, and compliance testing
Lead efforts guiding the investment management team in evaluating, enhancing, and implementing credit and investment analytical tools
Provide essential support to the portfolio management team, including trade tracking and entry, cash flow monitoring, new-issue deal sourcing, and related tasks
Lead efforts to enhance operational efficiencies, supporting portfolio optimization, data integrity, and precise reporting. Innovate by developing tools that streamline and automate key processes
Qualification
Required
Ability to work in Eastern Time Zone is a requirement of the role
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
Familiarity with fixed income investments such as corporate bonds, structured securities and private placements
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
Preferred
Professional Certification: Progress toward, or a demonstrated interest in, obtaining the CFA designation is highly valued
Benefits
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
Company
The Standard
The Standard is a leading provider of workplace benefits including group and individual disability insurance, group life and accidental death and dismemberment insurance, group dental and vision insurance, group accident, critical illness and hospital indemnity insurance, paid family leave and absence management services, retirement plans services and individual annuities.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2016-03-07Acquired
1999-04-16IPO
Leadership Team
Jared Hyman
Regional Vice President
Brad Yoder
Assistant Vice President - Life, Supplemental Health & Disability Claims
Recent News
2025-12-17
2025-11-03
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