Investments Rotational Program Analyst jobs in United States
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FM · 3 days ago

Investments Rotational Program Analyst

FM is a leading mutual insurance company dedicated to property risk management and resilience for its policyholder-owners. The Investments Rotational Program Analyst will participate in a two-year rotational program, gaining exposure to portfolio management and operational activities within the FM Investment Management team.

FinanceFinancial ServicesInsuranceRisk Management
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H1B Sponsor Likelynote

Responsibilities

Work closely with Investment team colleagues to research markets or investment strategies and contribute to the development of actionable insights
Conduct market and industry research covering current and developing sector trends
Support the sourcing, analysis, due diligence and onboarding processes for investment strategies
Contribute to research meetings with written recommendations, analysis and/or presentations
Attend and document due diligence and research calls with investment managers, company management, and/or research providers
Develop analytics to monitor the performance of investments and conduct portfolio and risk analytics
Initiate and manage projects to improve efficiency of processes and operations across the team
Provide operational, compliance, reconciliation, documentation and reporting support, with a focus on accuracy, efficiency and business relevance
Ad Hoc projects as needed by the business, including Capstone Presentation at the end of two-year program

Qualification

Institutional investment managementResearchAnalytical abilitiesFinancial modelingMicrosoft ExcelBloomberg knowledgeFactSet knowledgeIntellectually curiousMotivatedQuantitative skillsOperational supportDocumentation supportReporting supportCommunication skillsCollaboration skillsPresentation skillsSelf-starter

Required

4-year bachelor's degree
1+ years of institutional investment management or related work experience (related internships will be considered)
Intellectually curious and driven self-starter
Motivated to be working in a competitive and fast paced industry
Exceptional research and analytical abilities
Strong communication, presentation and collaboration skills
Strong quantitative skills including Microsoft Excel and financial modeling
Microsoft Office

Preferred

Advanced coursework in economics, investments, accounting, finance, data science, quantitative methods, and/or statistics
CFA or CAIA, or progress towards
Knowledge of Bloomberg, FactSet, and related analytical platforms

Benefits

Incentive plan
Generous health and well-being programs
401(k)
Pension plan
Career development opportunities
Tuition reimbursement
Flexible work
Time off allowances
Much more

Company

For nearly 200 years, FM has empowered businesses worldwide to manage risk, prevent loss, and build resilience.

H1B Sponsorship

FM 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
2025 (53)
2024 (20)
2023 (55)
2022 (65)
2021 (35)
2020 (33)

Funding

Current Stage
Late Stage
Total Funding
$8.04M
2010-05-05Series Unknown· $8.04M

Leadership Team

M
Mike Lebovitz
Retired
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Company data provided by crunchbase