Investment Associate Job at Sammons Financial Group (West Des Moines)

Investment Associate

Sammons Financial Group

Location:
United States , West Des Moines

Category:
Finance

Contract Type:
Employment contract

Salary:

77019.00 - 128365.00 USD / Year

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Job Description:

Assist with the oversight and management of outsourced investment mandates for Sammons Financial Group Asset Management (SFGAM) by supporting quantitative and qualitative analysis and research for assigned strategy mandates. Maintain portfolio analytics, reporting packages, and quantitative surveillance tools. Support analysis for investment recommendations, key exposures, and risks for assigned strategy mandates.This role will be subject to an SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions.

Job Responsibility:

Assist with the oversight and management of outsourced investment mandates for Sammons Financial Group Asset Management (SFGAM) by supporting quantitative and qualitative analysis and research for assigned strategy mandates
Maintain portfolio analytics, reporting packages, and quantitative surveillance tools
Support analysis for investment recommendations, key exposures, and risks for assigned strategy mandates
Support ongoing oversight of external investment managers through quantitative and qualitative analysis under the direction of the SFGAM Portfolio Management team
Assist in the underwriting and assessment of new fixed-income investment opportunities with external managers in collaboration with the SFGAM Portfolio Management team
Create and maintain portfolio analytics, reporting packages, and quantitative surveillance tools to support the SFGAM Portfolio management team
Develop an understanding of key factors that can impact the value of SFGAM’s investments, including, but not limited to, nationally recognized statistical rating organization (NRSRO)/ National Association of Insurance Commissioners (NAIC) rating methodology, regulatory impacts, capital requirements, and drivers of industry, sector, and issuer fundamentals throughout the credit cycle
Develop and maintain strong working relationships with internal investment team members, external managers, and team members throughout Sammons Financial Group Companies
Develop and strive to continually improve investment processes and oversight of the portfolio and third-party asset managers
Communicate with external asset managers as necessary to support the SFGAM Portfolio Management team
Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity)
As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands
Participate in other initiatives and/or projects as necessary

Requirements:

Bachelor's Degree in Finance or related field of study Preferred
Minimum 3 years' of relevant experience in insurance asset management, fixed income investing, or related roles Preferred
Experience in fixed income markets and credit analysis Preferred
Experience with Bloomberg software Preferred
Strong quantitative and qualitative analytical skills and the ability to take data from several sources and organize, validate, and analyze data
Intellectually curious nature and positive attitude towards learning new or complex topics
Excellent ability to work in a collaborative team environment within and outside of SFGAM
Strong ability to ask questions and show engagement in meetings within and outside of SFGAM
Excellent oral and written communication skills
Excellent attention to detail, self-initiative, and team player
Strong technical proficiency in Excel and PowerPoint
CFA designation Preferred

Nice to have:

CFA designation
Experience with Bloomberg software

What we offer:

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays
Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you
An ownership culture that inspires
join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success

Additional Information:

Job Posted:
May 05, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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