Title Investment Management Analyst, Performance & Attribution
Job Location Hartford, CT, US
Prepare, analyze and deliver portfolio risk and performance reports from various portfolio risk and performance measurement and attribution systems to provide portfolio insight. Perform data validation and exception processing. Provide support to users of these reports across investment management, marketing groups, and clients.
Commitment to Diversity, Equity and Inclusion
Our company embraces the principles of diversity, equity and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Job Posted 8/21/2023
How to Apply Visit Website
Title Fixed Income Research Analyst
Employer New England Asset Management (NEAM)
Job Location Farmington, CT
We currently offer an excellent opportunity for a Fixed Income Research Analyst in our NEAM office in Farmington CT. We currently offer a hybrid schedule with T/W/TR in our Farmington, CT office and M/F remote.
Position Description We are currently seeking an early career investment grade corporate credit analyst. The successful candidate will be a member of a team that provides fundamental credit analysis used for making timely investment recommendations for client portfolios with the goal of outstanding investment performance. This position is responsible for:
Qualifications, Education, Experience
NEAM is a wholly owned subsidiary of General Re Corporation, which is a subsidiary of Berkshire Hathaway Inc. NEAM has developed proprietary decision-making tools and specialized services enabling the delivery of asset and capital management solutions to clients within the context of evolving regulatory, accounting and tax issues faced by insurance companies today.**
The firm’s culture is team oriented, collaborative, transparent and intellectually curious.
**NEAM does not offer tax/legal advice.
It is the continuing policy of New England Asset Management to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability, marital status, liability for service in the armed forces, veteran status, citizenship, sexual orientation, gender identity, or any other characteristic protected by the applicable law. In addition, New England Asset Management provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.
APPLY: We currently offer an excellent opportunity for a Fixed Income Research Analyst in our NEAM office in Farmington CT. Contact: Beth Andrew-Berry [email protected]
Date Posted 8/9/2023
Title Associate Client Strategist (Portfolio & Relationship Management)
Job Location Hartford, CT
The Associate Client Strategist is responsible for working with Senior Client Strategists to help with servicing our clients’ needs and to learn the day-to-day portfolio management and relationship management of designated insurance clients. The successful candidate will possess excellent communication skills to articulate economic, capital market, and portfolio commentary for their clients as well as strong analytical skills to effectively manage portfolios. The successful candidate will have a demonstrated history of utilizing internal client resources effectively to serve external clients to the best of the firm’s ability.
The Client Strategy group is responsible for delivering investment and capital management services to clients. The members of the Client Strategy group are the day-to-day contacts for NEAM's insurance company clients and lead the internal client teams. They are responsible for the relationship management and client portfolio management functions which include the application of NEAM investment policy to specific client portfolios and having intimate knowledge of the day-to-day activities in the portfolio, client guidelines, risk tolerance, and unique requirements. Their specific focus is to effectively provide service that result in maintenance and growth of assets under management with their client. The Client Strategist will represent the firm at regular client board and investment committee meetings and report on economic and capital market developments, investment strategy, portfolio activity, and performance results.
The successful candidate will possess a minimum of two years of relevant industry-related experience. This individual will possess a client service mentality, strong written and oral communication skills, and have an ability to make a lasting impression on clients. In addition, this individual will have:
Education: Bachelor’s degree in a related field is required.
Certification: CFA or progress towards completion preferred.
Contact: Please submit your resume to: [email protected]
Title Sales Operations Specialist (Hybrid)
Position Description This position reports to the Head of Sales Operations and provides sales and marketing support for sales and consultant relations. Duties include responding to prospect, client and consultant requests, completing consultant databases and questionnaires by stated deadlines, aiding in responding to Request for Proposal (RFPs), producing presentations and marketing collateral, and related sales and marketing activities. This position will also interact with members within Business Development as well as other units of Conning.
Job Posted 7/31/2023
How to Apply Visit Website
Title Business Development/RFP Specialist (Hybrid)
Position Description Support the Business Development team by using firm-wide resources to respond to Request for Proposal (RFPs), update strategy presentations, maintain quarterly statistics, and update CRM systems including RFP, consultant and presentation databases. The position requires expertise in Microsoft Word, Excel, and PowerPoint and excellent proof-reading skills as well as the ability to juggle multiple tasks and changing priorities. The ideal candidate should have strong writing/editing skills, and prior experience in producing RFP responses.
This role provides an opportunity to develop strong relationships with experts across all areas of the firm including the most senior leadership within Conning. This position also offers the successful candidate the ability to develop strong investment knowledge and the ability to directly support revenue generation for the firm.
Title Portfolio Management
Lead client portfolio manager for assigned insurance asset management clients. Responsible for managing the client relationship in a team approach, with strategy portfolio managers, analysts, and traders. The candidate must have a minimum of 5 years capital market experience, with demonstrated knowledge of and experience in all fixed income sectors including corporate bonds, municipal bonds, and structured securities. Experience with preferred and common stocks a plus. A broad understanding of the economic and capital market theory and conditions, as well as insurance company portfolio management is needed. Excellent communication and presentation skills required, as the successful candidate will be representing the firm at client board and investment committee meetings, reporting on economic conditions, portfolio activity and strategy, and portfolio performance results.
Commitment to Diversity, Equity, and Inclusion
Conning is an equal opportunity employer. Our company embraces the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them. If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
VIEW JOB LINK
Job Posted 7/11/2023
Title Corporate Credit Analyst (Hybrid)
Utilize credit research expertise to provide fundamental credit and relative value opinions on assigned industries and companies, and their respective fixed-income securities. Provide recommendations for portfolio allocation among industry groups. The Credit Analyst will be responsible for sector coverage within Industrials and will work with portfolio managers and traders to develop investment strategies for corporate bonds.
Independently perform in-depth quantitative and qualitative analysis regarding the credit worthiness of assigned companies within specific industry sectors. Assign and maintain internal target credit ratings and fundamental outlooks. Interact with company management, rating agencies and sell-side analysts, both fixed income and equity. Identify and analyze external macro and industry-specific factors which will impact the creditworthiness of companies. Develop an awareness of industry and capital market issues, trends and pricing so that relative value investment recommendations can be made on a comparative basis. Communicate credit recommendations via conversations with, and presentations to, senior credit analysts, portfolio managers and traders.
Conning offers a broad array of benefits and compensation package is commensurate with experience.
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Job Posted: 6/7/2023
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