Hartford Area Job Listings

Title Investment Management Analyst, Performance & Attribution

Employer Conning

Job Location Hartford, CT, US

Position Description

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.

Responsibilities:

• Prepare monthly and quarterly client performance presentation reports. Support ad-hoc reporting requests from clients.
• Perform calculations, analysis, research, and report preparation to support performance measurement, risk, and portfolio management processes and tools.
• Monitor performance data workflow, processes, and systems. Identify ways to maintain accuracy, reduce risk and improve efficiency.
• Identify, research, and resolve investment performance and performance attribution data anomalies, system issues and/or client inquiries.
• Support the creation and analysis of performance output for marketing brochures, new client presentations, requests for proposals, consultant questionnaires, etc.
• Support ad hoc client requests and prospect proposals for portfolio and benchmark performance, characteristic and analytical data.
• Support global investment initiatives through participation in projects, development and implementation of new initiatives, process reviews and/or system enhancements.

Requirements:

• Bachelor's degree, or equivalent, in accounting, finance, economics or business
• Prefer candidates with prior investment performance, analytics and/or GIPS experience
• Prefer candidates who are actively pursuing or have CIPM, CFA, MBA etc.
• Demonstrate understanding of investment asset types such as Fixed Income Instruments, Derivative Instruments and Equities
• Experience with industry tools such as BISAM B-One, SimCorp Dimension, Bloomberg/PORT, and/or similar performance/investment related tools
• Strong analytical skills and the ability to apply those to systems (SQL, Visual Basic, Excel)
• Solid interpersonal, teamwork and relationship-building skills
• Must be precise, thorough and detail oriented
• Desire to work in a fast-paced environment

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:

• Making investment recommendations and providing appropriate documentation to support the decision-making process.
• Conducting extensive due diligence to support buy/sell/hold decisions as well as relative value recommendations.
• Assessing individual company financial profiles.
• Preparing/maintaining financial models.
• Monitoring earnings releases and news stories.
• Networking with key industry participants and analysts.
• Preparing concisely written company specific reports that will include recommendation rationale, outlook, key credit strengths/concerns, as well as recent developments.
• Monitoring credit trends within assigned industry sectors, identifying key drivers within the sector, and presenting a near and intermediate term outlook.

Qualifications, Education, Experience

• 1-2+ years of relevant industry related experience, including internships with a proven track record of fundamental credit analysis that results in sound investment decisions.
• Direct experience analyzing financial institutions a plus.
• Ability to analyze and interpret financial statements and structures; determine management strengths, weaknesses, and viability of corporate strategies.
• Demonstrated success in identifying key credit issues and effectively communicating these findings to appropriate personnel.
• Possessing strong oral and written communication skills, proven ability to make, communicate, and defend decisions. Must have experience, and be comfortable with, presenting their analysis to both internal and external constituents.
• A self-starter with a passion for excellence and ability to manage his/her time effectively.
• Comfortable in a team oriented collegial environment.
• Bachelor’s degree required, advanced degree such as an MBA and/or CFA designation desirable or willingness to obtain.

About Us

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)

Employer New England Asset Management (NEAM)

Job Location Hartford, CT

Position Description 

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.

Department Description

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.

Qualifications, Education, Experience

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:

•  A capital markets orientation.
• An understanding of a wide variety of fixed income assets including Corporates, Municipals, and Structured Securities. A familiarity with Common and Preferred Stock is a plus.
• Demonstrated ability to listen and assimilate information in the context of providing solutions using client services.
• Ability to think quickly and offer creative solutions to problems.
• Demonstrated professionalism, team orientation, and a strong work ethic
• Proven ability to think creatively.
• Must be comfortable in a team oriented collegial environment that prizes strong individual contribution.
• Travel may be required domestically.

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]

Date Posted 8/9/2023

Title Sales Operations Specialist (Hybrid)

Employer Conning

Job Location Hartford, CT, US

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.

Essential Responsibilities:

• Work with various business units (marketing, portfolio management, credit research, etc.) to create consultant and prospect meeting presentations, complete quarterly questionnaires, including requests for data, and other ad hoc requests. Produce materials that are compliant with SEC, FINRA and GIPS compliance rules and regulations
• Maintain consultant databases with quantitative and qualitative information while ensuring data accuracy and completeness
• Conduct competitive analysis on Conning strategies relative to peers using tools such as eVestment Alliance and Mercer MPA Insight
• Create and run customized reports such as pipeline reports and prepare activity reports for senior management and briefing memos for internal meetings
• Be proficient with Salesforce, Qvidian, Upslide, eVestment and other systems necessary to be efficient and effective
• Work on ad hoc projects and be knowledgeable of components of quarterly census data for presentations, questionnaires and RFPs

Requirements:

• Bachelor’s degree or relevant sales/marketing experience with an investment management organization or other financial services firm
• Experience with Salesforce, Qvidian, Upslide, eVestment or similar database desirable
• Understanding of inner workings of investment strategies, spot inconsistencies / errors in language and data used
• Knowledge of the insurance industry and the investment consultant marketplace desirable
• Ability to adhere to deadlines and prioritize tasks
• Able to adapt to a fast-paced, ever-changing environment with occasional non-traditional hours to meet deadlines
• Strong analytical skills required
• Outstanding skill with Microsoft Office applications required
• Excellent communication, interpersonal including team-orientation and humility
• High degree of professionalism, organizational and time management skills, with the ability to work well under pressure while managing multiple responsibilities
• Commitment to a team-oriented environment and a willingness to openly share ideas and use the expertise of others to generate new ideas
• Strong reasoning ability
• Able to balance long-term projects against daily tasks
• Willing and able to seek help and additional guidance as needed

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 7/31/2023

How to Apply Visit Website

Title Business Development/RFP Specialist (Hybrid)

Employer Conning

Job Location Hartford, CT, US

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.

Essential Responsibilities:

Database Management:
• Work with global sales force to understand client needs and to create customized RFP responses and strategy presentations that highlight the firm’s strategic and competitive advantage.
• Maintain Conning’s RFP database (Qvidian) by proactively identify and update expired or outdated content.
• Identify process improvements that will create more efficient methods of gathering, sorting and accessing language and data within the database.
• Update consultant database with qualitative information to ensure consistency with RFP responses.

Project Management:
• Work with various business units (portfolio management, credit research, etc.) to create high quality, comprehensive presentations, proposals and other similar requests from concept to client-ready documents.
• Assign and delegate RFP questions with clear deadlines, monitor progress and adjust as needed.
• Proofread and format all final versions to achieve professional and polished client-ready documents.
• Proactively source RFPs for new business opportunities via industry search engines and websites.

Business Development Reporting:
• Responsible for monthly and quarterly census data updates for presentations and RFPs while ensuring data accuracy and completeness; updates include assets, personnel, performance, and qualitative information.
• Compile and generate monthly and quarterly reports using SalesForce.com. for board meetings, compliance, and senior management.

Requirements:

• Bachelor’s degree or relevant RFP experience with an investment management organization or other financial services firm
• Experience with Salesforce, Qvidian, Upslide, eVestment or similar database desirable
• Ability to manage projects consistently with prompt follow-through in a fast-paced environment.
• Strong written, oral communication and project management skills.
• Understanding of inner workings of investment strategies, spot inconsistencies / errors in language and data used
• Knowledge of the insurance industry and the investment consultant marketplace desirable
• Ability to adhere to deadlines and prioritize tasks
• Able to adapt to a fast-paced, ever-changing environment with occasional non-traditional hours to meet deadlines
• Strong analytical skills required
• Superior skill with Microsoft Office applications required
• Excellent communication, interpersonal including team-orientation and humility
• High degree of professionalism, organizational and time management skills, with the ability to work well under pressure while managing multiple responsibilities
• Commitment to a team-oriented environment and a willingness to openly share ideas and use the expertise of others to generate new ideas
• Strong reasoning ability
• Able to balance long-term projects against daily tasks
• Willing and able to seek help and additional guidance as needed

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 7/31/2023

How to Apply Visit Website

Title Portfolio Management

Employer Conning

Job Location Hartford, CT, US

Position Description 

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.

Responsibilities

• Primary relationship manager with client senior management, including Treasurer, Chief Financial/Investment Officers, and Presidents of client companies.
• Work in a team-oriented environment to bring optimal results to our clients. Collaborate closely with insurance solutions, strategy portfolio management, fundamental analysis, trading, risk management, insurance research and accounting groups to design and execute client specific investment strategies.
• Develop customized portfolio and operational strategies, given appropriate client input, with internal content expert teams.
• Work with colleagues to deliver client specific analysis and investment reports, including monthly and quarterly finance/investment committee reports, support for AM Best ratings meetings, investment income forecasting and portfolio repositioning analysis.
• Meet regularly with clients (manager and board members, as needed) both remotely and in-person to keep clients informed of the current and future economic outlook, portfolio activity and investment results.
• Act as liaison between clients and other parts of Conning, as appropriate.

Requirements

• Bachelor’s Degree (preferably in Finance, Mathematics or Economics) and/or MBA.
• CFA designation or in-process preferred.
• 5-years minimum experience in fixed income investment management.
• Ability to work effectively in a collaborative, team-oriented environment.
• Knowledge of investment and accounting issues as they relate to the management of insurance company fixed income and equity investments.
• Travel to client or prospect meetings is required, as needed.
• Excellent quantitative and qualitative analytic skills.
• Excellent oral and written communication skills
• Collaborative, team-oriented person
• Conning offers a broad array of benefits and the compensation package is commensurate with experience.

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)

Employer Conning

Job Location Hartford, CT

Position Description 

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.

Essential Responsibilities

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.

• Must have 5+ Years of experience in analyzing the credit worthiness of companies (Investment Grade or High Yield); specific knowledge of Industrial credit sector would be a plus.
• Credit analysis experience in a buy-side, sell-side, rating agency or insurance company environment would be preferable.
• Strong analytical and communication skills, both written and verbal; ability to effectively communicate and relay ideas and recommendations.
• Ability to work effectively with portfolio managers and traders, and as part of a team that includes other analysts.
• Technical skills using Bloomberg, FactSet, Excel, and/or S&P Capital IQ, a plus.
• CFA designation (or progress towards) a plus.

Conning offers a broad array of benefits and compensation package is commensurate with experience.

VIEW FULL JOB LINK 

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Job Posted: 6/7/2023

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