Job Details

The stated pay range is based on a national average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus-eligible.

As an Investment Risk & Performance Analyst, your responsibilities will include:

• Performing detailed analysis of portfolio performance, exposures, and risk factors across strategies, benchmarks, and asset classes.

• Assisting in the preparation of forward-looking scenario analysis and stress testing that support investment decisions.

• Monitoring liquidity, guideline compliance, and quantitative risk metrics to ensure alignment with investment policy.

• Developing and maintaining key risk and return metrics for internal stakeholders, including senior management and business partners.

• Benchmarking portfolio investments against market indices and peer groups; preparing attribution analysis and interpreting variance drivers.

• Ensuring accuracy, timeliness, and integrity of performance reporting and analytics.

• Managing relationships with other portfolio managers, traders, and analysts within the firm in support of investment decisions and ad hoc analysis.

The Investment Risk & Performance Analyst position is well-suited for you if you:

• Have strong analytical skills, attention to detail, and the ability to work in a fast-paced environment while managing multiple priorities.

• Possess advanced Excel proficiency and familiarity with Bloomberg or other portfolio software tools.

• Demonstrate strong communication skills for presenting analysis and collaborating with internal stakeholders.

What you’ll need:

• Typically requires a Bachelor’s degree in Finance, Economics, or related field.

• Typically requires a minimum of 3 years of experience in investment-related field.

• The ability to apply AI tools to analyze data and deliver actionable insights.

What will set you apart:

• Progress toward graduate degree or professional designation preferred (MBA, CFA, CPA).

• Programming experience in Python, etc. is preferred.

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

• Medical insurance

• Dental insurance

• Vision insurance

• 401(k) retirement plan with company match

• Short-term & long-term disability insurance

• Paid time off and corporate holidays,

• Paid parental leave

• Company-paid life insurance

for additional information.

This role is affiliated to the Carmel Corporate Office, and candidates for this role need to reside within a 60-mile radius of that corporate office and will be required to come into that office.  CNO embraces flexibility, and encourages you to work with your manager to develop the workstyle that meets your personal needs as well as the needs of the business. You may be asked to travel to other corporate offices periodically. Please be aware that work cannot be performed from outside of the United States. 

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Compensation