Job Title:
Sr Investment ProfessionalThis position is located in the WoodmenLife Tower in downtown Omaha, NE.
This position has a hybrid 4/1 work schedule.
In this role, you will be an integral part of the Securities Team. Supports and initiates effective selection of publicly-traded and privately-held investments. Provides key data and reports for accurate financial statement reporting; ensures accurate compliance reporting and analysis; aids in completing audit requests and A.M. Best reporting; and supporting Investment Accounting reporting and/or supporting the preparation of asset and economic data in cash flow forecasting.
Essential Job Functions - Analyzes capital markets and assesses risk and reward, on a daily basis, to help identify appropriate security purchases or sales for the internally managed investment portfolio.
- Supports the investment acquisition process through brokers and electronic platforms.
- Evaluates portfolio holdings for regulatory and statutory compliance.
- Prepares data for internal and external customers, through the use of a variety of software packages, including State Street Global Exchange's Investment Accounting systems (PFI), BondEdge, and Bloomberg.
- Helps prepare and reconcile internal and external financial records; investigates discrepancies with the financial statement reports
- Collects and prepares data to assist in the audit process of the investment portfolio.
- Collects and prepares data for internal cash flow forecasts.
- Performs other duties as assigned by management.
Essential Job Skills - Commitment to and priority to the position as a career rather than a job
- Employs critical thinking skills and engages in life-long learning
- Employs strong analytical skills necessary to critique and interpret complex data.
- Is a self-starter, able to function at maximum productivity on a consistent basis with little oversight.
- Willingness to continually seek process and strategy improvements
- Willingness to perform tasks at any level as needed and/or assigned by management
- Ability to work under significant time pressure
- Communicates well (including the ability to listen and question); able to articulate information clearly and succinctly in a variety of settings and to differing audiences.
- Comfortable with constructive feedback and recommendations from division and department managers.
- Accepts change and adapts to it, understands that change is beneficial
- Ability to work well in a team-oriented environment
- Displays professionalism and diplomacy in all contacts and is committed to the highest ethical standards
- Meets expectations for attendance and punctuality in accordance with the expectations established by your supervisor and WoodmenLife policy.
Minimum Technical Qualifications- BA/BS degree in business or finance and 7+ years' experience in fixed income and/or statutory financial statements
- Understanding of Asset-Liability Management
- CFA charter designation, or progress towards that designation.
- Proficient use of MS Office (Excel, Word, Access)
- Knowledgeable about software systems such as PAM for Investments, BondEdge, Bloomberg and various online VPNs
- Ability to work hours needed to achieve business results. This includes but is not limited to working early mornings to ensure trades are completed timely, being available to perform business resumption tests and working days in which the market is open and WoodmenLife is closed.
If you're ready to make an impact in your community, we'd love to hear from you. Apply today!WoodmenLife will not sponsor applicants for work visas for this position. Applicants must be currently authorized to work in the United States on a full-time basis.
Please ensure your resume includes your current contact information, including:- Full name
- Phone number
- Email address
- Current city and state of residence
As part of WoodmenLife's employment process, candidates will be required to complete a criminal background check, credit check (when required for position), fingerprint check (when required for position), drug screen and reference checks. Any offer of employment will be contingent upon successfully passing the above. 
