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Unum Group

Associate Investment Officer

Unum Group - Chattanooga, TN

Grade: 11B

Pay Range: $69,800.00-$116,300.00

Job Posting End Date: 11/19

General Summary:

This position is responsible for assisting in the research of a wide range of national and international corporate offerings for a $30 billion credit portfolio. The incumbent will provide research recommendations on Investment Grade and High Yield securities for a segment of the portfolio to Senior Portfolio Managers, the Head of Research, and are an important component of the company’s buy/sell decisions.

Principal Duties and Responsibilities

Credit Review and Analysis

Assess credit quality of a variety of corporate bond offerings and industries using a variety of research sources including but not limited to the internet, Bloomberg, financial reports, and SEC filings

Monitor and make recommendations regarding exposures to respective industries

Actively monitor the existing bond portfolio working closely with Head of Research and various portfolio managers

Formally assign and rate investment grade and high yield credits and industries bi-annually

Perform quarterly portfolio reviews and prepare written research reports on assigned issuers or industries

Perform month-end pricing in conjunction with Investment Accounting

Credit Management and Trading Recommendations

Maintain and develop research contacts and resources with a variety of street, and rating agency analysts

Make  investment recommendations on the purchase or sale of corporate bonds to the head of research and various portfolio managers

Effectively communicate with and critically analyze comments of CEO’s, CFO’s and Investor Relations Officers at large national and international Corporations

Utilize investment research skills to partner with underwriting and other functional areas of the corporation to assist in the New Business and Renewal process providing company specific analysis and industry assessments

Assume responsibilities for special projects or other duties when required

Job Specifications

MBA in finance, accounting, economics or related field required. CFA preferred.

3-4 years relevant work experience in investments; solid knowledge of fixed income market, economics and credit research required

Strong written and communications skills, with the demonstrated ability to clearly and quickly communicate ideas and recommendations verbally and in writing

Solid excel or other spread sheeting technology and ability to learn new software and utilize external quantitative tools that value corporate credit risk required

Solid financial research skills, producing and maintaining quantitative financial models

Excellent problem solving skills, documentation skills and ability to work independently

Strong work ethic, attention to detail, team orientation, and commitment to excellence

Ability to multitask and thrive in a fast-paced environment

12 days 7 hours ago

Unum Group

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Associate Investment Officer Unum Group - Chattanooga, TN, United States

   

Location: Chattanooga, TN

Company Profile:
Since our founding in 1848, Unum has been known for breaking new ground in the business of benefits. Integrity, determination, innovation and leadership were at the core of our company 165 years ago, and they are just as relevant to our business today.