Investment Analyst, Alternatives

Full Time
Waltham, MA 02454
Posted
Job description

More information about this job:

Overview:


FM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM Global helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk management skills and support services; tailored risk transfer capabilities; and superior financial strength. To do so, we rely on a dynamic, culturally diverse group of employees, working in more than 100 countries, in a variety of challenging roles.


Summary:


This analyst level position will involve assisting and working closely with the senior investments director in areas including direct private investments and other alternative investment projects supporting growing collaborative intelligence initiatives between the Investments department and Insurance business of FM Global. Additionally, this role will work with senior members of the team and the CIO in areas spanning multiple asset classes including equities and fixed income with a focus on real estate and other alternative investments for the global General Account and the US Defined Benefit pension plan. This is a new role and has significant growth potential across Investments.


The work model for this position is hybrid, based in Waltham, MA. Most of the work is spent on-site in the office, with some flexibility for some remote work. Candidate should be able to travel up to 20% within the United States.


Responsibilities:


  • Main responsibility of the role will be sourcing and analyzing potential direct private investments independently and in conjunction with current or prospective private equity partners.

  • Leading projects that increase collaboration between FMGIM and the company by providing an investment lens for company priorities. Including:

    • Leveraging knowledge from investment markets and relationships for measuring insurable risk for private equity owned businesses/properties

    • Evaluating opportunities for investment in companies pursuing innovation relevant to the insurance industry (insurtech, fintech, etc.)

    • ESG and Climate Resilience

  • Assist in the sourcing and due diligence process for new investment managers working with the senior investments lead on all aspects of external manager document review and onboarding processes.

  • Work closely with our vertically integrated real estate platform, Hobbs Brook Real Estate, to provide actionable insights for ongoing portfolio management and future opportunities within the General Account.

  • Attend and lead research meetings, involving formal written recommendations and presentations on fund managers and strategies across asset classes.

  • Conduct market and industry research and be informed about current and developing insurance sector trends.

  • Provide investment analysis related to multi-asset strategies and / or specific asset classes including equities, fixed income, and private and liquid alternative investments.

  • Conduct comprehensive portfolio and risk analytics, as needed.

  • Attend and contribute to research meetings, involving formal written recommendations and presentations on managers and strategies.

  • Attend and document quarterly due diligence calls and semi-annual meetings with various investment managers.

  • Work closely with senior investments lead and fund managers on ad-hoc research projects.


Qualifications:


  • Required Education:


    • Bachelor’s degree


    Required Work Experience:


    • 3+ years of related work experience


    Highly Preferred Work Experience:


    • 1-2 years of investment banking, private equity/venture capital, investment management, or management consulting related experience

    • Experience in insurance-specific industries


    Required Skills:


    • Research, financial modeling, analytical and valuation skills

    • Broad knowledge of the financial markets and within multiple asset classes (Equities, Fixed Income, Alternatives, etc.)

    • Strong communication, presentation, and collaboration skills

    • Fast learner with a strong teamwork-based mindset and a passion for investments

    • Good knowledge in using Bloomberg, FactSet, and similar investments systems


    The salary range for this position is $91,400 to $131,300. The final salary offer will vary based on geographic location, individual education, skills, and experience. The position is eligible to participate in FM Global’s comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more.


    We offer our employees a wide range of benefits including career long learning opportunities, tuition reimbursement, 401 (k), pension, flexible schedules, rich health and well-being programs, generous time off allowances, volunteer days and so much more!


    FM Global is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.


    Please note that all FM Global visitors, including external candidates interviewing for open positions will be required to be vaccinated and should be prepared to provide proof of vaccination.

jjbodyshop.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, jjbodyshop.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, jjbodyshop.com is the ideal place to find your next job.

Intrested in this job?

Related Jobs

All Related Listed jobs