Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most.
Requirements
- 5+ years investment experience and fundamental credit analysis (private placement experience preferred)
- Experience underwriting, recommending, and presenting transactions
- Bachelor's degree required, MBA/CFA desirable
- Ability to successfully manage multiple assignments simultaneously with high attention to detail
- Strong verbal and written communication skills
- Excel proficiency
Benefits
- Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
- Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
- Paid Parental Leave as well as an Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation