Join Western & Southern – Somewhere You Want to Be
At Western & Southern, is somewhere to grow, lead, win and do good for others. Our supportive culture, continuous learning opportunities and connection to our local communities make our company the ideal place for a career. For more than 135 years, our long-term success is fueled by a deep commitment to customer service and our community.
Recognized again as one of the top 100 companies by the American Opportunity Index (AOI) for our commitment to career growth and employee development. We are dedicated to creating opportunities for our associates to grow and succeed. We take pride in our award-winning talent development team and our recognition as a Top 10 Military Friendly Employer and Top Spouse Employer.
Hear what our associates say about their experience at W&S!
Our Culture: Excellence and Collaboration
Western & Southern is built on a culture of integrity, top-notch performance, teamwork and collaboration. We’re committed to hiring and developing professionals who strive for excellence, demonstrate strong ethics and make fact-based decisions. Our associates are empowered to chase their career dreams while being supported every step of the way.
A Day in the Life of a Portfolio Analyst
The Portfolio Analyst is a member of the Portfolio & Risk Analysis group on the investment team with varying responsibilities. The primary goal of the centralized Portfolio & Risk Analysis function is to work closely with the investment team and operations group to increase efficiencies and data accuracy with improved reporting and dynamic portfolio analysis of both third-party institutional accounts and Western & Southern's balance sheet. The associate is exposed to all facets of investment management processes, including portfolio construction, trading, risk management and reporting. The associate will have exposure to a broad range of asset classes and sectors within Fixed Income and Public Equity and will specialize in a specific area.
Duties and Responsibilities
- Maintains, enhances, and centralizes internal portfolio, risk, and performance analysis tools and reporting used by the investment team.
- Supports data gathering and reporting for internal risk management as well as customized and standardized reporting for all affiliated and external clients.
- Assists with the use and maintenance of portfolio management and trading systems, including Bloomberg, PAM, PACE, MarketAxess, TradeWeb, Trepp, Intex, FactSet, and Markit EDM. Assists in review and diligence of new systems.
- Provides input into the construction, management and monitoring of portfolios - this includes risk positioning, trade strategies and implementation.
- Potential to evolve into a decision-making member of the investment team, with the ability to analyze and recommend investments for inclusion in various mandates.
- Works closely with Operations group on all related matters and serves as liaison between Operations and Investment Team.
Desired Competencies and Skills:
- Bachelor’s degree in business (finance, accounting, economics, information technology, etc.) or quantitative related field.
- 0-3 years of industry experience.
- Experience with Bloomberg, PACE, and/or Tableau a plus.
- Strong working knowledge of Microsoft Office applications, specifically strong Excel modeling skills.
- Knowledge of VBA, SQL, or similar programming languages and knowledge of database software and design and application a plus.
Premier Benefits to Support YOU
We offer a comprehensive benefits package, including:
- Medical, dental, vision, and life insurance.
- 401(k) savings plan with pension options.
- Paid time off increasing with tenure.
- Tuition reimbursement and individualized career development plans.
- Parental leave and maternity leave with a 4-week transition back to work.
- Access to on-site amenities like a fitness center, cafeteria and more.
- Extensive employee discount program.
Western & Southern is not just a place to work—it’s somewhere to grow, lead, win and make a difference in your career and community. Learn more at www.westernsouthern.com/careers/home-office-careers.
