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Investment Analyst - Alternative Investments

Accounting/Finance - Investments, Real Estates, Other Careers, Hobbs Brook Job ID 2022-12008 Waltham, Massachusetts 05/25/2022
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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.

FM Global Investment Management (FMGIM) is responsible for the global investment assets of the company including the General Account, which holds the combined investment assets of the insurance company, an open and accruing defined benefit pension plan, and the defined contribution plan.

This Analyst level position will involve assisting and working closely with the senior investments director in areas including alternative investment projects supporting growing collaborative intelligence related 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. This will be 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.


Responsibilities:

Main responsibility of the role will be leading projects that increase collaboration between FMGIM and the company by providing an investment lens for company priorities.

Projects include using knowledge from investment markets and relationships for initiatives such as measuring insurable risk for private equity owned businesses/properties, innovation in the insurance industry, and ESG.

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

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.

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

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.

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:

  • Minimum of 3 years of work experience required; 5 plus years preferred.
  • 2+ years of investment banking, private equity/venture capital, hedge fund, investment management, or management consulting related experience preferred.
  • Experience in insurance-specific industries is a plus.
  • 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 approach and a passion for investments.
  • Good knowledge in using Bloomberg, FactSet, and similar investments systems.
  • CFA, CAIA or progress towards designation(s) preferred.

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.

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