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Senior Investment Analyst

Waltham, Massachusetts

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Overview

As a mutual insurance company, we believe our corporate structure allows us to invest for the long-term with a focus on investment fundamentals rather than short-term market volatility. We achieve this through internal and externally managed strategies across a variety of markets and styles that best allow us to preserve and grow the company's capital.

Success Profile

What makes a successful Investments team member at FM Global?
Check out the top traits we're looking for and see if you have the right mix.

  • Detail Oriented
  • Driven / Self-Starter
  • Excellent Communicator
  • Collaborative
  • Creative Thinker
  • Diligent

Testimonial

As CIO, I strongly believe that top talent, subject matter expertise - bottom up and top down, collaboration and seamless execution will define our long-term success towards excellence in investment management.

We have embarked on an exciting journey to further build a top-notch sophisticated investment management framework, focusing on excellence in portfolio management, best practices processes and top talent -- onboarding, developing and retaining. We are based in the greater Boston area, an absolutely vibrant eco-system for investment management. We are adding to our Insurance investments team in the areas of risk and performance analytics, multi-asset investments including equities & fixed income, and insurance investments risk management. We are also adding mid-level talent to the Pension Investments team for the Defined Benefit (open plan) and Defined Contribution plan.

SANJAY – CHIEF INVESTMENT OFFICER – EMPLOYEE SINCE 2018

Benefits

Responsibilities

Job ID 2022-12414 Date posted 09/26/2022 Locations Waltham, Massachusetts

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.


Responsibilities:

FM Global Investment Management (FMGIM) has an opportunity for a Senior Equity Analyst experienced in the Financials Sector to join the firm’s internal portfolio management team working closely with the Portfolio Managers.  The Investment team supports FMGIM’s EVP Investments, Chief Investment Officer in managing the US Large Cap internal equity portfolio, which is approximately $5 billion.  The primarily large cap domestic portfolio is managed with a bottom-up fundamental orientation focusing heavily on company valuation.  As a senior analyst, you will add value to our team through your unique combination of analytical rigor, creativity and sound judgement, which come together to form uncommon insights leading to excellent investment opportunities that generate a total return above the assigned benchmark. 

Key Responsibilities:

  • Maintain coverage of the Financials Sector
  • Research and analyze industry and company fundamentals with the goal of developing insightful judgements and opinions
  • Assess stock attractiveness by translating those insights into valuation estimates using multiple methods to yield stock investment recommendations for the Portfolio Managers’ review that outperform the assigned benchmark
  • Communicate recommendations to Portfolio Managers verbally and in written reports
  • Contribute to the departments success outside of assigned industry coverage by exploring broad investment issues and potentially undertaking investment related ad hoc projects

Qualifications:

Our investment team members are passionate about investing and value the collegial environment that allows for intellectual curiosity and debate.  The successful candidate will be comfortable in this environment as well as possess the following qualifications/qualities:

  • CFA required / MBA preferred
  • A minimum of ten (10) years of investments experience with at least seven (7) years of analytical work focused on bottom-up fundamental company research.
  • Solid understanding of accounting, economics, the workings of financial markets, computer tools (Excel, various databases, Bloomberg, FactSet)
  • Strong verbal and written communication skills including the ability to distill and convey data and insights clearly and concisely
  • Ability to sort through a large amount of information to determine the key issues and to think quantitatively and assess probabilities of risk and return without complete information
  • Demonstrated interest in identifying value-creating business models and an understanding of opportunity/risk balance
  • Philosophical alignment with the team’s investment process
  • Driven self-starter who is energized by working in a competitive industry
  • Independent thinker comfortable with voicing own opinions

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.

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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