Job Description
Job Summary
Responsible for fundamental analysis of companies in the Insurance sector, with a focus on P&C insurance, insurance brokers, and specialty insurance.
Job Description
PRINCIPAL RESPONSIBILITIES
Assist in the development and detailed modeling of company specific financial models
Coordinate, generate and maintain research reports, presentations and databases
Provide research support to analyst as required
Incumbent is in the process of developing core Research Associate skills
Develop an expertise in the Insurance sector includingP&C insurance, insurance brokers, and specialty insurance
Support and answer client queries as they relate to the sector
Proactively identify operational risks/ control deficiencies in the business
Review and comply with Firm Policies applicable to your business activities
Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functionspromptly
JOB SPECIFICATIONSAND QUALIFICATIONS
Basic Qualifications (Legislative Requirement)
Undergraduate degree or similar qualification with a focus on Business, Mathematics or other quantitative fields
Licensing Requirements - Series 7, 63, 86 & 87, SIE
Other Required Qualifications:
Previous exposure to capital markets or 1-2 years of experience within the Insurance or Financial Services sector a definite asset but not specifically necessary
Excellent writing and communications skills
Strong PC skills specifically in Microsoft Office applications and sourcing data from the internet and various technology publications
Superior customer service focus and attitude for internal and external clients
Ability to perform under pressure and meet time sensitive deadlines, sometimes for extended periods of time
Commitment to task and an attention to detail
Ability to prioritize work and multi-task responsibilities
Self starter - must be organized and able to work independently
Good personal skills and the ability to work and coordinate effectively within a team environment
AUTHORITIES, IMPACT, RISK
Regular interaction with clients
Supporting Senior Analyst
KEY RELATIONSHIPS
Internal Clients including sales and trading
External clients as required
WORKING CONDITIONS
The work environment is based on a office/trading floor, thus little physical effort is required
The office environment can be a high stress environment that requires quick turnaround and decision making
Job Skills
Additional Job Details
Address:
30575 BAINBRIDGE ROAD:SOLON
City:
Solon
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
CAPITAL MARKETS
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-06-26
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
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