Investment Analyst | Sompo International
Company: Sompo International
Job title: Investment Analyst
Contact name: Jordalin Ortega
Contact email: jortega@sompo-intl.com
Description
Investment Analyst, Sompo International (Purchase, NY)
Years of relevant experience
Bachelor’s Degree and up to 5 years of relevant experience with investments. Compensation commensurate with experience
Certifications/education required
Bachelor’s Degree
Analyst/Associate - Insurance Business Development | Brookfield
Company: Brookfield
Job title: Analyst/Associate - Insurance Business Development
Contact name: Megan Weed
Contact email: megan.weed@brookfield.com
Description
The Analyst/Associate – Insurance Business Development role is pivotal in supporting the growth of Brookfield’s newly formed credit platform. This position entails comprehensive involvement across business development activities, aiming to align Brookfield’s capabilities with the unique needs of insurance investors.
This position will be an integral component of a fast-growing team and will benefit from leveraging the firm’s intellectual capital, existing relationships, fundraising capabilities, and broader strategic insights as part of a premier investment management franchise.
Responsibilities
Collaborate with business development, portfolio management, and senior leadership to accelerate the growth of our insurance partnerships
Support the development and execution of business development strategies by providing market research and client-specific insights
Assist with preparation of client presentations, proposals, and reports to communicate our investment strategies and structures to prospective clients
Analyze industry trends and competitive dynamics within the insurance asset management sector
Coordinate and maintain pipeline data, client relationship management systems, and other sales activity reports
Facilitate internal communication and project coordination across product development, operations, legal, compliance, and portfolio management teams to ensure aligned and efficient client support
Develop and maintain an understanding of the regulatory and investment needs of insurance companies to enhance tailored business development efforts
Required experience/skills
2-4 years of experience in institutional asset management, preferably with insurance experience.
Excellent academic credentials with Bachelor’s degree in Business Administration, Finance, or a related field.
Progress toward CFA charter a plus.
Strong organizational skills and the ability to manage multiple tasks efficiently.
Excellent verbal and written communication skills
Self-starter with a desire to learn and add value
Expertise with Excel
Expertise with Microsoft PowerPoint: creating and editing presentations for internal and external meetings
Proficiency with Salesforce CRM software preferred.
An understanding of the insurance investment market and its regulatory environment is a plus.
Demonstrated ability to work collaboratively in a team-oriented environment.
Initiative to develop creative solutions and solve problems
Salary Range: $120,000 - $160,000
Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.
Years of relevant experience
2-4 Years
Certifications/education required
Bachelor’s degree in Business Administration, Finance, or a related field.
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