Investment Research Analyst

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow.

At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best.

American Money Management Corporation (AMMC) is one of Cincinnati’s largest investment firms with over $20 billion in assets under management.  We are the investment subsidiary of specialty property and casualty insurance company American Financial Group, Inc. (NYSE: AFG).  Our team of 20+ professionals averages 20 years of experience and applies a fundamental, value oriented approach in managing fixed income, equity and alternative assets.  In addition to the general account assets of AFG, we manage approximately $4 billion in third-party pooled investment vehicles (“CLO Platform”).

AMMC is seeking an experienced Investment Research Analyst to join their team in Cincinnati, OH. The Investment Research Analyst will be an important contributor to the team’s investment decision making process. The role involves analyzing companies within various industries that issue secured debt. 

Responsibilities include reviewing financial statements and audits to assess financial health, monitoring market trends, and staying current on company performance to evaluate credit worthiness. This role is expected to be on-site five days per week, with flexibility available as business needs and individual circumstances allow.

Essential Job Functions and Responsibilities

• Conduct independent deep-dive fundamental investment/credit analysis primarily on leveraged loans, as well as other investments

• Monitor and assess macroeconomic trends, interest rate movements, and sector-specific developments to inform investment strategy

• Build and maintain historical financial summaries and financial models to evaluate potential investment opportunities including base and downside stress-test scenarios

• Analyze capital structures and credit agreements (covenant compliance, restricted payments, etc.)

• Develop a deep understanding of financial markets and the ability to participate in an investment process that evaluates opportunities across a broad range of corporate credit securities

• Have or develop a deep knowledge in specific industries

• Provide write-ups and recommendations to the investment committee

• Collaborate with portfolio managers and traders to identify relative value opportunities and optimize portfolio construction

• Work closely with senior analysts to research, analyze and monitor various companies and industries

Job Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related field

• Generally, 3+ years of experience in credit research, leveraged finance, or corporate banking; Formal bank credit training program completion is highly desirable

• Completion of or continuing progress toward a professional Chartered Financial Analyst (CFA) designation is a plus

• Proficiency in Excel is required; Experience in Bloomberg is a plus

• Has strong technical, written and communication skills, is highly articulate and is able to explain complex concepts clearly

• Must be highly organized, detail-oriented, and capable of managing multiple projects simultaneously in a fast-paced, dynamic environment

• Is self-motivated and able to work both independently and as part of a team

Business Unit:

American Money Management

Benefits:

We offer competitive benefits packages for full-time and part-time employees*. Full-time employees have access to medical, dental, and vision coverage, wellness plans, parental leave, adoption assistance, and tuition reimbursement. Full-time and eligible part-time employees also enjoy Paid Time Off and paid holidays, a 401(k) plan with company match, an employee stock purchase plan, and commuter benefits.

 

Compensation varies by role, level, and location and is influenced by skills, experience, and business needs. Your recruiter will provide details about benefits and specific compensation ranges during the hiring process. Learn more at http://www.gaig.com/careers.

 

*Excludes seasonal employees and interns.