Erie Insurance Group

2 weeks ago

Investment Analyst II - Investment Grade Credit

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Analyze economic and market trends to evaluate investment-grade corporate credit issuers, sector fundamentals, and relative value. Prepare and present credit research, surveillance updates, and buy/hold/sell recommendations for assigned issuers and sectors. Maintain credit models and monitoring tools, review offering documents and bond covenants, and support credit due diligence through research and stakeholder relationships. Participate in issuer meetings and industry conferences as directed.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Examine and assess economic and market trends, earnings prospects, and financial statements to determine suitable investments.
•Compile and present research reports and recommendations for new and existing investments.
•Lead internal monitoring processes for assigned investment-grade credits and maintain ongoing surveillance.
•Develop and maintain relationships with management teams and market participants to support credit due diligence and portfolio decisions.
•Update and maintain software packages/databases used for investment analysis and travel for due diligence and meetings as directed.

Pay and Benefits

Salary: USD 88,693 - 141,678 annually

Perks:Health InsurancePrescriptionDentalVisionPension401kPaid LeaveLife InsuranceDisability InsuranceAdoption AssistanceWell-being ProgramsPaid VolunteerMatching Gifts

Key Requirements

•Bachelor’s degree in accounting, finance, mathematics or a related field required.
•Masters degree or Chartered Financial Analyst (CFA) designation or in pursuit of CFA preferred.
•Three years experience analyzing investment portfolios, investment performance, risk modeling, or equivalent experience required.
•Advanced database management and spreadsheet skills; Bloomberg proficiency preferred.
•Ability to analyze economic/market trends and investment-grade credit fundamentals to support investment decisions.

Experience:3+ yearsInvestment portfoliosInvestment performanceRisk modelingInvestment-grade credit

Education:Bachelor's in accounting, finance, mathematics or related field

Skills:Detail orientationCollaborationDecision qualityInformation managementAccountability

Certifications:CFA

Tech Stack:BloombergSpreadsheetsDatabasesCredit modelsPortfolio analytics

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Erie Insurance Group

Erie Insurance Group is a mutual insurance company providing auto, home, business, and life insurance products through a network of independent agents, serving customers across multiple U.S. states with a focus on local service and claims support.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Growth: Established Company

Headquarters: Erie, United States

Founded: 1925

Website LinkedIn

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Erie Insurance Group

2 weeks ago

Investment Analyst II - Investment Grade Credit

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Examine and assess economic and market trends, earnings prospects, and financial statements to determine suitable investments.
•Compile and present research reports and recommendations for new and existing investments.
•Lead internal monitoring processes for assigned investment-grade credits and maintain ongoing surveillance.
•Develop and maintain relationships with management teams and market participants to support credit due diligence and portfolio decisions.
•Update and maintain software packages/databases used for investment analysis and travel for due diligence and meetings as directed.

Pay and Benefits

Salary: USD 88,693 - 141,678 annually

Perks:Health InsurancePrescriptionDentalVisionPension401kPaid LeaveLife InsuranceDisability InsuranceAdoption AssistanceWell-being ProgramsPaid VolunteerMatching Gifts

Key Requirements

•Bachelor’s degree in accounting, finance, mathematics or a related field required.
•Masters degree or Chartered Financial Analyst (CFA) designation or in pursuit of CFA preferred.
•Three years experience analyzing investment portfolios, investment performance, risk modeling, or equivalent experience required.
•Advanced database management and spreadsheet skills; Bloomberg proficiency preferred.
•Ability to analyze economic/market trends and investment-grade credit fundamentals to support investment decisions.

Experience:3+ yearsInvestment portfoliosInvestment performanceRisk modelingInvestment-grade credit

Education:Bachelor's in accounting, finance, mathematics or related field

Skills:Detail orientationCollaborationDecision qualityInformation managementAccountability

Certifications:CFA

Tech Stack:BloombergSpreadsheetsDatabasesCredit modelsPortfolio analytics

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Erie Insurance Group

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Growth: Established Company

Headquarters: Erie, United States

Founded: 1925

Website LinkedIn