Welcome to Western & Southern Financial Group – Our focus on creating value for our customers through everything we do is foundational to who we are. We provide meaningful and challenging work for our associates, a key facet of our incredible culture that helps make Western & Southern a career destination.

135 years of operating history;

• Born as a modest, door-to-door life insurance business and built to last forever
• Ranked 284 on Fortune 500
• Ranked No. 29 among Fortune 500 companies as a best company for career growth
• Award winning Talent Development Team
• Top 10 for Top Spouse Employer and Military Friendly Employer in 2023
• We consider Cincinnati the best place to live, work and celebrate life – that is why we are committed to doing good for our community

Our Culture

We are building our company to thrive and provide value to our customers, business partners and associates over the long term. To accomplish this, we look for professionals who embody our culture of integrity, top-notch performance, collaboration and teamwork. We are committed to hiring and developing associates who are driven to excel, have a strong work ethic and use astute, fact-based and ethical judgment in decision-making.

A Day in the Life –

The Senior Portfolio Analyst is a member of the Portfolio & Risk Analysis group on the investment team with varying responsibilities. This position is responsible for working closely with the investment team and operations group to increase efficiency and data accuracy with improved reporting and dynamic portfolio analysis of both third-party institutional accounts and Western & Southern's balance sheet. The associate is exposed to all facets of investment management processes, including portfolio construction, trading, risk management and reporting, as well as a broad range of asset classes and sectors within Fixed Income and Private Equity.

Duties and Responsibilities

• Collaborates with all areas within the Enterprise to review, validate, and enhance data used by investment team, including daily performance and analytics. Addresses data discrepancies, errors and other inconsistencies in a timely manner.
• Maintains, enhances, and centralizes internal portfolio, risk, and performance analysis tools and reporting used by the investment team.
• Supports data gathering and reporting for internal risk management as well as customized and standardized reporting for all affiliated and external clients.
• Works closely with Marketing, Client Service, and Operations on development and maintenance of marketing material and client reviews.
• Assists with the use and maintenance of portfolio management and trading systems, including Bloomberg, PAM, PACE, MarketAxess, TradeWeb, Trepp, Intex, FactSet, and Markit EDM. Assists in review and diligence of new systems.

Desired Competencies and Skills:

• Bachelor’s degree in business (finance, accounting, economics, information technology, etc.) or quantitative-related field
• Typically requires three years of industry experience.
• Proven strong quantitative and analytical skills, including demonstrated experience identifying, defining and resolving complex problems, and collecting or interpreting data to establish facts and draw valid conclusions to provide effective resolutions. Proven experience with sound decision-making skills when dealing with multiple alternatives.
• Demonstrated ability to adapt in learning new and sophisticated systems and processes as well as enhancing efficiency of current methods.
• Strong working knowledge of Microsoft Office applications, specifically strong Excel modeling skills.

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Premier Benefits to Support YOU

• Comprehensive benefits including medical, dental, vision, prescription, pet insurance, life insurance, disability, Fertility, maternity/caregiver & parental leave, and more!
• Retirement solution with our 401(k) savings AND pension plan!
• Paid time off that increases with tenure.
• Tuition Reimbursement
• Subsidized affordable parking
• On-site Cafeteria and fitness center (including sports leagues)
• On-site Registered Nurse
• Career Coaching/Mentoring
• Individualized development plans and career pathing

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