A company built to serve you. It's your career, Shelter it!
Investment Analyst
$78,949 - $101,055 minimum starting pay
Job Level: Individual Contributor
Job Location: Corporate Office – Columbia, Missouri
Shelter maintains broad salary ranges for its roles in order to account for variations in geographic location, education, training, skills, relevant work experience, business needs and market demands. Please remember that this range is the starting base pay only and does not consider other components that make up the total rewards package for the position.
What You Will Be Doing:
Research, analyze and prepare investment reports as key member of team responsible for managing $6.5 billion of insurance and pension assets. Ensure accuracy of transaction and reporting data on one or more asset classes, including fixed income, public equity and alternative investments. Participate in monitoring internally managed assets and external managers across asset classes. Active participant in prospective research and diligence of new investment opportunities.
Prepare various reports and analyses for presentation to Investment Committee. Develop analytical reports, maintain accuracy of various files and records systems related to the Companies' portfolios. Suggest monitoring process improvements and proactively seek to implement them. Execute approved purchase and sale transactions. Prepare information and reports for regulators, auditors and other internal departments as required.
Due to the duties and responsibilities of this position, a Credit Bureau Report may be ordered on final candidates.
What We're Looking For:
- Intellectual curiosity and passion for institutional asset management required.
- BA or BS in Analytical field required.
- Progress toward MBA, CFA and/or other relevant investment certification.
- Effective written and verbal communication skills.
- Ability to maintain positive relationships with internal and external partners.
- Knowledge of various institutional asset classes. Exposure or expertise of working with a specific asset class, such as private equity or public fixed income.
- 3-5 years of relevant investment experience typically required.
- Experience with Microsoft Office, especially Excel. Advanced knowledge of financial spreadsheet functionality.
- Strong organizational skills, with the ability to handle multiple detailed tasks simultaneously with high degrees of precision.
- Experience with investment management accounting and information software (i.e., Clearwater, Bloomberg).
- Ability to perform essential functions of the position, with or without a reasonable accommodation.
Shelter's uncompromising commitment to excellence doesn't stop with our customers. We recognize our employees are what make us a premier organization in the insurance industry. Shelter Employees enjoy such benefits as:
- Health, Dental, Voluntary Vision and Prescription Drug Insurance
- Savings and Profit Sharing 401(k)
- Paid Time Off for Sick and Personal Leave, Vacation and Holidays
- Vitality Wellness Program
- "Dress for Your Day" Dress Code
- Flexible Scheduling
- And much more!
If interested, please apply by:
09/04/2026Skills Required
- Intellectual curiosity and passion for institutional asset management
- BA or BS in an analytical field
- Progress toward MBA, CFA, or other relevant investment certification
- Effective written and verbal communication skills
- Ability to maintain positive relationships with internal and external partners
- Knowledge of various institutional asset classes
- Exposure or expertise with a specific asset class (e.g., private equity or public fixed income)
- 3-5 years of relevant investment experience
- Experience with Microsoft Office, especially Excel; advanced financial spreadsheet functionality
- Strong organizational skills and attention to detail
- Experience with investment management accounting/information software (e.g., Clearwater, Bloomberg)
What We Do
Shelter Insurance® is a property casualty insurance company offering auto and home insurance in addition to several other insurance products, including: Life Insurance Renters Insurance Motorcycle Insurance RV Insurance ATV Insurance Boat Insurance Umbrella Insurance Personal Articles/Inland Marine Insurance Farm Insurance Business Insurance Shelter Insurance® products are sold by agents in 15 states— Arkansas, Colorado, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Mississippi, Missouri, Nebraska, Nevada, Ohio, Oklahoma and Tennessee. We consistently receive high ratings from A.M. Best Company (a national firm that rates the financial strength and operating performance of insurance companies) and we are a mutual insurance company, which means we are owned by our policyholders rather than stockholders, and governed by a Board of Directors. We believe integrity and a commitment to continuous improvement are essential, and we make customer service one of our top priorities. Our primary goal is to be a benefit to our customers, communities, employees and our nearly 1,400 licensed agents as we find ways to maintain our strong financial position and protect our policyholders. That view has served us well throughout our company’s history, and we expect it to carry us well into the future. The Past to the Present We opened our doors in 1946, but in those days, we were MFA Mutual Insurance® and we only offered auto insurance. We also only operated in Missouri. Through the years, the Shelter Insurance Group of Companies has expanded to 21 states and offers far more products than we did in 1946. The Group of Companies includes Shelter Life Insurance Company, Shelter Reinsurance® and AmShield Insurance®. Our Vision Redefine value in the insurance industry. Our Mission Statement Be a leader in our communities by providing daily value while we SHELTER what matters most.
