Investment Research Analyst

Posted 3 Days Ago
Be an Early Applicant
Cincinnati, OH, USA
In-Office
Mid level
Insurance
The Role
The Investment Research Analyst will conduct deep-dive investment analysis, monitor market trends and assess financial health to inform investment strategies.
Summary Generated by Built In

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 individual may work 4 days in the office and 1 day from home.

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.

Skills Required

  • Bachelor's degree in Business, Finance, Economics, or a related field
  • 3+ years of experience in credit research, leveraged finance, or corporate banking
  • Completion of or continuing progress toward CFA designation
  • Proficiency in Excel
  • Experience in Bloomberg
  • Strong technical, written, and communication skills

Great American Insurance Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Great American Insurance Group and has not been reviewed or approved by Great American Insurance Group.

  • Leave & Time Off Breadth PTO, paid holidays, and paid parental leave are positioned as generous from the first year. These time‑off provisions are seen as core strengths of the total package.
  • Healthcare Strength Health coverage includes comprehensive medical, dental, and vision options supported by HSA and FSA programs. Wellness resources such as EAP access, fitness facilities or reimbursements, and instructor‑led classes broaden the offering.
  • Retirement Support Immediate 401(k) eligibility with a competitive company match and potential discretionary retirement contributions support long‑term savings. An employee stock purchase option and various discounts further reinforce financial benefits.

Great American Insurance Group Insights

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The Company
HQ: Cincinnati, OH
4,738 Employees

What We Do

Based in Cincinnati, Ohio, the operations of Great American Insurance Group are engaged primarily in property and casualty insurance, focusing on specialty commercial products for businesses. We have more than 30 specialty property and casualty insurance businesses, and in 2021, approximately 50% of our gross written premium in our property and casualty operations was generated by business units with a Top 10 market ranking. Great American Insurance Company has received an "A"​ (Excellent) or higher rating from the AM Best Company for more than 110 years (most recent rating evaluation of "A+"​ (Superior) affirmed December 3, 2021). The members of Great American Insurance Group are subsidiaries of American Financial Group, Inc. (AFG), also based in Cincinnati, Ohio.

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