At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.
Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition
Job Purpose:
This position is responsible for providing analysis and support for TruStage Investment Management the Investments function for TruStage and a serve as a key member of special projects for the team. This role will work directly with the Asset Portfolio Managers, members of the Credit Research and Market Risk Teams and the Senior Leadership Team of TruStage Investment Management. The position acts as a key business partner with the Investment and Finance areas with the purpose of conducting analysis and communicating conclusions to help drive desired business performance. This role is responsible for working with and influencing Portfolio Managers and Director level customers.
Job Responsibilities:
- Develop and provide detailed analysis for TruStage Investment Management: explain results and provide insight/recommendations to internal customers.
- Lead the annual industry asset allocation initiative by compiling and analyzing extensive asset holding data to identify key trends in the industry and inform the Company’s Strategic Asset Allocation (SAA).
- Accurately develop, maintain and discuss various reports with clients.
- Aggregate and report investment results and positions.
- Assist in the transition and development of new reporting tools to enhance analysis.
- Support regulatory and quarterly Board reporting requirements.
- Build relationships with assigned clients up through the Portfolio Manager level and provide requested support.
- Ensure understanding of the systems/processes for the business areas supported.
- Assist in the identification and development of plans for process improvement.
- Collaborate with others in a team setting, either directly or indirectly.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Job Requirements:
- Bachelor's degree in finance, economics, accounting, mathematics, or a related field, or equivalent related professional work experience.
- 5+ years’ experience in business-related role, preferably to include:
- Forecasting and problem-solving skills
- Leading medium to large project efforts
- Working independently and with teams
- Analyzing processes, identifying problems and their root causes, and assisting in the development of improvements.
- Building relationships with peers and stakeholders
- Proficient with Microsoft products, such as Excel and PowerPoint.
- Demonstrated ability to collaborate effectively with business leaders.
- Effective written and verbal communications.
- Proven ability to manage multiple priorities.
- Proven ability to identify process improvements.
- Strong attention to detail.
- Progression toward CFA® designation required.
Preferred Skills:
- Coding skills in Python or R preferred.
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If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
$81,500.00 - $122,300.00
At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.
Accommodation request
TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
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What We Do
We believe a brighter financial future should be accessible to everyone. Built on the principle of “people helping people,” CUNA Mutual Group is a financially strong insurance, investment and financial services company. Through our company culture, community engagement, and products and solutions, we are working to create a more equitable financial system that helps to improve the lives of those we serve and our society.
In 2020, the CUNA Mutual Group Foundation donated $3.8 million dollars to support more than 80 community partners and organizations, including several credit union foundations.
