Mutual of Omaha has recently been recognized as one of "Fortune's 100 Best Companies to Work For." The Investment Management Operation is responsible for managing over $33 billion of general account assets, and utilizes a sophisticated cross-asset strategy to fulfill the needs of the companys diverse array of insurance products and their customers.

The Jr. Investment Analyst will support the alternatives investments team in the coverage of private equity, real estate and private credit strategies. The candidate will have the opportunity to work directly with two experienced private markets experts as well as benefit from the broad investment teams expertise across asset classes. The ideal candidate will have a basic understanding of investments, an interest in financial modeling and, the intricacies of private markets investing and a passion for learning. Click here to learn more!

Participates in the process of sourcing, selecting and managing financial assets for the Enterprise including but not limited to alternatives, private markets and credit. Provides support to the credit and/or fund research function and delivers valued investment services to our partners through effective collaboration, engagement and communication. Benefits from the development and empowerment of the Investment Management staff.

WHAT YOU'LL DO:

Participates in the analysis of potential investment opportunities by understanding the basic components of an offering memorandum, helping support industry and/or asset class research, having a basic understanding of a company's capital structure and financial position, beginning to analyze comparable investment opportunities, developing an ability to assess and interact with company management and exploring other unique features of an opportunity.
Provides research support and monitors market or economic data that may affect credit quality, internal ratings and/or prices for fixed income investments and/or fund positions held within the portfolio.
Participates in group discussions held to generate value added investment ideas.
Engages and actively participates in skill development, which includes learning the important features of industries and/or asset classes and understanding how effective communication of industry research is important to the overall success of Investment Management.
Coordinates with investment operations and other business units within the Enterprise so as to ensure the appropriate maintenance of files, databases and recordkeeping.
Develops an understanding of proper documentation for regulatory and compliance purposes. Applies learning of documentation processes to ensure files are easily found, understood and maintained by others.

ABOUT YOU:

Bachelor's Degree.
Strong work ethic, attention to detail, pride and ownership of work product, strength of conviction and desire to succeed.
Sound ethics and integrity.
Good oral and written communication skills.
Problem solving and analytical skills; desire to help Investment Management achieve strategic goals.
Ability to learn how others make judgments regarding risk and valuation.
Ability to travel up to 10%.
You help promote a culture of diversity and inclusion within the department and the larger organization. You value different ideas and opinions. You listen courageously and remain curious in all that you do.
You are able to work remotely and have access to high-speed internet.
Must be located in United States or Puerto Rico

VALUABLE EXPERIENCE:

Experience with financial statement analysis.
Strong Excel financial modeling and Power Point skills.
Demonstrates an interest in the Chartered Financial Analyst (CFA) program or the Chartered Alternative Investment Analyst (CAIA) program.

WHAT WE CAN OFFER YOU:

A diverse workplace where associates feel a sense of belonging. To learn more about our commitment of Diversity, Equity and Inclusion, please visit our website
An organization that feels like a small, close-knit community and has the strength of a Fortune 300 company.
Tuition reimbursement, training and career development.
Comprehensive benefits plan that includes medical, dental, vision, disability and life insurance.
Flexible spending accounts for healthcare and childcare needs.
401(k) plan with a 2% company contribution and 6% company match.
Flexible work schedules with a healthy amount of paid time off.
For more information regarding available benefits, please visit our Career Site.
Salary Range: Minimum: $63,900-$85,000.
Competitive pay with an opportunity for bonus.
Pay commensurate with experience.
Recognized as a certified Great Place to Work®.

MUTUAL OF OMAHA:

Mutual of Omaha serves more than 4.8 million individual product customers and 39,000 employer groups. Our legacy of stability creates an environment where every associate is encouraged to experiment, innovate and grow in their own unique career path.

From day one, youll have the tools to be your best self at work. Here youll do meaningful work and your talents will have a positive impact on peoples lives as we help our customers protect what they care about and achieve their financial goals.

Each associate is a unique contributor to creating a diverse, dynamic, thriving and inclusive workplace. We want you to become engaged … feel a sense of belonging … and contribute to the companys exceptional future.

We are committed to optimizing flexible work. We support a full range of work approaches: fully remote, hybrid and in-person. Many of our roles are remote. Employees in remote roles may occasionally travel to a Mutual of Omaha office or elsewhere for required meetings or team-building events. Remote employees who are assigned a Mutual of Omaha office location can work on-site on a voluntary basis, subject to local and company COVID-19 guidelines.

Join forces with a company that can AMPLIFY YOUR STRENGTHS AND EMPOWER YOUR CAREER.

For inquiries about the position or application process, contact our HR Helpline at 1-800-365-1405.

If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at 1-800-780-0304. We are available Monday through Friday 7 am to 4:30 pm CST we will reply within 24 hours.

Mutual of Omaha and its affiliates are an Equal Opportunity /Affirmative Action Employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

To All Recruitment Agencies: We do not accept unsolicited agency resumes and we are not responsible for any fees related to unsolicited resumes.

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