Job Listings

Sr Investment Analyst (Hybrid)

3700 S. Stonebridge Dr., McKinney, Texas
Job number: 15859

Job Description:

Sr Investment Analyst (Hybrid)

Primary Duties & Responsibilities

At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment.

 

We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.

 

Role Overview:

Could you be our next Senior Investment Analyst? Globe Life is looking for a Senior Investment Analyst to join the team!

 

The Senior Investment Analyst will assist in the management of over $20 billion in invested assets by researching and monitoring alternative investment strategies and external managers.  This position will be an essential member of a team working directly with senior management. The company seeks an individual with strong financial skills, an entrepreneurial mindset, high proficiency in financial analysis, and a passion for investing. The successful candidate will display integrity, work independently, and offer creative solutions to challenges while working in a team atmosphere.

 

This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).

 

What You Will Do:

  • Research and monitor new and existing alternative investment strategies, with a focus on income generating strategies such as private credit, commercial real estate debt, direct lending, middle market lending, and asset backed finance. 
  • Strategies may also include investments in private equity, real estate, infrastructure equity, etc.
  • Analyze and recommend preferred ways to implement investment strategies such as investing in funds or limited partnerships, utilizing separately managed accounts, investing in public or private structures, etc.
  • Research, evaluate, monitor and select managers to implement alternative investment strategies.
  • Perform thorough due diligence on alternative investments and external managers.
  • Evaluate investment by researching and understanding the risk and return drivers of underlying assets.
  • Analyze track record and performance relative to benchmarks, drivers of risk return, return attributions, alignment of interest, incentives and risk appetite.
  • Negotiate terms, structures, fees, in external management agreements to create and ensure aligned interest and to generate the desired risk and return objectives from investments.
  • Create investment memos and pitchbooks to support recommendations to senior management.
  • Research, develop analysis, and create reporting to provide updates on alternative investment strategies, private and public markets, performance of existing managers, pipeline of potential new strategies and managers.
  • Develop and maintain relationships with external managers creating strategic partnerships and strong alignment of interest.
  • Analyze impact from alternative investment strategies on portfolio risk and returns.
  • Understand objectives and constraints for insurance asset management, including statutory and GAAP accounting, regulation, asset liability management and risk-based capital requirements and apply to investment selection. 
  • Collaborate with accounting, legal, compliance, finance, actuarial to implement new investment strategies and monitor impacts on overall company objectives.
  • Contribute to annual asset allocation studies and implementation of the strategic asset allocation.

 

What You Can Bring:

  • 5-10 years of experience of relevant work experience with alternative investment strategies and/or insurance asset management required, 10+ years are preferred.
  • CFA/FRM/CAIA certifications, a plus.
  • Bachelor’s degree in Finance or quantitative field; an MBA, a plus.
  • Self-motivated, entrepreneurial mindsight and must be able to work independently.
  • Strong knowledge of financial markets, with a focus on private markets and alternatives.
  • Strong analytical and financial modeling skills to build risk return analysis and financial projections.
  • Excellent verbal, written and presentation skills required.                                                                              
  • Demonstrated ability to work in a team environment.                     
  • Passion for learning and a strong desire to research investment strategies.

 

How Globe Life Will Support You:

Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don’t just work, but thrive at Globe Life:

 

  • Competitive compensation designed to reflect your expertise and contribution.
  • Comprehensive health, dental, and vision insurance plans because we believe that taking care of your well-being is fundamental to your performance.
  • Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
  • Wellness club reimbursements and gym discounts to help you stay on top of your health.
  • Paid holidays and time off to support a healthy work-life balance.
  • Parental leave to help our employees welcome their new additions.
  • Development training programs to enhance your skills and career progression and unlock your full potential.

 

Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.

Location: 3700 S. Stonebridge Dr., McKinney, Texas

Savings and Investment Plan (401K) - Eligible employees may begin participating in the plan on the first day of employment.

Pension Plan - Eligible employees who complete one year of service with the Company become participants in the Pension.* (Not available to Cleveland Employees)

Medical - Benefits are available to all eligible employees and qualified dependents the first of the month following 30 days of continuous service.

Dental** and Vision - Eligible employees and qualified dependents are able to enroll the first of the month following 30 days of continuous service.

Flexible Spending Accounts (FSA) - Our FSA has two components, Health Care and Dependent Care Accounts. These accounts allow employees to set aside a portion of their earnings on a pre-tax basis to cover out-of-pocket medical and dependent care expenses. Participation is elected on a calendar year basis and is available to all eligible employees the first of the month following the completion of 30 days of continuous service.

Health Savings Accounts (HSA) - A pre-tax Health Spending Account (HSA) is offered to those who enroll in the High Deductible Plan. It allows you to pay for health care expenses. Participation is elected on a calendar year basis and is available to all eligible employees the first of the month following the completion of 30 days of continuous service. Company contributes to HSA.

Short-Term Disability - Eligible employees may be entitled to salary continuance during periods of temporary disability. Benefits are based on employee status and years of service.*

Group Life and Long-Term Disability** - Eligible employees may elect life insurance and long-term disability coverage the first of the month following 30 days of continuous service.

Vacation and Paid Holidays - Employees are eligible for vacation upon the completion of six months of employment. In addition, the Company offers eight paid holidays.

Education Assistance - The Company supports employees who wish to continue their education to secure increased responsibility and growth within their professional careers. We offer a reimbursement program for expenses incurred through approved institutions of learning. In addition, Fellow, Life Management Institute (FLMI) and International Claim Association (ICA) program courses are offered after the completion of six months of services at no cost to the employee.

Fitness Reimbursement - Eligible employees are able to receive up to 100% reimbursement for monthly dues (employee only).

Supplemental Plans** - Cancer, Heart/Stroke, Accident.

*Please note, some benefits may vary by subsidiary. Please be sure to clarify with the Human Resources Department.
**Company paid benefit

Do I have to apply for every job that I am interested in? - Yes. Though our Talent Acquisition Team searches our database for qualified candidates, the only way to ensure that we know what position is of interest to you is if you apply for it directly.

Now that I've applied, what happens? - You will receive an immediate response from our system. Someone from our Talent Acquisition Team will review your qualifications and skills. If you're a good fit, we'll contact you to conduct an initial interview by phone, followed by assessment testing and an in person interview(s).

How do I get the contact information of the hiring manager for the job I am interested in? - It is our policy not to give contact information to external applicants. If, after you apply, it is determined that your skills and qualifications match our hiring needs, you will be contacted directly for an interview by someone on our Talent Acquisition Team.

I've been interviewed, what's next? - If selected, we'll extend a conditional offer. Then, pending a successful background check and drug screen, we'll confirm a start date.

The Whole Globe

Globe Not only is it in our name, it’s in our hearts. Our Company thrives off of diversity and has created a culture focused on inclusivity. These two components are the pillars of our foundation and the guiding principles that build our employees and leaders.

No Ceiling

SmileThe insurance industry may be traditional, but Globe Life has been, is, and always will be dedicated to building an inclusive, sustainable, and inspiring environment that does not have a ceiling on growth.